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Waverly Advisors’s Bausch Health BHC Stock Holding History

Waverly 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
2017
Q2 		– Sell
-11,402
Closed -$126K – 221
2017
Q1 		$126K Buy
11,402
+1,402
+14% +$19.3K 0.03% 207
2016
Q4 		$145K Hold
10,000
– – 0.05% 114
2016
Q3 		$246K Buy
+10,000
New +$259K 0.1% 79

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
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Waverly Advisors's BHC Position: Q2 2017 in Review

Waverly Advisors sold out of Bausch Health (BHC) in Q2 2017, closing a stake of 11,402 shares — an estimated $126K sold.

Waverly Advisors first reported a position in BHC in Q3 2016 and held it in 3 quarters. The position peaked at $246K in Q3 2016. 317 funds tracked by Wall St. Rank hold BHC as of Q2 2017.

  • Waverly Advisors reported no remaining Bausch Health position as of Q2 2017 after selling out during the quarter.
  • Waverly Advisors sold 11,402 Bausch Health shares in Q2 2017, an estimated $126K.
  • Waverly Advisors first reported a position in Bausch Health in Q3 2016 and held it in 3 quarters.
  • Waverly Advisors's Bausch Health position peaked at $246K in Q3 2016.
  • 317 funds tracked by Wall St. Rank held Bausch Health as of Q2 2017.

Based on Waverly Advisors's 13F filing for Q2 2017, filed 27 Jul 2017.