American National Registered Investment Advisor’s Novartis NVS Stock Holding History

American National Registered Investment Advisor’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	-2,790	Closed	-$215K	–	246
2015 Q4	$215K	Hold	2,790	–	–	0.11%	230
2015 Q3	$230K	Hold	2,790	–	–	0.12%	219
2015 Q2	$246K	Hold	2,790	–	–	0.12%	219
2015 Q1	$247K	Hold	2,790	–	–	0.12%	218
2014 Q4	$232K	Hold	2,790	–	–	0.11%	221
2014 Q3	$235K	Hold	2,790	–	–	0.11%	220
2014 Q2	$226K	Hold	2,790	–	–	0.11%	222
2014 Q1	$213K	Hold	2,790	–	–	0.11%	218
2013 Q4	$201K	Buy	+2,790	New	+$194K	0.1%	217

Other funds holding NVS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Institutional Capital Chicago, Illinois $6.75B AUM 3.51% 1-Year Est. Return

American National Registered Investment Advisor's NVS Position: Q1 2016 in Review

American National Registered Investment Advisor sold out of Novartis (NVS) in Q1 2016, closing a stake of 2,790 shares — an estimated $215K sold.

American National Registered Investment Advisor first reported a position in NVS in Q4 2013 and held it in 9 quarters. The position peaked at $247K in Q1 2015. 876 funds tracked by Wall St. Rank hold NVS as of Q1 2016.

American National Registered Investment Advisor reported no remaining Novartis position as of Q1 2016 after selling out during the quarter.
American National Registered Investment Advisor sold 2,790 Novartis shares in Q1 2016, an estimated $215K.
American National Registered Investment Advisor first reported a position in Novartis in Q4 2013 and held it in 9 quarters.
American National Registered Investment Advisor's Novartis position peaked at $247K in Q1 2015.
876 funds tracked by Wall St. Rank held Novartis as of Q1 2016.

Based on American National Registered Investment Advisor's 13F filing for Q1 2016, filed 13 May 2016.