Lombardia Capital Partners’s Novartis NVS Stock Holding History

Lombardia Capital Partners’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 Q2	–	Sell	-3,694	Closed	-$240K	–	211
2016 Q1	$240K	Hold	3,694	–	–	0.01%	203
2015 Q4	$285K	Buy	+3,694	New	+$293K	0.01%	185

Other funds holding NVS

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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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Lombardia Capital Partners's NVS Position: Q2 2016 in Review

Lombardia Capital Partners sold out of Novartis (NVS) in Q2 2016, closing a stake of 3,694 shares — an estimated $240K sold.

Lombardia Capital Partners first reported a position in NVS in Q4 2015 and held it in 2 quarters. The position peaked at $285K in Q4 2015. 878 funds tracked by Wall St. Rank hold NVS as of Q2 2016.

Lombardia Capital Partners reported no remaining Novartis position as of Q2 2016 after selling out during the quarter.
Lombardia Capital Partners sold 3,694 Novartis shares in Q2 2016, an estimated $240K.
Lombardia Capital Partners first reported a position in Novartis in Q4 2015 and held it in 2 quarters.
Lombardia Capital Partners's Novartis position peaked at $285K in Q4 2015.
878 funds tracked by Wall St. Rank held Novartis as of Q2 2016.

Based on Lombardia Capital Partners's 13F filing for Q2 2016, filed 4 Aug 2016.