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Wealthstreet Investment Advisors’s Bausch Health BHC Stock Holding History

Wealthstreet 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
2018
Q2 		– Sell
-17,200
Closed -$274K – 345
2018
Q1 		$274K Sell
17,200
-2,000
-10% -$37.2K 0.03% 293
2017
Q4 		$399K Buy
+19,200
New +$304K 0.05% 250

Other funds holding BHC

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 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 $52.8B AUM 58.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wealthstreet Investment Advisors's BHC Position: Q2 2018 in Review

Wealthstreet Investment Advisors sold out of Bausch Health (BHC) in Q2 2018, closing a stake of 17,200 shares — an estimated $274K sold.

Wealthstreet Investment Advisors first reported a position in BHC in Q4 2017 and held it in 2 quarters. The position peaked at $399K in Q4 2017. 310 funds tracked by Wall St. Rank hold BHC as of Q2 2018.

  • Wealthstreet Investment Advisors reported no remaining Bausch Health position as of Q2 2018 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 17,200 Bausch Health shares in Q2 2018, an estimated $274K.
  • Wealthstreet Investment Advisors first reported a position in Bausch Health in Q4 2017 and held it in 2 quarters.
  • Wealthstreet Investment Advisors's Bausch Health position peaked at $399K in Q4 2017.
  • 310 funds tracked by Wall St. Rank held Bausch Health as of Q2 2018.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2018, filed 27 Jul 2018.