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Sheaff Brock Investment Advisors’s Novartis NVS Stock Holding History

Sheaff Brock Investment 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
2017
Q4 		– Sell
-2,657
Closed -$204K – 553
2017
Q3 		$204K Sell
2,657
-391
-13% -$29.5K 0.03% 482
2017
Q2 		$228K Buy
+3,048
New +$216K 0.03% 470
2016
Q4 		– Sell
-3,364
Closed -$238K – 634
2016
Q3 		$238K Sell
3,364
-167
-5% -$12.2K 0.03% 423
2016
Q2 		$261K Sell
3,531
-83
-2% -$5.73K 0.03% 408
2016
Q1 		$235K Sell
3,614
-334
-8% -$22.7K 0.03% 448
2015
Q4 		$304K Buy
+3,948
New +$314K 0.03% 405

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Parnassus Investments
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sheaff Brock Investment Advisors's NVS Position: Q4 2017 in Review

Sheaff Brock Investment Advisors sold out of Novartis (NVS) in Q4 2017, closing a stake of 2,657 shares — an estimated $204K sold.

Sheaff Brock Investment Advisors first reported a position in NVS in Q4 2015 and held it in 6 quarters. The position peaked at $304K in Q4 2015. 1,006 funds tracked by Wall St. Rank hold NVS as of Q4 2017.

  • Sheaff Brock Investment Advisors reported no remaining Novartis position as of Q4 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 2,657 Novartis shares in Q4 2017, an estimated $204K.
  • Sheaff Brock Investment Advisors first reported a position in Novartis in Q4 2015 and held it in 6 quarters.
  • Sheaff Brock Investment Advisors's Novartis position peaked at $304K in Q4 2015.
  • 1,006 funds tracked by Wall St. Rank held Novartis as of Q4 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2017, filed 12 Feb 2018.