MBE
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Michael B. Elefante’s Novartis NVS Stock Holding History

Michael B. Elefante’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
2014
Q4 		$3.07M Sell
37,012
-63,216
-63% -$5.24M 3.36% 4
2014
Q3 		$8.46M Sell
100,228
-56
-0.1% -$4.53K 3.65% 4
2014
Q2 		$8.13M Sell
100,284
-4,369
-4% -$344K 3.4% 4
2014
Q1 		$7.97M Buy
104,653
+2,478
+2% +$181K 3.45% 2
2013
Q4 		$7.36M Sell
102,175
-3,404
-3% -$237K 3.39% 5
2013
Q3 		$7.26M Sell
105,579
-910
-0.9% -$60.2K 3.64% 3
2013
Q2 		$6.75M Buy
+106,489
New +$6.93M 3.66% 3

Other funds holding NVS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return