Vantage Investment Advisors’s Novartis NVS Stock Holding History

Vantage Investment 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
2018 Q3	$4K	Buy	+56	New	+$4.14K	﹤0.01%	656
2018 Q2	–	Sell	-223	Closed	-$16K	–	796
2018 Q1	$16K	Hold	223	–	–	﹤0.01%	469
2017 Q4	$17K	Sell	223 -488	-69%	-$36.8K	﹤0.01%	477
2017 Q3	$55K	Hold	711	–	–	0.01%	254
2017 Q2	$53K	Buy	711 +352	+98%	+$24.9K	0.02%	251
2017 Q1	$24K	Hold	359	–	–	0.01%	371
2016 Q4	$23K	Sell	359 -224	-38%	-$14.5K	0.01%	380
2016 Q3	$41K	Buy	583 +192	+49%	+$14K	0.02%	271
2016 Q2	$29K	Sell	391 -110	-22%	-$7.6K	0.01%	348
2016 Q1	$25K	Buy	501 +278	+125%	+$18.9K	0.01%	361
2015 Q4	$17K	Hold	223	–	–	0.01%	415
2015 Q3	$18K	Hold	223	–	–	0.01%	397
2015 Q2	$20K	Sell	223 -223	-50%	-$20.5K	0.01%	377
2015 Q1	$39K	Buy	446 +223	+100%	+$19.8K	0.01%	380
2014 Q4	$19K	Hold	223	–	–	0.01%	391
2014 Q3	$19K	Hold	223	–	–	0.01%	371
2014 Q2	$18K	Buy	+223	New	+$17.5K	0.01%	400

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

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Vantage Investment Advisors's NVS Position: Q3 2018 in Review

Vantage Investment Advisors opened a new position in Novartis (NVS) in Q3 2018: 56 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #656 among its holdings. This is a return to the name: Vantage Investment Advisors previously reported a position in NVS as recently as Q1 2018.

Vantage Investment Advisors first reported a position in NVS in Q2 2014 and has held it in 17 quarters since. The position peaked at $55K in Q3 2017. 1,028 funds tracked by Wall St. Rank hold NVS as of Q3 2018.

Vantage Investment Advisors held 56 shares of Novartis worth $4K as of Q3 2018.
Novartis was a new Vantage Investment Advisors position in Q3 2018.
Novartis made up ﹤0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #656 holding.
Vantage Investment Advisors first reported a position in Novartis in Q2 2014 and has held it in 17 quarters since.
Vantage Investment Advisors's Novartis position peaked at $55K in Q3 2017.
1,028 funds tracked by Wall St. Rank held Novartis as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.