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Financial Advisors Network’s Novartis NVS Stock Holding History

Financial Advisors Network’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
-261
Closed -$16.9K – 351
2016
Q4 		$16.9K Buy
+261
New +$16.9K 0.01% 213

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
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

Financial Advisors Network's NVS Position: Q1 2017 in Review

Financial Advisors Network sold out of Novartis (NVS) in Q1 2017, closing a stake of 261 shares — an estimated $16.9K sold.

Financial Advisors Network first reported a position in NVS in Q4 2016 and held it in 1 quarter. The position peaked at $16.9K in Q4 2016. 909 funds tracked by Wall St. Rank hold NVS as of Q1 2017.

  • Financial Advisors Network reported no remaining Novartis position as of Q1 2017 after selling out during the quarter.
  • Financial Advisors Network sold 261 Novartis shares in Q1 2017, an estimated $16.9K.
  • Financial Advisors Network first reported a position in Novartis in Q4 2016 and held it in 1 quarter.
  • Financial Advisors Network's Novartis position peaked at $16.9K in Q4 2016.
  • 909 funds tracked by Wall St. Rank held Novartis as of Q1 2017.

Based on Financial Advisors Network's 13F filing for Q1 2017, filed 17 May 2017.