Stanford Investment Group’s Novartis NVS Stock Holding History

Stanford Investment 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
2017 Q1	–	Sell	-146	Closed	-$10K	–	190
2016 Q4	$10K	Sell	146 -133	-48%	-$8.63K	﹤0.01%	306
2016 Q3	$20K	Hold	279	–	–	0.01%	262
2016 Q2	$21K	Hold	279	–	–	0.01%	244
2016 Q1	$18K	Hold	279	–	–	0.01%	255
2015 Q4	$22K	Buy	279 +133	+91%	+$10.6K	0.01%	211
2015 Q3	$12K	Hold	146	–	–	0.01%	263
2015 Q2	$13K	Hold	146	–	–	0.01%	270
2015 Q1	$13K	Hold	146	–	–	0.01%	269
2014 Q4	$12K	Buy	+146	New	+$12.1K	0.01%	273

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

Stanford Investment Group's NVS Position: Q1 2017 in Review

Stanford Investment Group sold out of Novartis (NVS) in Q1 2017, closing a stake of 146 shares — an estimated $10K sold.

Stanford Investment Group first reported a position in NVS in Q4 2014 and held it in 9 quarters. The position peaked at $22K in Q4 2015. 910 funds tracked by Wall St. Rank hold NVS as of Q1 2017.

Stanford Investment Group reported no remaining Novartis position as of Q1 2017 after selling out during the quarter.
Stanford Investment Group sold 146 Novartis shares in Q1 2017, an estimated $10K.
Stanford Investment Group first reported a position in Novartis in Q4 2014 and held it in 9 quarters.
Stanford Investment Group's Novartis position peaked at $22K in Q4 2015.
910 funds tracked by Wall St. Rank held Novartis as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.