XR Securities’s Novartis NVS Stock Holding History

XR Securities’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
2019 Q3	–	Sell	-5,941	Closed	-$542K	–	296
2019 Q2	$542K	Buy	+5,941	New	+$503K	0.1%	59

Other funds holding NVS

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

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

XR Securities's NVS Position: Q3 2019 in Review

XR Securities sold out of Novartis (NVS) in Q3 2019, closing a stake of 5,941 shares — an estimated $542K sold.

XR Securities first reported a position in NVS in Q2 2019 and held it in 1 quarter. The position peaked at $542K in Q2 2019. 1,090 funds tracked by Wall St. Rank hold NVS as of Q3 2019.

XR Securities reported no remaining Novartis position as of Q3 2019 after selling out during the quarter.
XR Securities sold 5,941 Novartis shares in Q3 2019, an estimated $542K.
XR Securities first reported a position in Novartis in Q2 2019 and held it in 1 quarter.
XR Securities's Novartis position peaked at $542K in Q2 2019.
1,090 funds tracked by Wall St. Rank held Novartis as of Q3 2019.

Based on XR Securities's 13F filing for Q3 2019, filed 3 Oct 2019.