KCS Wealth Advisory’s Novartis NVS Stock Holding History

KCS Wealth Advisory’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
2019 Q4	–	Sell	-2,019	Closed	-$175K	–	323
2019 Q3	$175K	Sell	2,019 -516	-20%	-$46.3K	0.12%	157
2019 Q2	$231K	Sell	2,535 -434	-15%	-$36.7K	0.18%	141
2019 Q1	$256K	Sell	2,969 -212	-7%	-$17K	0.22%	127
2018 Q4	$245K	Sell	3,181 -90	-3%	-$7.01K	0.26%	128
2018 Q3	$253K	Sell	3,271 -1,874	-36%	-$139K	0.23%	130
2018 Q2	$348K	Sell	5,145 -451	-8%	-$31.1K	0.32%	116
2018 Q1	$405K	Sell	5,596 -456	-8%	-$34.7K	0.37%	109
2017 Q4	$455K	Buy	+6,052	New	+$457K	0.44%	90

Other funds holding NVS

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

KCS Wealth Advisory's NVS Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Novartis (NVS) in Q4 2019, closing a stake of 2,019 shares — an estimated $175K sold.

KCS Wealth Advisory first reported a position in NVS in Q4 2017 and held it in 8 quarters. The position peaked at $455K in Q4 2017. 1,172 funds tracked by Wall St. Rank hold NVS as of Q4 2019.

KCS Wealth Advisory reported no remaining Novartis position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 2,019 Novartis shares in Q4 2019, an estimated $175K.
KCS Wealth Advisory first reported a position in Novartis in Q4 2017 and held it in 8 quarters.
KCS Wealth Advisory's Novartis position peaked at $455K in Q4 2017.
1,172 funds tracked by Wall St. Rank held Novartis as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.