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CIM Investment Management’s Novartis NVS Stock Holding History

CIM Investment Management’s Portfolio NVS Stock Details NVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-3,348
Closed -$250K – 345
2017
Q2 		$250K Hold
3,348
– – 0.09% 313
2017
Q1 		$223K Hold
3,348
– – 0.08% 326
2016
Q4 		$219K Hold
3,348
– – 0.08% 318
2016
Q3 		$237K Buy
+3,348
New +$244K 0.09% 301
2014
Q2 		– Sell
-5,347
Closed -$407K – 203
2014
Q1 		$407K Buy
+5,347
New +$390K 0.19% 138

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIM Investment Management's NVS Position: Q3 2017 in Review

CIM Investment Management sold out of Novartis (NVS) in Q3 2017, closing a stake of 3,348 shares — an estimated $250K sold.

CIM Investment Management first reported a position in NVS in Q1 2014 and held it in 5 quarters. The position peaked at $407K in Q1 2014. 937 funds tracked by Wall St. Rank hold NVS as of Q3 2017.

  • CIM Investment Management reported no remaining Novartis position as of Q3 2017 after selling out during the quarter.
  • CIM Investment Management sold 3,348 Novartis shares in Q3 2017, an estimated $250K.
  • CIM Investment Management first reported a position in Novartis in Q1 2014 and held it in 5 quarters.
  • CIM Investment Management's Novartis position peaked at $407K in Q1 2014.
  • 937 funds tracked by Wall St. Rank held Novartis as of Q3 2017.

Based on CIM Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.