Evercore Wealth Management’s Novartis NVS Stock Holding History

Evercore Wealth 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 Q4	–	Sell	-335	Closed	-$26K	–	925
2017 Q3	$26K	Hold	335	–	–	﹤0.01%	659
2017 Q2	$25K	Buy	+335	New	+$23.7K	﹤0.01%	681
2015 Q4	–	Sell	-167,823	Closed	-$13.8M	–	1049
2015 Q3	$13.8M	Sell	167,823 -289	-0.2%	-$25.7K	0.66%	49
2015 Q2	$14.8M	Sell	168,112 -68,565	-29%	-$6.29M	0.67%	49
2015 Q1	$20.9M	Buy	236,677 +555	+0.2%	+$49.2K	0.96%	39
2014 Q4	$19.6M	Buy	236,122 +2,096	+0.9%	+$174K	0.98%	41
2014 Q3	$19.7M	Buy	234,026 +1,507	+0.6%	+$122K	0.99%	39
2014 Q2	$18.9M	Sell	232,519 -3,257	-1%	-$256K	0.97%	40
2014 Q1	$18M	Sell	235,776 -620	-0.3%	-$45.2K	1.01%	37
2013 Q4	$17M	Buy	236,396 +1,538	+0.7%	+$107K	0.93%	36
2013 Q3	$16.1M	Sell	234,858 -2,886	-1%	-$191K	0.93%	32
2013 Q2	$15.1M	Buy	+237,744	New	+$15.5M	0.85%	35

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 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

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

Evercore Wealth Management's NVS Position: Q4 2017 in Review

Evercore Wealth Management sold out of Novartis (NVS) in Q4 2017, closing a stake of 335 shares — an estimated $26K sold.

Evercore Wealth Management first reported a position in NVS in Q2 2013 and held it in 12 quarters. The position peaked at $20.9M in Q1 2015. 1,007 funds tracked by Wall St. Rank hold NVS as of Q4 2017.

Evercore Wealth Management reported no remaining Novartis position as of Q4 2017 after selling out during the quarter.
Evercore Wealth Management sold 335 Novartis shares in Q4 2017, an estimated $26K.
Evercore Wealth Management first reported a position in Novartis in Q2 2013 and held it in 12 quarters.
Evercore Wealth Management's Novartis position peaked at $20.9M in Q1 2015.
1,007 funds tracked by Wall St. Rank held Novartis as of Q4 2017.

Based on Evercore Wealth Management's 13F filing for Q4 2017, filed 13 Feb 2018.