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Global Financial Private Capital’s Novartis NVS Stock Holding History

Global Financial Private Capital’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
Q4 		– Sell
-2,609
Closed -$201K – 556
2017
Q3 		$201K Buy
+2,609
New +$197K 0.01% 455
2017
Q2 		– Sell
-259,676
Closed -$17.3M – 235
2017
Q1 		$17.3M Buy
+259,676
New +$17.3M 0.87% 42

Other funds holding NVS

Dodge & Cox
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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Financial Private Capital's NVS Position: Q4 2017 in Review

Global Financial Private Capital sold out of Novartis (NVS) in Q4 2017, closing a stake of 2,609 shares — an estimated $201K sold.

Global Financial Private Capital first reported a position in NVS in Q1 2017 and held it in 2 quarters. The position peaked at $17.3M in Q1 2017. 1,007 funds tracked by Wall St. Rank hold NVS as of Q4 2017.

  • Global Financial Private Capital reported no remaining Novartis position as of Q4 2017 after selling out during the quarter.
  • Global Financial Private Capital sold 2,609 Novartis shares in Q4 2017, an estimated $201K.
  • Global Financial Private Capital first reported a position in Novartis in Q1 2017 and held it in 2 quarters.
  • Global Financial Private Capital's Novartis position peaked at $17.3M in Q1 2017.
  • 1,007 funds tracked by Wall St. Rank held Novartis as of Q4 2017.

Based on Global Financial Private Capital's 13F filing for Q4 2017, filed 8 Feb 2018.