O'Brien Wealth Partners’s Novartis NVS Stock Holding History

O'Brien Wealth Partners’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	-6	Closed	–	–	156
2018 Q3	$0	Buy	+6	New	+$444	﹤0.01%	219
2018 Q2	–	Sell	-6	Closed	–	–	154
2018 Q1	$0	Buy	+6	New	+$457	﹤0.01%	185

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

O'Brien Wealth Partners's NVS Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Novartis (NVS) in Q4 2018, closing a stake of 6 shares.

O'Brien Wealth Partners first reported a position in NVS in Q1 2018 and held it in 2 quarters. The position peaked at $0 in Q3 2018. 1,088 funds tracked by Wall St. Rank hold NVS as of Q4 2018.

O'Brien Wealth Partners reported no remaining Novartis position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 6 Novartis shares in Q4 2018.
O'Brien Wealth Partners first reported a position in Novartis in Q1 2018 and held it in 2 quarters.
O'Brien Wealth Partners's Novartis position peaked at $0 in Q3 2018.
1,088 funds tracked by Wall St. Rank held Novartis as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.