US Financial Advisors’s Novartis NVS Stock Holding History

US Financial 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 Q2	–	Sell	-40	Closed	-$3K	–	284
2016 Q1	$3K	Hold	40	–	–	0.01%	291
2015 Q4	$3K	Hold	40	–	–	﹤0.01%	431
2015 Q3	$3K	Hold	40	–	–	0.01%	364
2015 Q2	$4K	Buy	+40	New	+$3.67K	﹤0.01%	312

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

US Financial Advisors's NVS Position: Q2 2016 in Review

US Financial Advisors sold out of Novartis (NVS) in Q2 2016, closing a stake of 40 shares — an estimated $3K sold.

US Financial Advisors first reported a position in NVS in Q2 2015 and held it in 4 quarters. The position peaked at $4K in Q2 2015. 879 funds tracked by Wall St. Rank hold NVS as of Q2 2016.

US Financial Advisors reported no remaining Novartis position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 40 Novartis shares in Q2 2016, an estimated $3K.
US Financial Advisors first reported a position in Novartis in Q2 2015 and held it in 4 quarters.
US Financial Advisors's Novartis position peaked at $4K in Q2 2015.
879 funds tracked by Wall St. Rank held Novartis as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.