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Shikiar Asset Management’s Novartis NVS Stock Holding History

Shikiar Asset Management’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
-2,790
Closed -$215K – 98
2017
Q3 		$215K Buy
+2,790
New +$211K 0.09% 98

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Parnassus Investments
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BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Wells Fargo
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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

Shikiar Asset Management's NVS Position: Q4 2017 in Review

Shikiar Asset Management sold out of Novartis (NVS) in Q4 2017, closing a stake of 2,790 shares — an estimated $215K sold.

Shikiar Asset Management first reported a position in NVS in Q3 2017 and held it in 1 quarter. The position peaked at $215K in Q3 2017. 1,006 funds tracked by Wall St. Rank hold NVS as of Q4 2017.

  • Shikiar Asset Management reported no remaining Novartis position as of Q4 2017 after selling out during the quarter.
  • Shikiar Asset Management sold 2,790 Novartis shares in Q4 2017, an estimated $215K.
  • Shikiar Asset Management first reported a position in Novartis in Q3 2017 and held it in 1 quarter.
  • Shikiar Asset Management's Novartis position peaked at $215K in Q3 2017.
  • 1,006 funds tracked by Wall St. Rank held Novartis as of Q4 2017.

Based on Shikiar Asset Management's 13F filing for Q4 2017, filed 26 Jan 2018.