Thomas Russo’s Novartis NVS Stock Holding History

Thomas Russo’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	-140	Closed	-$10K	–	145
2017 Q4	$10K	Buy	+140	New	+$10.6K	﹤0.01%	186

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Thomas Russo's NVS Position: Q1 2018 in Review

Thomas Russo sold out of Novartis (NVS) in Q1 2018, closing a stake of 140 shares — an estimated $10K sold.

Thomas Russo first reported a position in NVS in Q4 2017 and held it in 1 quarter. The position peaked at $10K in Q4 2017. 1,013 funds tracked by Wall St. Rank hold NVS as of Q1 2018.

Thomas Russo reported no remaining Novartis position as of Q1 2018 after selling out during the quarter.
Thomas Russo sold 140 Novartis shares in Q1 2018, an estimated $10K.
Thomas Russo first reported a position in Novartis in Q4 2017 and held it in 1 quarter.
Thomas Russo's Novartis position peaked at $10K in Q4 2017.
1,013 funds tracked by Wall St. Rank held Novartis as of Q1 2018.

Based on Gardner Russo & Quinn's 13F filing for Q1 2018, filed 11 May 2018.