McAdam LLC’s Novartis NVS Stock Holding History

McAdam LLC’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	-173	Closed	-$13K	–	433
2018 Q3	$13K	Hold	173	–	–	﹤0.01%	311
2018 Q2	$12K	Hold	173	–	–	﹤0.01%	306
2018 Q1	$13K	Buy	+173	New	+$13.2K	0.01%	304

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

McAdam LLC's NVS Position: Q4 2018 in Review

McAdam LLC sold out of Novartis (NVS) in Q4 2018, closing a stake of 173 shares — an estimated $13K sold.

McAdam LLC first reported a position in NVS in Q1 2018 and held it in 3 quarters. The position peaked at $13K in Q3 2018. 1,087 funds tracked by Wall St. Rank hold NVS as of Q4 2018.

McAdam LLC reported no remaining Novartis position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 173 Novartis shares in Q4 2018, an estimated $13K.
McAdam LLC first reported a position in Novartis in Q1 2018 and held it in 3 quarters.
McAdam LLC's Novartis position peaked at $13K in Q3 2018.
1,087 funds tracked by Wall St. Rank held Novartis as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.