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Portfolio Strategies’s Novartis NVS Stock Holding History

Portfolio Strategies’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
-112
Closed -$9K – 149
2018
Q3 		$9K Hold
112
– – 0.01% 147
2018
Q2 		$8K Sell
112
-401
-78% -$27.7K 0.01% 167
2018
Q1 		$37K Hold
513
– – 0.03% 82
2017
Q4 		$39K Buy
+513
New +$38.7K 0.03% 88

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Portfolio Strategies's NVS Position: Q4 2018 in Review

Portfolio Strategies sold out of Novartis (NVS) in Q4 2018, closing a stake of 112 shares — an estimated $9K sold.

Portfolio Strategies first reported a position in NVS in Q4 2017 and held it in 4 quarters. The position peaked at $39K in Q4 2017. 1,087 funds tracked by Wall St. Rank hold NVS as of Q4 2018.

  • Portfolio Strategies reported no remaining Novartis position as of Q4 2018 after selling out during the quarter.
  • Portfolio Strategies sold 112 Novartis shares in Q4 2018, an estimated $9K.
  • Portfolio Strategies first reported a position in Novartis in Q4 2017 and held it in 4 quarters.
  • Portfolio Strategies's Novartis position peaked at $39K in Q4 2017.
  • 1,087 funds tracked by Wall St. Rank held Novartis as of Q4 2018.

Based on Portfolio Strategies's 13F filing for Q4 2018, filed 4 Feb 2019.