Aberdeen Asset Management’s Novartis NVS Stock Holding History

Aberdeen Asset Management’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	$576K	Sell	7,700 -2,344	-23%	-$166K	﹤0.01%	713
2017 Q1	$668K	Hold	10,044	–	–	﹤0.01%	689
2016 Q4	$656K	Buy	10,044 +335	+3%	+$21.7K	﹤0.01%	681
2016 Q3	$687K	Sell	9,709 -1,005	-9%	-$73.2K	﹤0.01%	669
2016 Q2	$792K	Hold	10,714	–	–	﹤0.01%	650
2016 Q1	$695K	Buy	10,714 +782	+8%	+$53.2K	﹤0.01%	662
2015 Q4	$823K	Hold	9,932	–	–	﹤0.01%	641
2015 Q3	$818K	Hold	9,932	–	–	﹤0.01%	608
2015 Q2	$875K	Buy	9,932 +1,227	+14%	+$113K	﹤0.01%	609
2015 Q1	$769K	Hold	8,705	–	–	﹤0.01%	636
2014 Q4	$723K	Hold	8,705	–	–	﹤0.01%	649
2014 Q3	$734K	Sell	8,705 -1,004	-10%	-$81.2K	﹤0.01%	702
2014 Q2	$788K	Hold	9,709	–	–	﹤0.01%	718
2014 Q1	$740K	Hold	9,709	–	–	﹤0.01%	516
2013 Q4	$699K	Hold	9,709	–	–	﹤0.01%	512
2013 Q3	$667K	Hold	9,709	–	–	﹤0.01%	507
2013 Q2	$615K	Buy	+9,709	New	+$632K	﹤0.01%	507

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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

Aberdeen Asset Management's NVS Position: Q2 2017 in Review

Aberdeen Asset Management reduced its Novartis (NVS) stake by 23% in Q2 2017, selling an estimated $166K and leaving 7,700 shares worth $576K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Aberdeen Asset Management first reported a position in NVS in Q2 2013 and has held it in 17 quarters since. The position peaked at $875K in Q2 2015. 921 funds tracked by Wall St. Rank hold NVS as of Q2 2017.

Aberdeen Asset Management held 7,700 shares of Novartis worth $576K as of Q2 2017.
Aberdeen Asset Management sold 2,344 Novartis shares in Q2 2017, an estimated $166K.
Novartis made up ﹤0.01% of Aberdeen Asset Management's portfolio in Q2 2017, its #713 holding.
Aberdeen Asset Management first reported a position in Novartis in Q2 2013 and has held it in 17 quarters since.
Aberdeen Asset Management's Novartis position peaked at $875K in Q2 2015.
921 funds tracked by Wall St. Rank held Novartis as of Q2 2017.

Based on Aberdeen Asset Management's 13F filing for Q2 2017, filed 10 Aug 2017.