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Elgethun Capital Management’s Novartis NVS Stock Holding History

Elgethun Capital Management’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
Q1 		– Sell
-714
Closed -$47K – 174
2016
Q4 		$47K Buy
+714
New +$46.3K 0.04% 135

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BBHC
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Wells Fargo
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Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Loomis, Sayles & Company
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Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Elgethun Capital Management's NVS Position: Q1 2017 in Review

Elgethun Capital Management sold out of Novartis (NVS) in Q1 2017, closing a stake of 714 shares — an estimated $47K sold.

Elgethun Capital Management first reported a position in NVS in Q4 2016 and held it in 1 quarter. The position peaked at $47K in Q4 2016. 909 funds tracked by Wall St. Rank hold NVS as of Q1 2017.

  • Elgethun Capital Management reported no remaining Novartis position as of Q1 2017 after selling out during the quarter.
  • Elgethun Capital Management sold 714 Novartis shares in Q1 2017, an estimated $47K.
  • Elgethun Capital Management first reported a position in Novartis in Q4 2016 and held it in 1 quarter.
  • Elgethun Capital Management's Novartis position peaked at $47K in Q4 2016.
  • 909 funds tracked by Wall St. Rank held Novartis as of Q1 2017.

Based on Elgethun Capital Management's 13F filing for Q1 2017, filed 11 May 2017.