Banyan Partners’s Novartis NVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$951K Sell
11,274
-2,627
-19% -$222K 0.08% 230
2014
Q2
$1.13M Buy
13,901
+9,340
+205% +$757K 0.1% 220
2014
Q1
$347K Sell
4,561
-64
-1% -$4.87K 0.03% 326
2013
Q4
$333K Sell
4,625
-1,049
-18% -$75.5K 0.02% 351
2013
Q3
$390K Buy
+5,674
New +$390K 0.03% 237