Kavar Capital Partners Group’s Novartis NVS Stock Holding History

Kavar Capital Partners Group’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
2016 Q1	–	Sell	-218	Closed	-$16K	–	295
2015 Q4	$16K	Buy	218 +20	+10%	+$1.59K	0.01%	236
2015 Q3	$16K	Buy	198 +26	+15%	+$2.31K	0.01%	246
2015 Q2	$15K	Buy	+172	New	+$15.8K	0.01%	272
2014 Q2	–	Sell	-185	Closed	-$14K	–	340
2014 Q1	$14K	Hold	185	–	–	0.01%	288
2013 Q4	$13K	Buy	+185	New	+$12.9K	0.01%	276

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return

Kavar Capital Partners Group's NVS Position: Q1 2016 in Review

Kavar Capital Partners Group sold out of Novartis (NVS) in Q1 2016, closing a stake of 218 shares — an estimated $16K sold.

Kavar Capital Partners Group first reported a position in NVS in Q4 2013 and held it in 5 quarters. The position peaked at $16K in Q4 2015. 876 funds tracked by Wall St. Rank hold NVS as of Q1 2016.

Kavar Capital Partners Group reported no remaining Novartis position as of Q1 2016 after selling out during the quarter.
Kavar Capital Partners Group sold 218 Novartis shares in Q1 2016, an estimated $16K.
Kavar Capital Partners Group first reported a position in Novartis in Q4 2013 and held it in 5 quarters.
Kavar Capital Partners Group's Novartis position peaked at $16K in Q4 2015.
876 funds tracked by Wall St. Rank held Novartis as of Q1 2016.

Based on Kavar Capital Partners Group's 13F filing for Q1 2016, filed 13 May 2019.