Crow Point Partners’s Novartis NVS Stock Holding History

Crow Point Partners’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	-1,974	Closed	-$132K	–	263
2017 Q1	$132K	Buy	1,974 +1,128	+133%	+$75.2K	0.02%	162
2016 Q4	$55K	Sell	846 -221	-21%	-$14.3K	0.01%	195
2016 Q3	$76K	Buy	+1,067	New	+$77.8K	0.01%	225
2015 Q3	$113K	Sell	1,366 -872	-39%	-$77.6K	0.02%	201
2015 Q2	$197K	Buy	2,238 +480	+27%	+$44K	0.03%	177
2015 Q1	$155K	Buy	+1,758	New	+$156K	0.02%	172
2014 Q3	$148K	Sell	1,752 -4,632	-73%	-$375K	0.02%	195
2014 Q2	$486K	Hold	6,384	–	–	0.06%	126
2014 Q1	$486K	Buy	+6,384	New	+$465K	0.06%	126

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Crow Point Partners's NVS Position: Q2 2017 in Review

Crow Point Partners sold out of Novartis (NVS) in Q2 2017, closing a stake of 1,974 shares — an estimated $132K sold.

Crow Point Partners first reported a position in NVS in Q1 2014 and held it in 9 quarters. The position peaked at $486K in Q2 2014. 920 funds tracked by Wall St. Rank hold NVS as of Q2 2017.

Crow Point Partners reported no remaining Novartis position as of Q2 2017 after selling out during the quarter.
Crow Point Partners sold 1,974 Novartis shares in Q2 2017, an estimated $132K.
Crow Point Partners first reported a position in Novartis in Q1 2014 and held it in 9 quarters.
Crow Point Partners's Novartis position peaked at $486K in Q2 2014.
920 funds tracked by Wall St. Rank held Novartis as of Q2 2017.

Based on Crow Point Partners's 13F filing for Q2 2017, filed 17 Jul 2017.