BWM
WCG

Baystate Wealth Management’s Wellcare Health Plans, Inc. WCG Stock Holding History

Baystate Wealth Management’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
Q2 		– Sell
-42
Closed -$11K – 688
2019
Q1 		$11K Hold
42
– – ﹤0.01% 379
2018
Q4 		$11K Buy
+42
New +$11.3K ﹤0.01% 367

Other funds holding WCG

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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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Baystate Wealth Management's WCG Position: Q2 2019 in Review

Baystate Wealth Management sold out of Wellcare Health Plans, Inc. (WCG) in Q2 2019, closing a stake of 42 shares — an estimated $11K sold.

Baystate Wealth Management first reported a position in WCG in Q4 2018 and held it in 2 quarters. The position peaked at $11K in Q1 2019. 445 funds tracked by Wall St. Rank hold WCG as of Q2 2019.

  • Baystate Wealth Management reported no remaining Wellcare Health Plans, Inc. position as of Q2 2019 after selling out during the quarter.
  • Baystate Wealth Management sold 42 Wellcare Health Plans, Inc. shares in Q2 2019, an estimated $11K.
  • Baystate Wealth Management first reported a position in Wellcare Health Plans, Inc. in Q4 2018 and held it in 2 quarters.
  • Baystate Wealth Management's Wellcare Health Plans, Inc. position peaked at $11K in Q1 2019.
  • 445 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q2 2019.

Based on Baystate Wealth Management's 13F filing for Q2 2019, filed 2 Jul 2019.