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Clearwater Capital Advisors’s Novartis NVS Stock Holding History

Clearwater Capital Advisors’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
2018
Q2 		– Sell
-559
Closed -$41K – 435
2018
Q1 		$41K Buy
+559
New +$42.6K 0.01% 311

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Clearwater Capital Advisors's NVS Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Novartis (NVS) in Q2 2018, closing a stake of 559 shares — an estimated $41K sold.

Clearwater Capital Advisors first reported a position in NVS in Q1 2018 and held it in 1 quarter. The position peaked at $41K in Q1 2018. 987 funds tracked by Wall St. Rank hold NVS as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Novartis position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 559 Novartis shares in Q2 2018, an estimated $41K.
  • Clearwater Capital Advisors first reported a position in Novartis in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Novartis position peaked at $41K in Q1 2018.
  • 987 funds tracked by Wall St. Rank held Novartis as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.