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Integrated Wealth Management (Palm Desert)’s Bausch Health BHC Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-603
Closed -$15K – 310
2016
Q3 		$15K Buy
603
+103
+21% +$2.67K 0.01% 668
2016
Q2 		$10K Buy
500
+380
+317% +$10.8K ﹤0.01% 751
2016
Q1 		$3K Buy
+120
New +$8.87K ﹤0.01% 920

Other funds holding BHC

PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s BHC Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Bausch Health (BHC) in Q4 2016, closing a stake of 603 shares — an estimated $15K sold.

Integrated Wealth Management (Palm Desert) first reported a position in BHC in Q1 2016 and held it in 3 quarters. The position peaked at $15K in Q3 2016. 315 funds tracked by Wall St. Rank hold BHC as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Bausch Health position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 603 Bausch Health shares in Q4 2016, an estimated $15K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Bausch Health in Q1 2016 and held it in 3 quarters.
  • Integrated Wealth Management (Palm Desert)'s Bausch Health position peaked at $15K in Q3 2016.
  • 315 funds tracked by Wall St. Rank held Bausch Health as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.