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Optimum Investment Advisors’s Bausch Health BHC Stock Holding History

Optimum Investment 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
2015
Q1 		$70K Hold
350
– – 0.02% 442
2014
Q4 		$50K Hold
350
– – 0.02% 507
2014
Q3 		$46K Hold
350
– – 0.02% 491
2014
Q2 		$44K Buy
+350
New +$44.7K 0.01% 511

Other funds holding BHC

RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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

Optimum Investment Advisors's BHC Position: Q1 2015 in Review

Optimum Investment Advisors held its Bausch Health (BHC) position steady in Q1 2015 at 350 shares worth $70K. The position accounts for 0.02% of the portfolio, ranked #442.

Optimum Investment Advisors first reported a position in BHC in Q2 2014 and has held it in 4 quarters since. 556 funds tracked by Wall St. Rank hold BHC as of Q1 2015.

  • Optimum Investment Advisors held 350 shares of Bausch Health worth $70K as of Q1 2015.
  • Optimum Investment Advisors left its Bausch Health share count unchanged in Q1 2015.
  • Bausch Health made up 0.02% of Optimum Investment Advisors's portfolio in Q1 2015, its #442 holding.
  • Optimum Investment Advisors first reported a position in Bausch Health in Q2 2014 and has held it in 4 quarters since.
  • 556 funds tracked by Wall St. Rank held Bausch Health as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.