Atherton Lane Advisers’s Novartis NVS Stock Holding History

Atherton Lane Advisers’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
2015 Q3	–	Sell	-2,399	Closed	-$211K	–	233
2015 Q2	$211K	Hold	2,399	–	–	0.01%	223
2015 Q1	$212K	Sell	2,399 -335	-12%	-$29.7K	0.01%	248
2014 Q4	$227K	Hold	2,734	–	–	0.01%	247
2014 Q3	$231K	Hold	2,734	–	–	0.01%	239
2014 Q2	$222K	Hold	2,734	–	–	0.01%	253
2014 Q1	$208K	Buy	+2,734	New	+$199K	0.01%	155

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 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

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

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

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

Atherton Lane Advisers's NVS Position: Q3 2015 in Review

Atherton Lane Advisers sold out of Novartis (NVS) in Q3 2015, closing a stake of 2,399 shares — an estimated $211K sold.

Atherton Lane Advisers first reported a position in NVS in Q1 2014 and held it in 6 quarters. The position peaked at $231K in Q3 2014. 926 funds tracked by Wall St. Rank hold NVS as of Q3 2015.

Atherton Lane Advisers reported no remaining Novartis position as of Q3 2015 after selling out during the quarter.
Atherton Lane Advisers sold 2,399 Novartis shares in Q3 2015, an estimated $211K.
Atherton Lane Advisers first reported a position in Novartis in Q1 2014 and held it in 6 quarters.
Atherton Lane Advisers's Novartis position peaked at $231K in Q3 2014.
926 funds tracked by Wall St. Rank held Novartis as of Q3 2015.

Based on Atherton Lane Advisers's 13F filing for Q3 2015, filed 16 Nov 2015.