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Nationwide Fund Advisors’s Novartis NVS Stock Holding History

Nationwide Fund Advisors’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
-212,297
Closed -$16.3M – 1412
2017
Q3 		$16.3M Sell
212,297
-7,203
-3% -$544K 0.06% 399
2017
Q2 		$16.4M Buy
219,500
+159,665
+267% +$11.3M 0.07% 406
2017
Q1 		$3.98M Buy
59,835
+4,481
+8% +$299K 0.02% 1093
2016
Q4 		$3.61M Sell
55,354
-2,678
-5% -$174K 0.02% 1150
2016
Q3 		$4.11M Sell
58,032
-1,786
-3% -$130K 0.02% 1070
2016
Q2 		$4.42M Sell
59,818
-4,464
-7% -$308K 0.02% 997
2016
Q1 		$4.17M Sell
64,282
-5,356
-8% -$364K 0.02% 1030
2015
Q4 		$5.37M Sell
69,638
-6,862
-9% -$545K 0.02% 879
2015
Q3 		$6.3M Sell
76,500
-463
-0.6% -$41.2K 0.03% 791
2015
Q2 		$6.78M Buy
76,963
+4,080
+6% +$374K 0.03% 797
2015
Q1 		$6.44M Buy
72,883
+5,243
+8% +$465K 0.03% 858
2014
Q4 		$5.62M Buy
67,640
+1,353
+2% +$112K 0.02% 871
2014
Q3 		$5.59M Sell
66,287
-48,962
-42% -$3.96M 0.02% 890
2014
Q2 		$9.35M Sell
115,249
-56,255
-33% -$4.42M 0.04% 613
2014
Q1 		$13.1M Buy
171,504
+10,493
+7% +$765K 0.06% 396
2013
Q4 		$11.6M Sell
161,011
-6,010
-4% -$418K 0.05% 482
2013
Q3 		$11.5M Buy
+167,021
New +$11.1M 0.05% 465

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $786B AUM 40.34% 1-Year Est. Return

Nationwide Fund Advisors's NVS Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Novartis (NVS) in Q4 2017, closing a stake of 212,297 shares — an estimated $16.3M sold.

Nationwide Fund Advisors first reported a position in NVS in Q3 2013 and held it in 17 quarters. The position peaked at $16.4M in Q2 2017. 1,007 funds tracked by Wall St. Rank hold NVS as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Novartis position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 212,297 Novartis shares in Q4 2017, an estimated $16.3M.
  • Nationwide Fund Advisors first reported a position in Novartis in Q3 2013 and held it in 17 quarters.
  • Nationwide Fund Advisors's Novartis position peaked at $16.4M in Q2 2017.
  • 1,007 funds tracked by Wall St. Rank held Novartis as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.