Nuveen Fund Advisors’s Novartis NVS Stock Holding History

Nuveen 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
2018 Q4	–	Sell	-2,692	Closed	-$208K	–	92
2018 Q3	$208K	Sell	2,692 -1,088	-29%	-$80.4K	0.46%	102
2018 Q2	$256K	Sell	3,780 -3,106	-45%	-$214K	0.32%	126
2018 Q1	$499K	Sell	6,886 -1,199	-15%	-$91.3K	0.23%	134
2017 Q4	$608K	Sell	8,085 -1,732	-18%	-$131K	0.18%	151
2017 Q3	$755K	Sell	9,817 -2,326	-19%	-$176K	0.15%	176
2017 Q2	$892K	Buy	12,143 +1,012	+9%	+$71.7K	0.14%	190
2017 Q1	$738K	Buy	11,131 +1,479	+15%	+$98.6K	0.1%	239
2016 Q4	$630K	Buy	9,652 +620	+7%	+$40.2K	0.09%	252
2016 Q3	$639K	Buy	9,032 +1,733	+24%	+$126K	0.09%	253
2016 Q2	$540K	Buy	+7,299	New	+$504K	0.08%	257

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

Nuveen Fund Advisors's NVS Position: Q4 2018 in Review

Nuveen Fund Advisors sold out of Novartis (NVS) in Q4 2018, closing a stake of 2,692 shares — an estimated $208K sold.

Nuveen Fund Advisors first reported a position in NVS in Q2 2016 and held it in 10 quarters. The position peaked at $892K in Q2 2017. 1,087 funds tracked by Wall St. Rank hold NVS as of Q4 2018.

Nuveen Fund Advisors reported no remaining Novartis position as of Q4 2018 after selling out during the quarter.
Nuveen Fund Advisors sold 2,692 Novartis shares in Q4 2018, an estimated $208K.
Nuveen Fund Advisors first reported a position in Novartis in Q2 2016 and held it in 10 quarters.
Nuveen Fund Advisors's Novartis position peaked at $892K in Q2 2017.
1,087 funds tracked by Wall St. Rank held Novartis as of Q4 2018.

Based on Nuveen Fund Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.