Kiley Juergens Wealth Management’s Novartis NVS Stock Holding History

Kiley Juergens Wealth Management’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
2018 Q4	–	Sell	-740	Closed	-$57K	–	442
2018 Q3	$57K	Sell	740 -128	-15%	-$9.46K	0.04%	216
2018 Q2	$58K	Buy	+868	New	+$59.9K	0.05%	188
2018 Q1	–	Sell	-869	Closed	-$65K	–	427
2017 Q4	$65K	Buy	+869	New	+$65.6K	0.06%	175

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Kiley Juergens Wealth Management's NVS Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Novartis (NVS) in Q4 2018, closing a stake of 740 shares — an estimated $57K sold.

Kiley Juergens Wealth Management first reported a position in NVS in Q4 2017 and held it in 3 quarters. The position peaked at $65K in Q4 2017. 1,087 funds tracked by Wall St. Rank hold NVS as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Novartis position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 740 Novartis shares in Q4 2018, an estimated $57K.
Kiley Juergens Wealth Management first reported a position in Novartis in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Novartis position peaked at $65K in Q4 2017.
1,087 funds tracked by Wall St. Rank held Novartis as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.