Kernodle & Katon Asset Management Group’s Novartis NVS Stock Holding History

Kernodle & Katon Asset Management 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
2017 Q1	$111K	Buy	1,661 +55	+3%	+$3.67K	0.07%	120
2016 Q4	$105K	Buy	1,606 +992	+162%	+$64.4K	0.06%	120
2016 Q3	$43K	Hold	614	–	–	0.03%	188
2016 Q2	$45K	Hold	614	–	–	0.04%	137
2016 Q1	$40K	Hold	614	–	–	0.04%	133
2015 Q4	$47K	Buy	+614	New	+$48.8K	0.05%	121

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

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

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

Kernodle & Katon Asset Management Group's NVS Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group increased its Novartis (NVS) stake by 3.4% in Q1 2017, buying an estimated $3.67K and bringing the position to 1,661 shares worth $111K. The position accounts for 0.07% of the portfolio, ranked #120.

Kernodle & Katon Asset Management Group first reported a position in NVS in Q4 2015 and has held it in 6 quarters since. 909 funds tracked by Wall St. Rank hold NVS as of Q1 2017.

Kernodle & Katon Asset Management Group held 1,661 shares of Novartis worth $111K as of Q1 2017.
Kernodle & Katon Asset Management Group bought 55 Novartis shares in Q1 2017, an estimated $3.67K.
Novartis made up 0.07% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #120 holding.
Kernodle & Katon Asset Management Group first reported a position in Novartis in Q4 2015 and has held it in 6 quarters since.
909 funds tracked by Wall St. Rank held Novartis as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.