RPg Family Wealth Advisory’s Novartis NVS Stock Holding History

RPg Family Wealth Advisory’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 Q1	–	Sell	-147	Closed	-$11.1K	–	274
2017 Q4	$11.1K	Sell	147 -27	-16%	-$2.04K	0.01%	261
2017 Q3	$13.4K	Buy	+174	New	+$13.1K	0.01%	249
2017 Q1	–	Sell	-460	Closed	-$30K	–	318
2016 Q4	$30K	Sell	460 -47	-9%	-$3.05K	0.03%	156
2016 Q3	$35.8K	Buy	507 +182	+56%	+$13.3K	0.03%	140
2016 Q2	$24K	Buy	+325	New	+$22.5K	0.01%	178

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 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

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

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

RPg Family Wealth Advisory's NVS Position: Q1 2018 in Review

RPg Family Wealth Advisory sold out of Novartis (NVS) in Q1 2018, closing a stake of 147 shares — an estimated $11.1K sold.

RPg Family Wealth Advisory first reported a position in NVS in Q2 2016 and held it in 5 quarters. The position peaked at $35.8K in Q3 2016. 1,012 funds tracked by Wall St. Rank hold NVS as of Q1 2018.

RPg Family Wealth Advisory reported no remaining Novartis position as of Q1 2018 after selling out during the quarter.
RPg Family Wealth Advisory sold 147 Novartis shares in Q1 2018, an estimated $11.1K.
RPg Family Wealth Advisory first reported a position in Novartis in Q2 2016 and held it in 5 quarters.
RPg Family Wealth Advisory's Novartis position peaked at $35.8K in Q3 2016.
1,012 funds tracked by Wall St. Rank held Novartis as of Q1 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2018, filed 15 May 2018.