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McKinley Carter Wealth Services’s Novartis NVS Stock Holding History

McKinley Carter Wealth Services’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
Q2 		– Sell
-924
Closed -$67K – 308
2018
Q1 		$67K Buy
+924
New +$70.3K 0.02% 241

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

McKinley Carter Wealth Services's NVS Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Novartis (NVS) in Q2 2018, closing a stake of 924 shares — an estimated $67K sold.

McKinley Carter Wealth Services first reported a position in NVS in Q1 2018 and held it in 1 quarter. The position peaked at $67K in Q1 2018. 987 funds tracked by Wall St. Rank hold NVS as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Novartis position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 924 Novartis shares in Q2 2018, an estimated $67K.
  • McKinley Carter Wealth Services first reported a position in Novartis in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Novartis position peaked at $67K in Q1 2018.
  • 987 funds tracked by Wall St. Rank held Novartis as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.