Signature Wealth Management Group’s Novartis NVS Stock Holding History

Signature Wealth Management Group’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 Q4	–	Sell	-160	Closed	-$12K	–	230
2018 Q3	$12K	Buy	160 +58	+57%	+$4.29K	0.01%	173
2018 Q2	$7K	Hold	102	–	–	0.01%	215
2018 Q1	$7K	Hold	102	–	–	0.01%	213
2017 Q4	$8K	Buy	+102	New	+$7.7K	0.01%	213

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Signature Wealth Management Group's NVS Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Novartis (NVS) in Q4 2018, closing a stake of 160 shares — an estimated $12K sold.

Signature Wealth Management Group first reported a position in NVS in Q4 2017 and held it in 4 quarters. The position peaked at $12K in Q3 2018. 1,087 funds tracked by Wall St. Rank hold NVS as of Q4 2018.

Signature Wealth Management Group reported no remaining Novartis position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 160 Novartis shares in Q4 2018, an estimated $12K.
Signature Wealth Management Group first reported a position in Novartis in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's Novartis position peaked at $12K in Q3 2018.
1,087 funds tracked by Wall St. Rank held Novartis as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.