BWM
WCG

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

BerganKDV 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
2020
Q1 		– Sell
-9
Closed -$3K – 1031
2019
Q4 		$3K Buy
+9
New +$2.7K ﹤0.01% 743

Other funds holding WCG

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
JGGDR
JGP Global Gestao de Recursos Rio De Janeiro, Brazil $45.3M AUM 42.75% 1-Year Est. Return

BerganKDV Wealth Management's WCG Position: Q1 2020 in Review

BerganKDV Wealth Management sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 9 shares — an estimated $3K sold.

BerganKDV Wealth Management first reported a position in WCG in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

  • BerganKDV Wealth Management reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 9 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $3K.
  • BerganKDV Wealth Management first reported a position in Wellcare Health Plans, Inc. in Q4 2019 and held it in 1 quarter.
  • BerganKDV Wealth Management's Wellcare Health Plans, Inc. position peaked at $3K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

Based on BerganKDV Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.