Premier Asset Management’s Novartis NVS Stock Holding History

Premier Asset Management’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
2017 Q3	–	Sell	-17,901	Closed	-$1.34M	–	113
2017 Q2	$1.34M	Buy	17,901 +419	+2%	+$29.7K	0.31%	46
2017 Q1	$1.16M	Buy	17,482 +14,385	+464%	+$959K	0.28%	52
2016 Q4	$202K	Buy	+3,097	New	+$201K	0.05%	101

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

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Premier Asset Management's NVS Position: Q3 2017 in Review

Premier Asset Management sold out of Novartis (NVS) in Q3 2017, closing a stake of 17,901 shares — an estimated $1.34M sold.

Premier Asset Management first reported a position in NVS in Q4 2016 and held it in 3 quarters. The position peaked at $1.34M in Q2 2017. 938 funds tracked by Wall St. Rank hold NVS as of Q3 2017.

Premier Asset Management reported no remaining Novartis position as of Q3 2017 after selling out during the quarter.
Premier Asset Management sold 17,901 Novartis shares in Q3 2017, an estimated $1.34M.
Premier Asset Management first reported a position in Novartis in Q4 2016 and held it in 3 quarters.
Premier Asset Management's Novartis position peaked at $1.34M in Q2 2017.
938 funds tracked by Wall St. Rank held Novartis as of Q3 2017.

Based on Premier Asset Management's 13F filing for Q3 2017, filed 14 Nov 2017.