Founders Capital Management (Texas)’s Novartis NVS Stock Holding History

Founders Capital Management (Texas)’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 Q3	–	Sell	-13,667	Closed	-$925K	–	314
2018 Q2	$925K	Sell	13,667 -23,965	-64%	-$1.65M	0.81%	36
2018 Q1	$2.73M	Hold	37,632	–	–	2.3%	11
2017 Q4	$2.83M	Buy	37,632 +67	+0.2%	+$5.05K	2.35%	10
2017 Q3	$2.89M	Buy	37,565 +1,658	+5%	+$125K	2.4%	10
2017 Q2	$2.69M	Sell	35,907 -3,510	-9%	-$249K	2.38%	10
2017 Q1	$2.62M	Buy	+39,417	New	+$2.63M	2.36%	10

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Founders Capital Management (Texas)'s NVS Position: Q3 2018 in Review

Founders Capital Management (Texas) sold out of Novartis (NVS) in Q3 2018, closing a stake of 13,667 shares — an estimated $925K sold.

Founders Capital Management (Texas) first reported a position in NVS in Q1 2017 and held it in 6 quarters. The position peaked at $2.89M in Q3 2017. 1,028 funds tracked by Wall St. Rank hold NVS as of Q3 2018.

Founders Capital Management (Texas) reported no remaining Novartis position as of Q3 2018 after selling out during the quarter.
Founders Capital Management (Texas) sold 13,667 Novartis shares in Q3 2018, an estimated $925K.
Founders Capital Management (Texas) first reported a position in Novartis in Q1 2017 and held it in 6 quarters.
Founders Capital Management (Texas)'s Novartis position peaked at $2.89M in Q3 2017.
1,028 funds tracked by Wall St. Rank held Novartis as of Q3 2018.

Based on Founders Capital Management (Texas)'s 13F filing for Q3 2018, filed 5 Oct 2018.