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Mogy Joel R Investment Counsel’s Novartis NVS Stock Holding History

Mogy Joel R Investment Counsel’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
Q1 		– Sell
-3,444
Closed -$225K – 123
2016
Q4 		$225K Sell
3,444
-335
-9% -$21.7K 0.04% 118
2016
Q3 		$267K Buy
+3,779
New +$275K 0.05% 113

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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mogy Joel R Investment Counsel's NVS Position: Q1 2017 in Review

Mogy Joel R Investment Counsel sold out of Novartis (NVS) in Q1 2017, closing a stake of 3,444 shares — an estimated $225K sold.

Mogy Joel R Investment Counsel first reported a position in NVS in Q3 2016 and held it in 2 quarters. The position peaked at $267K in Q3 2016. 910 funds tracked by Wall St. Rank hold NVS as of Q1 2017.

  • Mogy Joel R Investment Counsel reported no remaining Novartis position as of Q1 2017 after selling out during the quarter.
  • Mogy Joel R Investment Counsel sold 3,444 Novartis shares in Q1 2017, an estimated $225K.
  • Mogy Joel R Investment Counsel first reported a position in Novartis in Q3 2016 and held it in 2 quarters.
  • Mogy Joel R Investment Counsel's Novartis position peaked at $267K in Q3 2016.
  • 910 funds tracked by Wall St. Rank held Novartis as of Q1 2017.

Based on Mogy Joel R Investment Counsel's 13F filing for Q1 2017, filed 9 May 2017.