Delphi Private Advisors’s Novartis NVS Stock Holding History

Delphi Private 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
2018 Q4	–	Sell	-104	Closed	-$8K	–	60
2018 Q3	$8K	Hold	104	–	–	0.03%	59
2018 Q2	$7K	Hold	104	–	–	0.02%	67
2018 Q1	$8K	Sell	104 -816	-89%	-$62.1K	0.03%	64
2017 Q4	$69K	Buy	920 +792	+619%	+$59.8K	0.17%	56
2017 Q3	$10K	Hold	128	–	–	0.03%	66
2017 Q2	$10K	Hold	128	–	–	0.02%	87
2017 Q1	$9K	Hold	128	–	–	0.02%	71
2016 Q4	$8K	Hold	128	–	–	0.01%	115
2016 Q3	$9K	Hold	128	–	–	0.02%	121
2016 Q2	$9K	Hold	128	–	–	0.02%	150
2016 Q1	$8K	Hold	128	–	–	0.01%	162
2015 Q4	$10K	Buy	+128	New	+$10.2K	0.02%	160

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

BlackRock New York $5.72T AUM 30.48% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Delphi Private Advisors's NVS Position: Q4 2018 in Review

Delphi Private Advisors sold out of Novartis (NVS) in Q4 2018, closing a stake of 104 shares — an estimated $8K sold.

Delphi Private Advisors first reported a position in NVS in Q4 2015 and held it in 12 quarters. The position peaked at $69K in Q4 2017. 1,087 funds tracked by Wall St. Rank hold NVS as of Q4 2018.

Delphi Private Advisors reported no remaining Novartis position as of Q4 2018 after selling out during the quarter.
Delphi Private Advisors sold 104 Novartis shares in Q4 2018, an estimated $8K.
Delphi Private Advisors first reported a position in Novartis in Q4 2015 and held it in 12 quarters.
Delphi Private Advisors's Novartis position peaked at $69K in Q4 2017.
1,087 funds tracked by Wall St. Rank held Novartis as of Q4 2018.

Based on Delphi Private Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.