Crescent Grove Advisors’s Novartis NVS Stock Holding History

Crescent Grove 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
2017 Q3	–	Sell	-3,131	Closed	-$234K	–	146
2017 Q2	$234K	Buy	+3,131	New	+$222K	0.07%	122

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

BBHC

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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

Crescent Grove Advisors's NVS Position: Q3 2017 in Review

Crescent Grove Advisors sold out of Novartis (NVS) in Q3 2017, closing a stake of 3,131 shares — an estimated $234K sold.

Crescent Grove Advisors first reported a position in NVS in Q2 2017 and held it in 1 quarter. The position peaked at $234K in Q2 2017. 937 funds tracked by Wall St. Rank hold NVS as of Q3 2017.

Crescent Grove Advisors reported no remaining Novartis position as of Q3 2017 after selling out during the quarter.
Crescent Grove Advisors sold 3,131 Novartis shares in Q3 2017, an estimated $234K.
Crescent Grove Advisors first reported a position in Novartis in Q2 2017 and held it in 1 quarter.
Crescent Grove Advisors's Novartis position peaked at $234K in Q2 2017.
937 funds tracked by Wall St. Rank held Novartis as of Q3 2017.

Based on Crescent Grove Advisors's 13F filing for Q3 2017, filed 6 Nov 2017.