Taylor Wealth Management Partners’s Novartis NVS Stock Holding History

Taylor Wealth Management Partners’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
2019 Q1	–	Sell	-156	Closed	-$12K	–	94
2018 Q4	$12K	Hold	156	–	–	0.01%	82
2018 Q3	$12K	Buy	+156	New	+$11.5K	0.01%	96
2015 Q4	–	Sell	-753	Closed	-$62K	–	158
2015 Q3	$62K	Sell	753 -168	-18%	-$15K	0.03%	71
2015 Q2	$81K	Buy	921 +754	+451%	+$69.2K	0.03%	77
2015 Q1	$15K	Buy	+167	New	+$14.8K	﹤0.01%	124

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Taylor Wealth Management Partners's NVS Position: Q1 2019 in Review

Taylor Wealth Management Partners sold out of Novartis (NVS) in Q1 2019, closing a stake of 156 shares — an estimated $12K sold.

Taylor Wealth Management Partners first reported a position in NVS in Q1 2015 and held it in 5 quarters. The position peaked at $81K in Q2 2015. 1,133 funds tracked by Wall St. Rank hold NVS as of Q1 2019.

Taylor Wealth Management Partners reported no remaining Novartis position as of Q1 2019 after selling out during the quarter.
Taylor Wealth Management Partners sold 156 Novartis shares in Q1 2019, an estimated $12K.
Taylor Wealth Management Partners first reported a position in Novartis in Q1 2015 and held it in 5 quarters.
Taylor Wealth Management Partners's Novartis position peaked at $81K in Q2 2015.
1,133 funds tracked by Wall St. Rank held Novartis as of Q1 2019.

Based on Taylor Wealth Management Partners's 13F filing for Q1 2019, filed 14 May 2019.