MinichMacGregor Wealth Management’s Novartis NVS Stock Holding History

MinichMacGregor 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
2018 Q4	–	Sell	-19	Closed	-$1K	–	362
2018 Q3	$1K	Sell	19 -17	-47%	-$1.26K	﹤0.01%	488
2018 Q2	$2K	Sell	36 -18	-33%	-$1.24K	﹤0.01%	445
2018 Q1	$3K	Buy	54 +12	+29%	+$914	﹤0.01%	407
2017 Q4	$3K	Buy	42 +5	+14%	+$377	﹤0.01%	398
2017 Q3	$2K	Buy	37 +17	+85%	+$1.28K	﹤0.01%	398
2017 Q2	$1K	Hold	20	–	–	﹤0.01%	440
2017 Q1	$1K	Hold	20	–	–	﹤0.01%	429
2016 Q4	$1K	Hold	20	–	–	﹤0.01%	429
2016 Q3	$1K	Sell	20 -2	-9%	-$146	﹤0.01%	428
2016 Q2	$1K	Hold	22	–	–	﹤0.01%	409
2016 Q1	$1K	Buy	+22	New	+$1.5K	﹤0.01%	394

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

MinichMacGregor Wealth Management's NVS Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Novartis (NVS) in Q4 2018, closing a stake of 19 shares — an estimated $1K sold.

MinichMacGregor Wealth Management first reported a position in NVS in Q1 2016 and held it in 11 quarters. The position peaked at $3K in Q1 2018. 1,087 funds tracked by Wall St. Rank hold NVS as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining Novartis position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 19 Novartis shares in Q4 2018, an estimated $1K.
MinichMacGregor Wealth Management first reported a position in Novartis in Q1 2016 and held it in 11 quarters.
MinichMacGregor Wealth Management's Novartis position peaked at $3K in Q1 2018.
1,087 funds tracked by Wall St. Rank held Novartis as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.