Kelly Lawrence W & Associates’s Novartis NVS Stock Holding History

Kelly Lawrence W & 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 Q2	–	Sell	-6	Closed	–	–	183
2017 Q1	$0	Buy	+6	New	+$400	﹤0.01%	206

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Kelly Lawrence W & Associates's NVS Position: Q2 2017 in Review

Kelly Lawrence W & Associates sold out of Novartis (NVS) in Q2 2017, closing a stake of 6 shares.

Kelly Lawrence W & Associates first reported a position in NVS in Q1 2017 and held it in 1 quarter. The position peaked at $0 in Q1 2017. 920 funds tracked by Wall St. Rank hold NVS as of Q2 2017.

Kelly Lawrence W & Associates reported no remaining Novartis position as of Q2 2017 after selling out during the quarter.
Kelly Lawrence W & Associates sold 6 Novartis shares in Q2 2017.
Kelly Lawrence W & Associates first reported a position in Novartis in Q1 2017 and held it in 1 quarter.
Kelly Lawrence W & Associates's Novartis position peaked at $0 in Q1 2017.
920 funds tracked by Wall St. Rank held Novartis as of Q2 2017.

Based on Kelly Lawrence W & Associates's 13F filing for Q2 2017, filed 1 Aug 2017.