Cypress Wealth Advisors’s Novartis NVS Stock Holding History

Cypress Wealth 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 Q2	–	Sell	-10,814	Closed	-$720K	–	146
2017 Q1	$720K	Buy	10,814 +234	+2%	+$15.6K	0.33%	71
2016 Q4	$691K	Sell	10,580 -28	-0.3%	-$1.82K	0.32%	73
2016 Q3	$751K	Buy	10,608 +114	+1%	+$8.31K	0.34%	65
2016 Q2	$776K	Sell	10,494 -1,658	-14%	-$115K	0.38%	60
2016 Q1	$789K	Sell	12,152 -948	-7%	-$64.5K	0.36%	55
2015 Q4	$1.01M	Sell	13,100 -4	-0%	-$318	0.51%	44
2015 Q3	$1.08M	Buy	+13,104	New	+$1.17M	0.58%	38

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

Cypress Wealth Advisors's NVS Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Novartis (NVS) in Q2 2017, closing a stake of 10,814 shares — an estimated $720K sold.

Cypress Wealth Advisors first reported a position in NVS in Q3 2015 and held it in 7 quarters. The position peaked at $1.08M in Q3 2015. 920 funds tracked by Wall St. Rank hold NVS as of Q2 2017.

Cypress Wealth Advisors reported no remaining Novartis position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 10,814 Novartis shares in Q2 2017, an estimated $720K.
Cypress Wealth Advisors first reported a position in Novartis in Q3 2015 and held it in 7 quarters.
Cypress Wealth Advisors's Novartis position peaked at $1.08M in Q3 2015.
920 funds tracked by Wall St. Rank held Novartis as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.