Columbia Asset Management’s Novartis NVS Stock Holding History

Columbia Asset 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
2019 Q2	–	Sell	-1,626	Closed	-$140K	–	197
2019 Q1	$140K	Hold	1,626	–	–	0.04%	191
2018 Q4	$125K	Hold	1,626	–	–	0.04%	190
2018 Q3	$126K	Buy	+1,626	New	+$120K	0.03%	206
2017 Q1	–	Sell	-1,617	Closed	-$106K	–	194
2016 Q4	$106K	Buy	+1,617	New	+$105K	0.04%	209

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Columbia Asset Management's NVS Position: Q2 2019 in Review

Columbia Asset Management sold out of Novartis (NVS) in Q2 2019, closing a stake of 1,626 shares — an estimated $140K sold.

Columbia Asset Management first reported a position in NVS in Q4 2016 and held it in 4 quarters. The position peaked at $140K in Q1 2019. 1,094 funds tracked by Wall St. Rank hold NVS as of Q2 2019.

Columbia Asset Management reported no remaining Novartis position as of Q2 2019 after selling out during the quarter.
Columbia Asset Management sold 1,626 Novartis shares in Q2 2019, an estimated $140K.
Columbia Asset Management first reported a position in Novartis in Q4 2016 and held it in 4 quarters.
Columbia Asset Management's Novartis position peaked at $140K in Q1 2019.
1,094 funds tracked by Wall St. Rank held Novartis as of Q2 2019.

Based on Columbia Asset Management's 13F filing for Q2 2019, filed 15 Aug 2019.