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Starfire Investment Advisers’s Novartis NVS Stock Holding History

Starfire Investment Advisers’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
Q1 		– Sell
-3,173
Closed -$239K – 202
2017
Q4 		$239K Buy
+3,173
New +$239K 0.19% 136

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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Starfire Investment Advisers's NVS Position: Q1 2018 in Review

Starfire Investment Advisers sold out of Novartis (NVS) in Q1 2018, closing a stake of 3,173 shares — an estimated $239K sold.

Starfire Investment Advisers first reported a position in NVS in Q4 2017 and held it in 1 quarter. The position peaked at $239K in Q4 2017. 1,012 funds tracked by Wall St. Rank hold NVS as of Q1 2018.

  • Starfire Investment Advisers reported no remaining Novartis position as of Q1 2018 after selling out during the quarter.
  • Starfire Investment Advisers sold 3,173 Novartis shares in Q1 2018, an estimated $239K.
  • Starfire Investment Advisers first reported a position in Novartis in Q4 2017 and held it in 1 quarter.
  • Starfire Investment Advisers's Novartis position peaked at $239K in Q4 2017.
  • 1,012 funds tracked by Wall St. Rank held Novartis as of Q1 2018.

Based on Starfire Investment Advisers's 13F filing for Q1 2018, filed 20 Apr 2018.