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Mark Sheptoff Financial Planning’s Bausch Health BHC Stock Holding History

Mark Sheptoff Financial Planning’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
Q1 		– Sell
-750
Closed -$76K – 356
2015
Q4 		$76K Sell
750
-250
-25% -$28.1K 0.06% 142
2015
Q3 		$178K Hold
1,000
– – 0.16% 97
2015
Q2 		$222K Hold
1,000
– – 0.18% 95
2015
Q1 		$199K Hold
1,000
– – 0.17% 98
2014
Q4 		$143K Hold
1,000
– – 0.13% 108
2014
Q3 		$131K Hold
1,000
– – 0.12% 126
2014
Q2 		$126K Hold
1,000
– – 0.11% 127
2014
Q1 		$132K Buy
+1,000
New +$137K 0.12% 127

Other funds holding BHC

RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 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 $5.71B AUM 7.41% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mark Sheptoff Financial Planning's BHC Position: Q1 2016 in Review

Mark Sheptoff Financial Planning sold out of Bausch Health (BHC) in Q1 2016, closing a stake of 750 shares — an estimated $76K sold.

Mark Sheptoff Financial Planning first reported a position in BHC in Q1 2014 and held it in 8 quarters. The position peaked at $222K in Q2 2015. 389 funds tracked by Wall St. Rank hold BHC as of Q1 2016.

  • Mark Sheptoff Financial Planning reported no remaining Bausch Health position as of Q1 2016 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 750 Bausch Health shares in Q1 2016, an estimated $76K.
  • Mark Sheptoff Financial Planning first reported a position in Bausch Health in Q1 2014 and held it in 8 quarters.
  • Mark Sheptoff Financial Planning's Bausch Health position peaked at $222K in Q2 2015.
  • 389 funds tracked by Wall St. Rank held Bausch Health as of Q1 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2016, filed 9 May 2016.