Orrstown Financial Services’s Novartis NVS Stock Holding History

Orrstown Financial Services’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 Q2	–	Sell	-78	Closed	-$6K	–	334
2018 Q1	$6K	Hold	78	–	–	0.01%	254
2017 Q4	$6K	Buy	+78	New	+$5.88K	0.01%	251
2017 Q3	–	Sell	-167	Closed	-$13K	–	339
2017 Q2	$13K	Buy	+167	New	+$11.8K	0.01%	212
2016 Q1	–	Sell	-103	Closed	-$8K	–	231
2015 Q4	$8K	Hold	103	–	–	0.01%	174
2015 Q3	$8K	Buy	+103	New	+$9.17K	0.01%	183

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Orrstown Financial Services's NVS Position: Q2 2018 in Review

Orrstown Financial Services sold out of Novartis (NVS) in Q2 2018, closing a stake of 78 shares — an estimated $6K sold.

Orrstown Financial Services first reported a position in NVS in Q3 2015 and held it in 5 quarters. The position peaked at $13K in Q2 2017. 987 funds tracked by Wall St. Rank hold NVS as of Q2 2018.

Orrstown Financial Services reported no remaining Novartis position as of Q2 2018 after selling out during the quarter.
Orrstown Financial Services sold 78 Novartis shares in Q2 2018, an estimated $6K.
Orrstown Financial Services first reported a position in Novartis in Q3 2015 and held it in 5 quarters.
Orrstown Financial Services's Novartis position peaked at $13K in Q2 2017.
987 funds tracked by Wall St. Rank held Novartis as of Q2 2018.

Based on Orrstown Financial Services's 13F filing for Q2 2018, filed 23 Jul 2018.