Spot Trading’s Novartis NVS Stock Holding History

Spot Trading’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	–	Hold	0	–	–	–	3497
2017 Q2	–	Sell	-720	Closed	-$51K	–	3549
2017 Q1	$48K	Buy	+720	New	+$48K	0.01%	2501
2016 Q4	–	Sell	-2,120	Closed	-$138K	–	3303
2016 Q3	$150K	Sell	2,120 -11,495	-84%	-$838K	0.02%	2247
2016 Q2	$1.01M	Buy	13,615 +340	+3%	+$23.5K	0.14%	1122
2016 Q1	$862K	Buy	13,275 +11,290	+569%	+$768K	0.11%	1197
2015 Q4	$153K	Buy	1,985 +1,965	+9,825%	+$156K	0.01%	2612
2015 Q3	$2K	Buy	+20	New	+$1.78K	﹤0.01%	3786
2015 Q2	–	Hold	0	–	–	–	4290
2015 Q1	–	Sell	-2,028	Closed	-$180K	–	4314
2014 Q4	$168K	Buy	2,028 +331	+20%	+$27.4K	0.01%	3014
2014 Q3	$143K	Sell	1,697 -2,806	-62%	-$227K	0.01%	3354
2014 Q2	$365K	Sell	4,503 -30,230	-87%	-$2.38M	0.01%	2922
2014 Q1	$2.65M	Buy	34,733 +34,681	+66,694%	+$2.53M	0.11%	1278
2013 Q4	$4K	Hold	52	–	–	﹤0.01%	3849
2013 Q3	$4K	Hold	52	–	–	﹤0.01%	3980
2013 Q2	$3K	Buy	+52	New	+$3.38K	﹤0.01%	4084

Other funds holding NVS

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

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 San Francisco, California $501B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return