MassMutual Private Wealth & Trust’s Novartis NVS Stock Holding History

MassMutual Private Wealth & Trust’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 Q4	–	Sell	-751	Closed	-$57.8K	–	958
2017 Q3	$57.8K	Buy	751 +502	+202%	+$37.9K	﹤0.01%	493
2017 Q2	$18.6K	Hold	249	–	–	﹤0.01%	629
2017 Q1	$16.6K	Sell	249 -28	-10%	-$1.87K	﹤0.01%	618
2016 Q4	$18.1K	Buy	+277	New	+$18K	﹤0.01%	433
2016 Q2	$3.07M	Sell	41,582 -336	-0.8%	-$23.2K	0.39%	76
2016 Q1	$2.72M	Sell	41,918 -12,529	-23%	-$852K	0.37%	70
2015 Q4	$4.2M	Buy	54,447 +16,275	+43%	+$1.29M	0.6%	45
2015 Q3	$3.22M	Buy	38,172 +2,285	+6%	+$203K	0.68%	42
2015 Q2	$2.91M	Sell	35,887 -10,952	-23%	-$1M	0.65%	41
2015 Q1	$4.14M	Buy	46,839 +18,638	+66%	+$1.65M	0.68%	37
2014 Q4	$2.34M	Sell	28,201 -9,971	-26%	-$827K	0.76%	31
2014 Q3	$3.22M	Buy	38,172 +14,762	+63%	+$1.19M	0.64%	44
2014 Q2	$1.9M	Buy	23,410 +4,570	+24%	+$359K	0.75%	31
2014 Q1	$1.44M	Buy	18,840 +7,571	+67%	+$552K	0.84%	32
2013 Q4	$812K	Buy	+11,269	New	+$783K	0.75%	35

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MassMutual Private Wealth & Trust's NVS Position: Q4 2017 in Review

MassMutual Private Wealth & Trust sold out of Novartis (NVS) in Q4 2017, closing a stake of 751 shares — an estimated $57.8K sold.

MassMutual Private Wealth & Trust first reported a position in NVS in Q4 2013 and held it in 15 quarters. The position peaked at $4.2M in Q4 2015. 1,006 funds tracked by Wall St. Rank hold NVS as of Q4 2017.

MassMutual Private Wealth & Trust reported no remaining Novartis position as of Q4 2017 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 751 Novartis shares in Q4 2017, an estimated $57.8K.
MassMutual Private Wealth & Trust first reported a position in Novartis in Q4 2013 and held it in 15 quarters.
MassMutual Private Wealth & Trust's Novartis position peaked at $4.2M in Q4 2015.
1,006 funds tracked by Wall St. Rank held Novartis as of Q4 2017.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2017, filed 21 Feb 2018.