Integrated Investment Consultants’s Novartis NVS Stock Holding History

Integrated Investment Consultants’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	-548	Closed	-$40K	–	534
2018 Q1	$40K	Buy	+548	New	+$41.7K	0.02%	467
2016 Q4	–	Sell	-1,372	Closed	-$94K	–	592
2016 Q3	$94K	Sell	1,372 -12	-0.9%	-$874	0.05%	279
2016 Q2	$102K	Buy	1,384 +83	+6%	+$5.73K	0.06%	256
2016 Q1	$88K	Buy	+1,301	New	+$88.5K	0.05%	265

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Integrated Investment Consultants's NVS Position: Q2 2018 in Review

Integrated Investment Consultants sold out of Novartis (NVS) in Q2 2018, closing a stake of 548 shares — an estimated $40K sold.

Integrated Investment Consultants first reported a position in NVS in Q1 2016 and held it in 4 quarters. The position peaked at $102K in Q2 2016. 987 funds tracked by Wall St. Rank hold NVS as of Q2 2018.

Integrated Investment Consultants reported no remaining Novartis position as of Q2 2018 after selling out during the quarter.
Integrated Investment Consultants sold 548 Novartis shares in Q2 2018, an estimated $40K.
Integrated Investment Consultants first reported a position in Novartis in Q1 2016 and held it in 4 quarters.
Integrated Investment Consultants's Novartis position peaked at $102K in Q2 2016.
987 funds tracked by Wall St. Rank held Novartis as of Q2 2018.

Based on Integrated Investment Consultants's 13F filing for Q2 2018, filed 1 Aug 2018.