NPC
NVS icon

National Planning Corporation’s Novartis NVS Stock Holding History

National Planning Corporation’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
-5,453
Closed -$419K – 423
2017
Q3 		$419K Buy
5,453
+169
+3% +$12.8K 0.04% 411
2017
Q2 		$396K Sell
5,284
-10,635
-67% -$754K 0.03% 474
2017
Q1 		$1.07M Sell
15,919
-25
-0.2% -$1.67K 0.08% 233
2016
Q4 		$1.04M Sell
15,944
-107
-0.7% -$6.94K 0.08% 229
2016
Q3 		$1.02M Sell
16,051
-2,908
-15% -$212K 0.08% 234
2016
Q2 		$1.41M Sell
18,959
-2,592
-12% -$179K 0.11% 191
2016
Q1 		$1.41M Sell
21,551
-675
-3% -$45.9K 0.12% 176
2015
Q4 		$1.48M Buy
22,226
+2,102
+10% +$167K 0.12% 193
2015
Q3 		$1.62M Sell
20,124
-4,924
-20% -$438K 0.15% 152
2015
Q2 		$2.29M Buy
25,048
+1,234
+5% +$113K 0.21% 106
2015
Q1 		$2.18M Buy
23,814
+2,535
+12% +$225K 0.19% 113
2014
Q4 		$1.76M Sell
21,279
-1,664
-7% -$138K 0.12% 158
2014
Q3 		$1.9M Buy
22,943
+517
+2% +$41.8K 0.14% 141
2014
Q2 		$1.82M Buy
22,426
+2,100
+10% +$165K 0.14% 145
2014
Q1 		$1.54M Buy
20,326
+1,678
+9% +$122K 0.13% 159
2013
Q4 		$1.34M Buy
18,648
+2,927
+19% +$203K 0.12% 189
2013
Q3 		$1.09M Buy
15,721
+6,052
+63% +$400K 0.11% 204
2013
Q2 		$612K Buy
+9,669
New +$629K 0.08% 250

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
Parnassus Investments
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
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

National Planning Corporation's NVS Position: Q4 2017 in Review

National Planning Corporation sold out of Novartis (NVS) in Q4 2017, closing a stake of 5,453 shares — an estimated $419K sold.

National Planning Corporation first reported a position in NVS in Q2 2013 and held it in 18 quarters. The position peaked at $2.29M in Q2 2015. 1,006 funds tracked by Wall St. Rank hold NVS as of Q4 2017.

  • National Planning Corporation reported no remaining Novartis position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 5,453 Novartis shares in Q4 2017, an estimated $419K.
  • National Planning Corporation first reported a position in Novartis in Q2 2013 and held it in 18 quarters.
  • National Planning Corporation's Novartis position peaked at $2.29M in Q2 2015.
  • 1,006 funds tracked by Wall St. Rank held Novartis as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.