Risk Paradigm Group’s Novartis NVS Stock Holding History

Risk Paradigm Group’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	-223	Closed	-$16.2K	–	169
2018 Q1	$16.2K	Sell	223 -78	-26%	-$5.94K	0.02%	198
2017 Q4	$22.7K	Sell	301 -423	-58%	-$31.9K	0.02%	205
2017 Q3	$55.7K	Buy	724 +550	+316%	+$41.5K	0.07%	138
2017 Q2	$13K	Hold	174	–	–	0.02%	215
2017 Q1	$11.6K	Hold	174	–	–	0.01%	234
2016 Q4	$11.4K	Hold	174	–	–	0.01%	233
2016 Q3	$12.3K	Hold	174	–	–	0.01%	245
2016 Q2	$12.9K	Hold	174	–	–	0.02%	213
2016 Q1	$11.3K	Sell	174 -648	-79%	-$44.1K	0.01%	213
2015 Q4	$63.4K	Buy	822 +469	+133%	+$37.3K	0.08%	123
2015 Q3	$29K	Buy	353 +241	+215%	+$21.4K	0.06%	124
2015 Q2	$9.83K	Hold	112	–	–	0.01%	218
2015 Q1	$9.86K	Buy	+112	New	+$9.93K	0.01%	221

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Risk Paradigm Group's NVS Position: Q2 2018 in Review

Risk Paradigm Group sold out of Novartis (NVS) in Q2 2018, closing a stake of 223 shares — an estimated $16.2K sold.

Risk Paradigm Group first reported a position in NVS in Q1 2015 and held it in 13 quarters. The position peaked at $63.4K in Q4 2015. 987 funds tracked by Wall St. Rank hold NVS as of Q2 2018.

Risk Paradigm Group reported no remaining Novartis position as of Q2 2018 after selling out during the quarter.
Risk Paradigm Group sold 223 Novartis shares in Q2 2018, an estimated $16.2K.
Risk Paradigm Group first reported a position in Novartis in Q1 2015 and held it in 13 quarters.
Risk Paradigm Group's Novartis position peaked at $63.4K in Q4 2015.
987 funds tracked by Wall St. Rank held Novartis as of Q2 2018.

Based on Risk Paradigm Group's 13F filing for Q2 2018, filed 10 Aug 2018.