Aldebaran Financial’s Novartis NVS Stock Holding History

Aldebaran Financial’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 Q1	–	Sell	-2,957	Closed	-$228K	–	103
2015 Q4	$228K	Buy	+2,957	New	+$235K	0.21%	88
2015 Q3	–	Sell	-2,957	Closed	-$261K	–	107
2015 Q2	$261K	Hold	2,957	–	–	0.22%	87
2015 Q1	$261K	Buy	+2,957	New	+$262K	0.22%	90
2014 Q4	–	Sell	-3,292	Closed	-$278K	–	117
2014 Q3	$278K	Hold	3,292	–	–	0.25%	91
2014 Q2	$267K	Buy	+3,292	New	+$259K	0.21%	103
2014 Q1	–	Sell	-3,292	Closed	-$237K	–	121
2013 Q4	$237K	Buy	+3,292	New	+$229K	0.23%	101

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Aldebaran Financial's NVS Position: Q1 2016 in Review

Aldebaran Financial sold out of Novartis (NVS) in Q1 2016, closing a stake of 2,957 shares — an estimated $228K sold.

Aldebaran Financial first reported a position in NVS in Q4 2013 and held it in 6 quarters. The position peaked at $278K in Q3 2014. 875 funds tracked by Wall St. Rank hold NVS as of Q1 2016.

Aldebaran Financial reported no remaining Novartis position as of Q1 2016 after selling out during the quarter.
Aldebaran Financial sold 2,957 Novartis shares in Q1 2016, an estimated $228K.
Aldebaran Financial first reported a position in Novartis in Q4 2013 and held it in 6 quarters.
Aldebaran Financial's Novartis position peaked at $278K in Q3 2014.
875 funds tracked by Wall St. Rank held Novartis as of Q1 2016.

Based on Aldebaran Financial's 13F filing for Q1 2016, filed 16 May 2016.