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R&F Capital Advisors’s Novartis NVS Stock Holding History

R&F Capital 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
2017
Q1 		$659K Sell
9,905
-2,008
-17% -$134K 0.17% 177
2016
Q4 		$778K Buy
+11,913
New +$773K 0.27% 104

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

R&F Capital Advisors's NVS Position: Q1 2017 in Review

R&F Capital Advisors reduced its Novartis (NVS) stake by 17% in Q1 2017, selling an estimated $134K and leaving 9,905 shares worth $659K. The position accounts for 0.17% of the portfolio, ranked #177.

R&F Capital Advisors first reported a position in NVS in Q4 2016 and has held it in 2 quarters since. The position peaked at $778K in Q4 2016. 910 funds tracked by Wall St. Rank hold NVS as of Q1 2017.

  • R&F Capital Advisors held 9,905 shares of Novartis worth $659K as of Q1 2017.
  • R&F Capital Advisors sold 2,008 Novartis shares in Q1 2017, an estimated $134K.
  • Novartis made up 0.17% of R&F Capital Advisors's portfolio in Q1 2017, its #177 holding.
  • R&F Capital Advisors first reported a position in Novartis in Q4 2016 and has held it in 2 quarters since.
  • R&F Capital Advisors's Novartis position peaked at $778K in Q4 2016.
  • 910 funds tracked by Wall St. Rank held Novartis as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.