Cooper/Haims Advisors’s Novartis NVS Stock Holding History

Cooper/Haims 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
2019 Q2	–	Sell	-2,529	Closed	-$218K	–	58
2019 Q1	$218K	Buy	+2,529	New	+$203K	0.14%	53

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

Cooper/Haims Advisors's NVS Position: Q2 2019 in Review

Cooper/Haims Advisors sold out of Novartis (NVS) in Q2 2019, closing a stake of 2,529 shares — an estimated $218K sold.

Cooper/Haims Advisors first reported a position in NVS in Q1 2019 and held it in 1 quarter. The position peaked at $218K in Q1 2019. 1,094 funds tracked by Wall St. Rank hold NVS as of Q2 2019.

Cooper/Haims Advisors reported no remaining Novartis position as of Q2 2019 after selling out during the quarter.
Cooper/Haims Advisors sold 2,529 Novartis shares in Q2 2019, an estimated $218K.
Cooper/Haims Advisors first reported a position in Novartis in Q1 2019 and held it in 1 quarter.
Cooper/Haims Advisors's Novartis position peaked at $218K in Q1 2019.
1,094 funds tracked by Wall St. Rank held Novartis as of Q2 2019.

Based on Cooper/Haims Advisors's 13F filing for Q2 2019, filed 26 Jul 2019.