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KMS Financial Services’s Bausch Health BHC Stock Holding History

KMS Financial Services’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
2014
Q3 		$284K Hold
2,163
– – 0.04% 384
2014
Q2 		$273K Buy
2,163
+198
+10% +$25.3K 0.04% 409
2014
Q1 		$259K Buy
+1,965
New +$269K 0.04% 414

Other funds holding BHC

RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KMS Financial Services's BHC Position: Q3 2014 in Review

KMS Financial Services held its Bausch Health (BHC) position steady in Q3 2014 at 2,163 shares worth $284K. The position accounts for 0.04% of the portfolio, ranked #384.

KMS Financial Services first reported a position in BHC in Q1 2014 and has held it in 3 quarters since. 454 funds tracked by Wall St. Rank hold BHC as of Q3 2014.

  • KMS Financial Services held 2,163 shares of Bausch Health worth $284K as of Q3 2014.
  • KMS Financial Services left its Bausch Health share count unchanged in Q3 2014.
  • Bausch Health made up 0.04% of KMS Financial Services's portfolio in Q3 2014, its #384 holding.
  • KMS Financial Services first reported a position in Bausch Health in Q1 2014 and has held it in 3 quarters since.
  • 454 funds tracked by Wall St. Rank held Bausch Health as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.