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WFG Advisors’s Novartis NVS Stock Holding History

WFG 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
Q2 		$102K Buy
1,363
+376
+38% +$26.6K 0.02% 520
2017
Q1 		$66K Sell
987
-46
-4% -$3.06K 0.02% 593
2016
Q4 		$67K Sell
1,033
-662
-39% -$42.9K 0.02% 649
2016
Q3 		$120K Sell
1,695
-117
-6% -$8.53K 0.03% 478
2016
Q2 		$134K Buy
1,812
+148
+9% +$10.2K 0.04% 431
2016
Q1 		$108K Sell
1,664
-76
-4% -$5.17K 0.03% 456
2015
Q4 		$134K Buy
1,740
+112
+7% +$8.9K 0.04% 395
2015
Q3 		$134K Sell
1,628
-58
-3% -$5.16K 0.04% 387
2015
Q2 		$149K Buy
1,686
+59
+4% +$5.41K 0.04% 423
2015
Q1 		$144K Sell
1,627
-2,573
-61% -$228K 0.04% 434
2014
Q4 		$349K Sell
4,200
-1,300
-24% -$108K 0.07% 308
2014
Q3 		$464K Buy
5,500
+134
+2% +$10.8K 0.09% 270
2014
Q2 		$435K Buy
5,366
+375
+8% +$29.5K 0.08% 283
2014
Q1 		$380K Sell
4,991
-357
-7% -$26K 0.08% 290
2013
Q4 		$385K Buy
5,348
+308
+6% +$21.4K 0.05% 364
2013
Q3 		$346K Sell
5,040
-259
-5% -$17.1K 0.05% 364
2013
Q2 		$336K Buy
+5,299
New +$345K 0.06% 342

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Franklin Resources
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
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WFG Advisors's NVS Position: Q2 2017 in Review

WFG Advisors increased its Novartis (NVS) stake by 38% in Q2 2017, buying an estimated $26.6K and bringing the position to 1,363 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #520.

WFG Advisors first reported a position in NVS in Q2 2013 and has held it in 17 quarters since. The position peaked at $464K in Q3 2014. 921 funds tracked by Wall St. Rank hold NVS as of Q2 2017.

  • WFG Advisors held 1,363 shares of Novartis worth $102K as of Q2 2017.
  • WFG Advisors bought 376 Novartis shares in Q2 2017, an estimated $26.6K.
  • Novartis made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #520 holding.
  • WFG Advisors first reported a position in Novartis in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Novartis position peaked at $464K in Q3 2014.
  • 921 funds tracked by Wall St. Rank held Novartis as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.