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Tiedemann Advisors’s Novartis NVS Stock Holding History

Tiedemann 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
2017
Q4 		– Sell
-3,868
Closed -$275K – 305
2017
Q3 		$275K Buy
3,868
+141
+4% +$10.6K 0.02% 293
2017
Q2 		$279K Sell
3,727
-208
-5% -$14.7K 0.02% 376
2017
Q1 		$262K Sell
3,935
-2,348
-37% -$156K 0.02% 333
2016
Q4 		$410K Buy
6,283
+2,935
+88% +$190K 0.04% 234
2016
Q3 		$218K Buy
+3,348
New +$244K 0.05% 121

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Tiedemann Advisors's NVS Position: Q4 2017 in Review

Tiedemann Advisors sold out of Novartis (NVS) in Q4 2017, closing a stake of 3,868 shares — an estimated $275K sold.

Tiedemann Advisors first reported a position in NVS in Q3 2016 and held it in 5 quarters. The position peaked at $410K in Q4 2016. 1,006 funds tracked by Wall St. Rank hold NVS as of Q4 2017.

  • Tiedemann Advisors reported no remaining Novartis position as of Q4 2017 after selling out during the quarter.
  • Tiedemann Advisors sold 3,868 Novartis shares in Q4 2017, an estimated $275K.
  • Tiedemann Advisors first reported a position in Novartis in Q3 2016 and held it in 5 quarters.
  • Tiedemann Advisors's Novartis position peaked at $410K in Q4 2016.
  • 1,006 funds tracked by Wall St. Rank held Novartis as of Q4 2017.

Based on Tiedemann Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.