Fusion Family Wealth’s Novartis NVS Stock Holding History

Fusion Family Wealth’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	-210	Closed	-$13K	–	388
2016 Q4	$13K	Buy	+210	New	+$13.6K	0.01%	225

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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

Fusion Family Wealth's NVS Position: Q1 2017 in Review

Fusion Family Wealth sold out of Novartis (NVS) in Q1 2017, closing a stake of 210 shares — an estimated $13K sold.

Fusion Family Wealth first reported a position in NVS in Q4 2016 and held it in 1 quarter. The position peaked at $13K in Q4 2016. 909 funds tracked by Wall St. Rank hold NVS as of Q1 2017.

Fusion Family Wealth reported no remaining Novartis position as of Q1 2017 after selling out during the quarter.
Fusion Family Wealth sold 210 Novartis shares in Q1 2017, an estimated $13K.
Fusion Family Wealth first reported a position in Novartis in Q4 2016 and held it in 1 quarter.
Fusion Family Wealth's Novartis position peaked at $13K in Q4 2016.
909 funds tracked by Wall St. Rank held Novartis as of Q1 2017.

Based on Fusion Family Wealth's 13F filing for Q1 2017, filed 8 May 2017.