Stumpf Capital Management’s Novartis NVS Stock Holding History

Stumpf Capital Management’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	-80	Closed	-$6K	–	42
2017 Q4	$6K	Buy	+80	New	+$6.04K	0.01%	36

Other funds holding NVS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stumpf Capital Management's NVS Position: Q1 2018 in Review

Stumpf Capital Management sold out of Novartis (NVS) in Q1 2018, closing a stake of 80 shares — an estimated $6K sold.

Stumpf Capital Management first reported a position in NVS in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 1,012 funds tracked by Wall St. Rank hold NVS as of Q1 2018.

Stumpf Capital Management reported no remaining Novartis position as of Q1 2018 after selling out during the quarter.
Stumpf Capital Management sold 80 Novartis shares in Q1 2018, an estimated $6K.
Stumpf Capital Management first reported a position in Novartis in Q4 2017 and held it in 1 quarter.
Stumpf Capital Management's Novartis position peaked at $6K in Q4 2017.
1,012 funds tracked by Wall St. Rank held Novartis as of Q1 2018.

Based on Stumpf Capital Management's 13F filing for Q1 2018, filed 14 May 2018.