Rowland Carmichael Advisors’s Novartis NVS Stock Holding History

Rowland Carmichael 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
2016 Q4	–	Sell	-2,873	Closed	-$203K	–	311
2016 Q3	$203K	Hold	2,873	–	–	0.13%	209
2016 Q2	$212K	Buy	+2,873	New	+$198K	0.13%	207

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Rowland Carmichael Advisors's NVS Position: Q4 2016 in Review

Rowland Carmichael Advisors sold out of Novartis (NVS) in Q4 2016, closing a stake of 2,873 shares — an estimated $203K sold.

Rowland Carmichael Advisors first reported a position in NVS in Q2 2016 and held it in 2 quarters. The position peaked at $212K in Q2 2016. 904 funds tracked by Wall St. Rank hold NVS as of Q4 2016.

Rowland Carmichael Advisors reported no remaining Novartis position as of Q4 2016 after selling out during the quarter.
Rowland Carmichael Advisors sold 2,873 Novartis shares in Q4 2016, an estimated $203K.
Rowland Carmichael Advisors first reported a position in Novartis in Q2 2016 and held it in 2 quarters.
Rowland Carmichael Advisors's Novartis position peaked at $212K in Q2 2016.
904 funds tracked by Wall St. Rank held Novartis as of Q4 2016.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2016, filed 10 Feb 2020.