First National Bank Sioux Falls’s Novartis NVS Stock Holding History

First National Bank Sioux Falls’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
2016 Q4	–	Sell	-629	Closed	-$45K	–	162
2016 Q3	$45K	Hold	629	–	–	0.12%	125
2016 Q2	$47K	Hold	629	–	–	0.15%	102
2016 Q1	$41K	Buy	629 +150	+31%	+$10.2K	0.14%	108
2015 Q4	$37K	Hold	479	–	–	0.12%	119
2015 Q3	$39K	Hold	479	–	–	0.13%	114
2015 Q2	$42K	Hold	479	–	–	0.12%	118
2015 Q1	$42K	Hold	479	–	–	0.12%	117
2014 Q4	$40K	Hold	479	–	–	0.11%	116
2014 Q3	$40K	Hold	479	–	–	0.11%	116
2014 Q2	$39K	Hold	479	–	–	0.1%	122
2014 Q1	$36K	Hold	479	–	–	0.1%	122
2013 Q4	$35K	Hold	479	–	–	0.09%	128
2013 Q3	$33K	Hold	479	–	–	0.1%	125
2013 Q2	$30K	Buy	+479	New	+$31.2K	0.09%	129

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

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

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

First National Bank Sioux Falls's NVS Position: Q4 2016 in Review

First National Bank Sioux Falls sold out of Novartis (NVS) in Q4 2016, closing a stake of 629 shares — an estimated $45K sold.

First National Bank Sioux Falls first reported a position in NVS in Q2 2013 and held it in 14 quarters. The position peaked at $47K in Q2 2016. 905 funds tracked by Wall St. Rank hold NVS as of Q4 2016.

First National Bank Sioux Falls reported no remaining Novartis position as of Q4 2016 after selling out during the quarter.
First National Bank Sioux Falls sold 629 Novartis shares in Q4 2016, an estimated $45K.
First National Bank Sioux Falls first reported a position in Novartis in Q2 2013 and held it in 14 quarters.
First National Bank Sioux Falls's Novartis position peaked at $47K in Q2 2016.
905 funds tracked by Wall St. Rank held Novartis as of Q4 2016.

Based on First National Bank Sioux Falls's 13F filing for Q4 2016, filed 13 Feb 2017.