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Concert Wealth Management’s Bausch Health BHC Stock Holding History

Concert Wealth Management’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
2015
Q1 		– Sell
-1,665
Closed -$238K – 499
2014
Q4 		$238K Buy
+1,665
New +$224K 0.04% 532

Other funds holding BHC

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PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
VH
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Concert Wealth Management's BHC Position: Q1 2015 in Review

Concert Wealth Management sold out of Bausch Health (BHC) in Q1 2015, closing a stake of 1,665 shares — an estimated $238K sold.

Concert Wealth Management first reported a position in BHC in Q4 2014 and held it in 1 quarter. The position peaked at $238K in Q4 2014. 556 funds tracked by Wall St. Rank hold BHC as of Q1 2015.

  • Concert Wealth Management reported no remaining Bausch Health position as of Q1 2015 after selling out during the quarter.
  • Concert Wealth Management sold 1,665 Bausch Health shares in Q1 2015, an estimated $238K.
  • Concert Wealth Management first reported a position in Bausch Health in Q4 2014 and held it in 1 quarter.
  • Concert Wealth Management's Bausch Health position peaked at $238K in Q4 2014.
  • 556 funds tracked by Wall St. Rank held Bausch Health as of Q1 2015.

Based on Concert Wealth Management's 13F filing for Q1 2015, filed 27 Apr 2015.