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Smith Shellnut Wilson’s Novartis NVS Stock Holding History

Smith Shellnut Wilson’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
Q3 		– Sell
-3,431
Closed -$254K – 147
2017
Q2 		$254K Buy
+3,431
New +$243K 0.26% 100
2017
Q1 		– Sell
-3,174
Closed -$207K – 123
2016
Q4 		$207K Buy
+3,174
New +$206K 0.2% 120

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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

Smith Shellnut Wilson's NVS Position: Q3 2017 in Review

Smith Shellnut Wilson sold out of Novartis (NVS) in Q3 2017, closing a stake of 3,431 shares — an estimated $254K sold.

Smith Shellnut Wilson first reported a position in NVS in Q4 2016 and held it in 2 quarters. The position peaked at $254K in Q2 2017. 937 funds tracked by Wall St. Rank hold NVS as of Q3 2017.

  • Smith Shellnut Wilson reported no remaining Novartis position as of Q3 2017 after selling out during the quarter.
  • Smith Shellnut Wilson sold 3,431 Novartis shares in Q3 2017, an estimated $254K.
  • Smith Shellnut Wilson first reported a position in Novartis in Q4 2016 and held it in 2 quarters.
  • Smith Shellnut Wilson's Novartis position peaked at $254K in Q2 2017.
  • 937 funds tracked by Wall St. Rank held Novartis as of Q3 2017.

Based on Smith Shellnut Wilson's 13F filing for Q3 2017, filed 17 Nov 2017.