TCG Advisors’s Novartis NVS Stock Holding History

TCG 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
2019 Q3	–	Sell	-600	Closed	-$55K	–	313
2019 Q2	$55K	Sell	600 -70	-10%	-$5.92K	0.05%	138
2019 Q1	$58K	Buy	+670	New	+$53.8K	0.05%	138

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

TCG Advisors's NVS Position: Q3 2019 in Review

TCG Advisors sold out of Novartis (NVS) in Q3 2019, closing a stake of 600 shares — an estimated $55K sold.

TCG Advisors first reported a position in NVS in Q1 2019 and held it in 2 quarters. The position peaked at $58K in Q1 2019. 1,090 funds tracked by Wall St. Rank hold NVS as of Q3 2019.

TCG Advisors reported no remaining Novartis position as of Q3 2019 after selling out during the quarter.
TCG Advisors sold 600 Novartis shares in Q3 2019, an estimated $55K.
TCG Advisors first reported a position in Novartis in Q1 2019 and held it in 2 quarters.
TCG Advisors's Novartis position peaked at $58K in Q1 2019.
1,090 funds tracked by Wall St. Rank held Novartis as of Q3 2019.

Based on TCG Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.