NEXT Financial Holdings’s Novartis NVS Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$260K	Buy	+3,022	New	+$243K	0.07%	298

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

NEXT Financial Holdings's NVS Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Novartis (NVS) in Q1 2019: 3,022 shares worth $260K. The stake represents 0.07% of the portfolio and ranks #298 among its holdings.

1,133 funds tracked by Wall St. Rank hold NVS as of Q1 2019.

NEXT Financial Holdings held 3,022 shares of Novartis worth $260K as of Q1 2019.
Novartis was a new NEXT Financial Holdings position in Q1 2019.
Novartis made up 0.07% of NEXT Financial Holdings's portfolio in Q1 2019, its #298 holding.
1,133 funds tracked by Wall St. Rank held Novartis as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.