Geneva Advisors’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q2
$1.91M Sell
25,532
-688
-3% -$51.5K 0.03% 227
2017
Q1
$1.75M Sell
26,220
-6,234
-19% -$415K 0.03% 238
2016
Q4
$2.12M Sell
32,454
-1,523
-4% -$99.4K 0.04% 199
2016
Q3
$2.4M Buy
33,977
+1,036
+3% +$73.3K 0.05% 175
2016
Q2
$2.44M Sell
32,941
-1,966
-6% -$145K 0.05% 173
2016
Q1
$2.27M Sell
34,907
-292
-0.8% -$19K 0.05% 172
2015
Q4
$2.71M Buy
35,199
+673
+2% +$51.9K 0.05% 158
2015
Q3
$2.84M Buy
34,526
+3,048
+10% +$251K 0.06% 154
2015
Q2
$2.77M Buy
31,478
+3,326
+12% +$293K 0.05% 175
2015
Q1
$2.49M Sell
28,152
-4,143
-13% -$366K 0.05% 187
2014
Q4
$2.68M Sell
32,295
-4,154
-11% -$345K 0.05% 172
2014
Q3
$3.07M Sell
36,449
-1,624
-4% -$137K 0.06% 167
2014
Q2
$3.09M Buy
38,073
+4,649
+14% +$377K 0.06% 169
2014
Q1
$2.55M Buy
33,424
+8,745
+35% +$666K 0.05% 185
2013
Q4
$1.78M Buy
24,679
+474
+2% +$34.1K 0.03% 171
2013
Q3
$1.66M Sell
24,205
-69
-0.3% -$4.74K 0.03% 180
2013
Q2
$1.54M Buy
+24,274
New +$1.54M 0.04% 174