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Polaris Wealth Advisory Group’s Bausch Health BHC Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-4,170
Closed -$107K – 170
2018
Q3 		$107K Buy
4,170
+1,600
+62% +$36.6K 0.01% 184
2018
Q2 		$41K Sell
2,570
-1,400
-35% -$28.9K ﹤0.01% 140
2018
Q1 		$63K Buy
+3,970
New +$73.9K 0.01% 204

Other funds holding BHC

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

Polaris Wealth Advisory Group's BHC Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Bausch Health (BHC) in Q4 2018, closing a stake of 4,170 shares — an estimated $107K sold.

Polaris Wealth Advisory Group first reported a position in BHC in Q1 2018 and held it in 3 quarters. The position peaked at $107K in Q3 2018. 334 funds tracked by Wall St. Rank hold BHC as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Bausch Health position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 4,170 Bausch Health shares in Q4 2018, an estimated $107K.
  • Polaris Wealth Advisory Group first reported a position in Bausch Health in Q1 2018 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Bausch Health position peaked at $107K in Q3 2018.
  • 334 funds tracked by Wall St. Rank held Bausch Health as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.