AG
WCG

Advisor Group’s Wellcare Health Plans, Inc. WCG Stock Holding History

Advisor Group’s Portfolio WCG Stock Details WCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2.52M Buy
7,617
+7,168
+1,596% +$2.15M 0.02% 705
2019
Q3 		$116K Sell
449
-476
-51% -$131K ﹤0.01% 2784
2019
Q2 		$263K Sell
925
-4,131
-82% -$1.14M ﹤0.01% 2093
2019
Q1 		$1.36M Buy
5,056
+24
+0.5% +$6.2K 0.01% 906
2018
Q4 		$1.19M Buy
5,032
+878
+21% +$235K 0.01% 859
2018
Q3 		$1.33M Buy
4,154
+2,332
+128% +$662K 0.01% 822
2018
Q2 		$449K Sell
1,822
-3,249
-64% -$707K 0.01% 1389
2018
Q1 		$982K Buy
5,071
+2,757
+119% +$552K 0.01% 880
2017
Q4 		$465K Sell
2,314
-179
-7% -$34.7K 0.01% 1376
2017
Q3 		$429K Sell
2,493
-101
-4% -$17.7K 0.01% 1309
2017
Q2 		$466K Buy
2,594
+2,141
+473% +$355K 0.01% 1187
2017
Q1 		$64K Buy
453
+225
+99% +$32K ﹤0.01% 2515
2016
Q4 		$31K Buy
228
+64
+39% +$8.15K ﹤0.01% 2956
2016
Q3 		$19K Sell
164
-55
-25% -$6.14K ﹤0.01% 3193
2016
Q2 		$22K Buy
+219
New +$21.4K ﹤0.01% 3029

Other funds holding WCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Advisor Group's WCG Position: Q4 2019 in Review

Advisor Group increased its Wellcare Health Plans, Inc. (WCG) stake by 1,596% in Q4 2019, buying an estimated $2.15M and bringing the position to 7,617 shares worth $2.52M. The position accounts for 0.02% of the portfolio, ranked #705.

Advisor Group first reported a position in WCG in Q2 2016 and has held it in 15 quarters since. 444 funds tracked by Wall St. Rank hold WCG as of Q4 2019.

  • Advisor Group held 7,617 shares of Wellcare Health Plans, Inc. worth $2.52M as of Q4 2019.
  • Advisor Group bought 7,168 Wellcare Health Plans, Inc. shares in Q4 2019, an estimated $2.15M.
  • Wellcare Health Plans, Inc. made up 0.02% of Advisor Group's portfolio in Q4 2019, its #705 holding.
  • Advisor Group first reported a position in Wellcare Health Plans, Inc. in Q2 2016 and has held it in 15 quarters since.
  • 444 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.