Advisory Alpha’s Wellcare Health Plans, Inc. WCG Stock Holding History

Advisory Alpha’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	–	Sell	-6	Closed	-$1.58K	–	956
2019 Q3	$1.58K	Buy	+6	New	+$1.66K	﹤0.01%	675
2019 Q2	–	Sell	-3	Closed	-$799	–	728
2019 Q1	$799	Buy	+3	New	+$775	﹤0.01%	612

Other funds holding WCG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Advisory Alpha's WCG Position: Q4 2019 in Review

Advisory Alpha sold out of Wellcare Health Plans, Inc. (WCG) in Q4 2019, closing a stake of 6 shares — an estimated $1.58K sold.

Advisory Alpha first reported a position in WCG in Q1 2019 and held it in 2 quarters. The position peaked at $1.58K in Q3 2019. 444 funds tracked by Wall St. Rank hold WCG as of Q4 2019.

Advisory Alpha reported no remaining Wellcare Health Plans, Inc. position as of Q4 2019 after selling out during the quarter.
Advisory Alpha sold 6 Wellcare Health Plans, Inc. shares in Q4 2019, an estimated $1.58K.
Advisory Alpha first reported a position in Wellcare Health Plans, Inc. in Q1 2019 and held it in 2 quarters.
Advisory Alpha's Wellcare Health Plans, Inc. position peaked at $1.58K in Q3 2019.
444 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q4 2019.

Based on Advisory Alpha's 13F filing for Q4 2019, filed 14 Feb 2020.