LBA Wealth Management’s Novartis NVS Stock Holding History

LBA 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
2017 Q1	$42K	Buy	625 +279	+81%	+$18.6K	0.02%	213
2016 Q4	$23K	Sell	346 -112	-24%	-$7.26K	0.01%	250
2016 Q3	$32K	Buy	458 +56	+14%	+$4.08K	0.02%	236
2016 Q2	$30K	Buy	402 +56	+16%	+$3.87K	0.02%	232
2016 Q1	$22K	Sell	346 -56	-14%	-$3.81K	0.01%	243
2015 Q4	$31K	Hold	402	–	–	0.02%	234
2015 Q3	$33K	Sell	402 -111	-22%	-$9.88K	0.02%	198
2015 Q2	$45K	Hold	513	–	–	0.03%	171
2015 Q1	$45K	Buy	513 +122	+31%	+$10.8K	0.03%	177
2014 Q4	$32K	Hold	391	–	–	0.02%	184
2014 Q3	$33K	Buy	391 +224	+134%	+$18.1K	0.02%	191
2014 Q2	$14K	Buy	+167	New	+$13.1K	0.01%	194

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

LBA Wealth Management's NVS Position: Q1 2017 in Review

LBA Wealth Management increased its Novartis (NVS) stake by 81% in Q1 2017, buying an estimated $18.6K and bringing the position to 625 shares worth $42K. The position accounts for 0.02% of the portfolio, ranked #213.

LBA Wealth Management first reported a position in NVS in Q2 2014 and has held it in 12 quarters since. The position peaked at $45K in Q2 2015. 909 funds tracked by Wall St. Rank hold NVS as of Q1 2017.

LBA Wealth Management held 625 shares of Novartis worth $42K as of Q1 2017.
LBA Wealth Management bought 279 Novartis shares in Q1 2017, an estimated $18.6K.
Novartis made up 0.02% of LBA Wealth Management's portfolio in Q1 2017, its #213 holding.
LBA Wealth Management first reported a position in Novartis in Q2 2014 and has held it in 12 quarters since.
LBA Wealth Management's Novartis position peaked at $45K in Q2 2015.
909 funds tracked by Wall St. Rank held Novartis as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.