Macroview Investment Management’s Novartis NVS Stock Holding History

Macroview Investment 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 Q3	–	Sell	-108	Closed	-$8K	–	182
2017 Q2	$8K	Buy	+108	New	+$7.65K	0.04%	107
2014 Q4	–	Sell	-26	Closed	-$2K	–	256
2014 Q3	$2K	Hold	26	–	–	﹤0.01%	139
2014 Q2	$2K	Hold	26	–	–	﹤0.01%	151
2014 Q1	$2K	Hold	26	–	–	﹤0.01%	233
2013 Q4	$2K	Hold	26	–	–	﹤0.01%	176
2013 Q3	$2K	Hold	26	–	–	﹤0.01%	181
2013 Q2	$2K	Buy	+26	New	+$1.69K	﹤0.01%	152

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

BBHC

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 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

Macroview Investment Management's NVS Position: Q3 2017 in Review

Macroview Investment Management sold out of Novartis (NVS) in Q3 2017, closing a stake of 108 shares — an estimated $8K sold.

Macroview Investment Management first reported a position in NVS in Q2 2013 and held it in 7 quarters. The position peaked at $8K in Q2 2017. 938 funds tracked by Wall St. Rank hold NVS as of Q3 2017.

Macroview Investment Management reported no remaining Novartis position as of Q3 2017 after selling out during the quarter.
Macroview Investment Management sold 108 Novartis shares in Q3 2017, an estimated $8K.
Macroview Investment Management first reported a position in Novartis in Q2 2013 and held it in 7 quarters.
Macroview Investment Management's Novartis position peaked at $8K in Q2 2017.
938 funds tracked by Wall St. Rank held Novartis as of Q3 2017.

Based on Macroview Investment Management's 13F filing for Q3 2017, filed 30 Oct 2017.