Riggs Asset Management’s Novartis NVS Stock Holding History

Riggs 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
2018 Q2	–	Sell	-446	Closed	-$32K	–	267
2018 Q1	$32K	Hold	446	–	–	0.01%	145
2017 Q4	$34K	Hold	446	–	–	0.01%	141
2017 Q3	$34K	Hold	446	–	–	0.02%	145
2017 Q2	$33K	Buy	+446	New	+$31.6K	0.01%	159

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

Riggs Asset Management's NVS Position: Q2 2018 in Review

Riggs Asset Management sold out of Novartis (NVS) in Q2 2018, closing a stake of 446 shares — an estimated $32K sold.

Riggs Asset Management first reported a position in NVS in Q2 2017 and held it in 4 quarters. The position peaked at $34K in Q4 2017. 987 funds tracked by Wall St. Rank hold NVS as of Q2 2018.

Riggs Asset Management reported no remaining Novartis position as of Q2 2018 after selling out during the quarter.
Riggs Asset Management sold 446 Novartis shares in Q2 2018, an estimated $32K.
Riggs Asset Management first reported a position in Novartis in Q2 2017 and held it in 4 quarters.
Riggs Asset Management's Novartis position peaked at $34K in Q4 2017.
987 funds tracked by Wall St. Rank held Novartis as of Q2 2018.

Based on Riggs Asset Management's 13F filing for Q2 2018, filed 27 Jul 2018.