CWM
NVS icon

Concert Wealth Management’s Novartis NVS Stock Holding History

Concert Wealth 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
Q2 		– Sell
-7,286
Closed -$475K – 348
2017
Q1 		$475K Sell
7,286
-154
-2% -$10.3K 0.11% 259
2016
Q4 		$485K Sell
7,440
-2,546
-25% -$165K 0.11% 257
2016
Q3 		$708K Sell
9,986
-266
-3% -$19.4K 0.09% 294
2016
Q2 		$759K Buy
10,252
+522
+5% +$36.1K 0.1% 255
2016
Q1 		$629K Sell
9,730
-483
-5% -$32.9K 0.08% 292
2015
Q4 		$789K Sell
10,213
-1,256
-11% -$99.8K 0.11% 244
2015
Q3 		$939K Buy
11,469
+419
+4% +$37.3K 0.13% 209
2015
Q2 		$975K Buy
11,050
+753
+7% +$69.1K 0.13% 209
2015
Q1 		$388K Sell
10,297
-201
-2% -$17.8K 0.11% 250
2014
Q4 		$876K Buy
10,498
+942
+10% +$78.1K 0.13% 204
2014
Q3 		$801K Sell
9,556
-865
-8% -$70K 0.11% 176
2014
Q2 		$809K Buy
10,421
+1,106
+12% +$87K 0.1% 179
2014
Q1 		$676K Buy
9,315
+532
+6% +$38.8K 0.08% 209
2013
Q4 		$630K Buy
8,783
+222
+3% +$15.4K 0.08% 212
2013
Q3 		$590K Hold
8,561
– – 0.08% 221
2013
Q2 		$541K Buy
+8,561
New +$557K 0.08% 209

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Concert Wealth Management's NVS Position: Q2 2017 in Review

Concert Wealth Management sold out of Novartis (NVS) in Q2 2017, closing a stake of 7,286 shares — an estimated $475K sold.

Concert Wealth Management first reported a position in NVS in Q2 2013 and held it in 16 quarters. The position peaked at $975K in Q2 2015. 920 funds tracked by Wall St. Rank hold NVS as of Q2 2017.

  • Concert Wealth Management reported no remaining Novartis position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 7,286 Novartis shares in Q2 2017, an estimated $475K.
  • Concert Wealth Management first reported a position in Novartis in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's Novartis position peaked at $975K in Q2 2015.
  • 920 funds tracked by Wall St. Rank held Novartis as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.