SRH Advisors’s Novartis NVS Stock Holding History

SRH 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
2016 Q4	–	Sell	-26	Closed	-$2K	–	231
2016 Q3	$2K	Hold	26	–	–	0.01%	191
2016 Q2	$2K	Hold	26	–	–	0.01%	187
2016 Q1	$2K	Hold	26	–	–	0.01%	192
2015 Q4	$2K	Hold	26	–	–	0.01%	187
2015 Q3	$2K	Hold	26	–	–	0.01%	194
2015 Q2	$2K	Hold	26	–	–	0.01%	193
2015 Q1	$2K	Hold	26	–	–	0.01%	182
2014 Q4	$2K	Hold	26	–	–	0.01%	182
2014 Q3	$2K	Buy	+26	New	+$2.1K	0.02%	166

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

SRH Advisors's NVS Position: Q4 2016 in Review

SRH Advisors sold out of Novartis (NVS) in Q4 2016, closing a stake of 26 shares — an estimated $2K sold.

SRH Advisors first reported a position in NVS in Q3 2014 and held it in 9 quarters. The position peaked at $2K in Q3 2016. 905 funds tracked by Wall St. Rank hold NVS as of Q4 2016.

SRH Advisors reported no remaining Novartis position as of Q4 2016 after selling out during the quarter.
SRH Advisors sold 26 Novartis shares in Q4 2016, an estimated $2K.
SRH Advisors first reported a position in Novartis in Q3 2014 and held it in 9 quarters.
SRH Advisors's Novartis position peaked at $2K in Q3 2016.
905 funds tracked by Wall St. Rank held Novartis as of Q4 2016.

Based on SRH Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.