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Apriem Advisors’s Bausch Health BHC Stock Holding History

Apriem Advisors’s Portfolio BHC Stock Details BHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-500
Closed -$12K – 167
2018
Q2 		$12K Buy
+500
New +$10.3K ﹤0.01% 397
2017
Q2 		– Sell
-700
Closed -$8K – 180
2017
Q1 		$8K Hold
700
– – ﹤0.01% 432
2016
Q4 		$10K Hold
700
– – ﹤0.01% 438
2016
Q3 		$17K Sell
700
-75
-10% -$1.94K 0.01% 346
2016
Q2 		$16K Hold
775
– – 0.01% 361
2016
Q1 		$20K Buy
775
+475
+158% +$35.1K 0.01% 307
2015
Q4 		$30K Buy
300
+200
+200% +$22.5K 0.01% 246
2015
Q3 		$18K Hold
100
– – 0.01% 305
2015
Q2 		$22K Sell
100
-100
-50% -$22.2K 0.01% 307
2015
Q1 		$40K Buy
200
+100
+100% +$17.7K 0.01% 225
2014
Q4 		$14K Hold
100
– – 0.01% 340
2014
Q3 		$13K Buy
+100
New +$11.9K 0.01% 349
2014
Q2 		– Sell
-100
Closed -$12.8K – 482
2014
Q1 		$13K Hold
100
– – ﹤0.01% 335
2013
Q4 		$12K Hold
100
– – ﹤0.01% 338
2013
Q3 		$10K Hold
100
– – ﹤0.01% 351
2013
Q2 		$9K Buy
+100
New +$7.88K ﹤0.01% 337

Other funds holding BHC

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Apriem Advisors's BHC Position: Q3 2018 in Review

Apriem Advisors sold out of Bausch Health (BHC) in Q3 2018, closing a stake of 500 shares — an estimated $12K sold.

Apriem Advisors first reported a position in BHC in Q2 2013 and held it in 16 quarters. The position peaked at $40K in Q1 2015. 332 funds tracked by Wall St. Rank hold BHC as of Q3 2018.

  • Apriem Advisors reported no remaining Bausch Health position as of Q3 2018 after selling out during the quarter.
  • Apriem Advisors sold 500 Bausch Health shares in Q3 2018, an estimated $12K.
  • Apriem Advisors first reported a position in Bausch Health in Q2 2013 and held it in 16 quarters.
  • Apriem Advisors's Bausch Health position peaked at $40K in Q1 2015.
  • 332 funds tracked by Wall St. Rank held Bausch Health as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.