Gilman Hill Asset Management’s Novartis NVS Stock Holding History

Gilman Hill Asset Management’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 Q2	–	Sell	-4,408	Closed	-$319K	–	183
2018 Q1	$319K	Sell	4,408 -2,567	-37%	-$195K	0.14%	128
2017 Q4	$525K	Hold	6,975	–	–	0.21%	106
2017 Q3	$537K	Sell	6,975 -84	-1%	-$6.34K	0.22%	104
2017 Q2	$528K	Hold	7,059	–	–	0.23%	101
2017 Q1	$470K	Sell	7,059 -2,485	-26%	-$166K	0.2%	108
2016 Q4	$623K	Buy	9,544 +458	+5%	+$29.7K	0.23%	84
2016 Q3	$643K	Buy	9,086 +100	+1%	+$7.29K	0.25%	77
2016 Q2	$664K	Hold	8,986	–	–	0.27%	71
2016 Q1	$583K	Buy	8,986 +670	+8%	+$45.6K	0.27%	73
2015 Q4	$641K	Sell	8,316 -65	-0.8%	-$5.16K	0.31%	68
2015 Q3	$690K	Buy	8,381 +197	+2%	+$17.5K	0.36%	61
2015 Q2	$721K	Sell	8,184 -111	-1%	-$10.2K	0.34%	67
2015 Q1	$733K	Sell	8,295 -56	-0.7%	-$4.97K	0.35%	66
2014 Q4	$693K	Buy	8,351 +120	+1%	+$9.95K	0.35%	63
2014 Q3	$694K	Hold	8,231	–	–	0.38%	62
2014 Q2	$668K	Sell	8,231 -83	-1%	-$6.53K	0.35%	62
2014 Q1	$633K	Buy	8,314 +2,790	+51%	+$203K	0.37%	59
2013 Q4	$398K	Buy	5,524 +223	+4%	+$15.5K	0.26%	70
2013 Q3	$364K	Sell	5,301 -1,674	-24%	-$111K	0.26%	65
2013 Q2	$442K	Buy	+6,975	New	+$454K	0.32%	64

Other funds holding NVS

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Loomis, Sayles & Company

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Boston Partners

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