Santori & Peters Inc’s Novartis NVS Stock Holding History

Santori & Peters Inc’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	-256	Closed	-$19K	–	381
2017 Q4	$19K	Buy	+256	New	+$19.3K	0.02%	202

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

Santori & Peters Inc's NVS Position: Q1 2018 in Review

Santori & Peters Inc sold out of Novartis (NVS) in Q1 2018, closing a stake of 256 shares — an estimated $19K sold.

Santori & Peters Inc first reported a position in NVS in Q4 2017 and held it in 1 quarter. The position peaked at $19K in Q4 2017. 1,012 funds tracked by Wall St. Rank hold NVS as of Q1 2018.

Santori & Peters Inc reported no remaining Novartis position as of Q1 2018 after selling out during the quarter.
Santori & Peters Inc sold 256 Novartis shares in Q1 2018, an estimated $19K.
Santori & Peters Inc first reported a position in Novartis in Q4 2017 and held it in 1 quarter.
Santori & Peters Inc's Novartis position peaked at $19K in Q4 2017.
1,012 funds tracked by Wall St. Rank held Novartis as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.