Kessler Investment Group’s Novartis NVS Stock Holding History

Kessler Investment 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
2019 Q2	–	Sell	-310	Closed	-$27K	–	124
2019 Q1	$27K	Hold	310	–	–	0.03%	91
2018 Q4	$24K	Hold	310	–	–	0.03%	79
2018 Q3	$24K	Hold	310	–	–	0.02%	100
2018 Q2	$21K	Hold	310	–	–	0.03%	107
2018 Q1	$22K	Hold	310	–	–	0.03%	78
2017 Q4	$23K	Hold	310	–	–	0.03%	70
2017 Q3	$24K	Hold	310	–	–	0.03%	66
2017 Q2	$23K	Hold	310	–	–	0.03%	64
2017 Q1	$21K	Hold	310	–	–	0.03%	67
2016 Q4	$20K	Hold	310	–	–	0.02%	70
2016 Q3	$22K	Hold	310	–	–	0.03%	65
2016 Q2	$23K	Sell	310 -145	-32%	-$10K	0.03%	67
2016 Q1	$30K	Buy	+455	New	+$31K	0.05%	69
2013 Q4	–	Sell	-123	Closed	-$8K	–	177
2013 Q3	$8K	Buy	+123	New	+$8.14K	0.02%	119

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

BBHC

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

Kessler Investment Group's NVS Position: Q2 2019 in Review

Kessler Investment Group sold out of Novartis (NVS) in Q2 2019, closing a stake of 310 shares — an estimated $27K sold.

Kessler Investment Group first reported a position in NVS in Q3 2013 and held it in 14 quarters. The position peaked at $30K in Q1 2016. 1,094 funds tracked by Wall St. Rank hold NVS as of Q2 2019.

Kessler Investment Group reported no remaining Novartis position as of Q2 2019 after selling out during the quarter.
Kessler Investment Group sold 310 Novartis shares in Q2 2019, an estimated $27K.
Kessler Investment Group first reported a position in Novartis in Q3 2013 and held it in 14 quarters.
Kessler Investment Group's Novartis position peaked at $30K in Q1 2016.
1,094 funds tracked by Wall St. Rank held Novartis as of Q2 2019.

Based on Kessler Investment Group's 13F filing for Q2 2019, filed 23 Jul 2019.