Tillar-Wenstrup Advisors’s Novartis NVS Stock Holding History

Tillar-Wenstrup 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
2016 Q4	–	Sell	-26,208	Closed	-$1.85M	–	53
2016 Q3	$1.85M	Buy	26,208 +49	+0.2%	+$3.57K	1.69%	35
2016 Q2	$1.93M	Buy	26,159 +5,485	+27%	+$379K	1.91%	25
2016 Q1	$1.34M	Sell	20,674 -1,683	-8%	-$114K	1.54%	35
2015 Q4	$1.72M	Buy	22,357 +166	+0.7%	+$13.2K	1.71%	32
2015 Q3	$1.83M	Buy	+22,191	New	+$1.97M	1.84%	32
2014 Q4	–	Sell	-29,341	Closed	-$2.48M	–	42
2014 Q3	$2.48M	Sell	29,341 -1,138	-4%	-$92.1K	2.29%	12
2014 Q2	$2.47M	Sell	30,479 -1,077	-3%	-$84.7K	1.98%	19
2014 Q1	$2.4M	Buy	31,556 +597	+2%	+$43.5K	2.19%	16
2013 Q4	$2.23M	Buy	+30,959	New	+$2.15M	2.29%	17

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

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

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

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

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Tillar-Wenstrup Advisors's NVS Position: Q4 2016 in Review

Tillar-Wenstrup Advisors sold out of Novartis (NVS) in Q4 2016, closing a stake of 26,208 shares — an estimated $1.85M sold.

Tillar-Wenstrup Advisors first reported a position in NVS in Q4 2013 and held it in 9 quarters. The position peaked at $2.48M in Q3 2014. 904 funds tracked by Wall St. Rank hold NVS as of Q4 2016.

Tillar-Wenstrup Advisors reported no remaining Novartis position as of Q4 2016 after selling out during the quarter.
Tillar-Wenstrup Advisors sold 26,208 Novartis shares in Q4 2016, an estimated $1.85M.
Tillar-Wenstrup Advisors first reported a position in Novartis in Q4 2013 and held it in 9 quarters.
Tillar-Wenstrup Advisors's Novartis position peaked at $2.48M in Q3 2014.
904 funds tracked by Wall St. Rank held Novartis as of Q4 2016.

Based on Tillar-Wenstrup Advisors's 13F filing for Q4 2016, filed 27 Jan 2017.