Harfst & Associates’s Novartis NVS Stock Holding History

Harfst & Associates’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 Q3	–	Sell	-452	Closed	-$33K	–	173
2017 Q2	$33K	Buy	452 +3	+0.7%	+$213	0.01%	152
2017 Q1	$29K	Buy	+449	New	+$29.9K	0.01%	166
2016 Q1	–	Sell	-2,662	Closed	-$205K	–	186
2015 Q4	$205K	Hold	2,662	–	–	0.08%	93
2015 Q3	$219K	Sell	2,662 -140	-5%	-$12.5K	0.1%	88
2015 Q2	$247K	Buy	+2,802	New	+$257K	0.14%	58

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Harfst & Associates's NVS Position: Q3 2017 in Review

Harfst & Associates sold out of Novartis (NVS) in Q3 2017, closing a stake of 452 shares — an estimated $33K sold.

Harfst & Associates first reported a position in NVS in Q2 2015 and held it in 5 quarters. The position peaked at $247K in Q2 2015. 937 funds tracked by Wall St. Rank hold NVS as of Q3 2017.

Harfst & Associates reported no remaining Novartis position as of Q3 2017 after selling out during the quarter.
Harfst & Associates sold 452 Novartis shares in Q3 2017, an estimated $33K.
Harfst & Associates first reported a position in Novartis in Q2 2015 and held it in 5 quarters.
Harfst & Associates's Novartis position peaked at $247K in Q2 2015.
937 funds tracked by Wall St. Rank held Novartis as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.