Berman Capital Advisors’s Wellcare Health Plans, Inc. WCG Stock Holding History

Berman Capital Advisors’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	-160	Closed	-$52K	–	1791
2019 Q4	$52K	Buy	160 +2	+1%	+$600	0.02%	320
2019 Q3	$40K	Buy	158 +28	+22%	+$7.73K	0.01%	350
2019 Q2	$37K	Buy	130 +81	+165%	+$22.3K	0.01%	365
2019 Q1	$13K	Buy	+49	New	+$12.7K	﹤0.01%	586

Other funds holding WCG

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

Berman Capital Advisors's WCG Position: Q1 2020 in Review

Berman Capital Advisors sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 160 shares — an estimated $52K sold.

Berman Capital Advisors first reported a position in WCG in Q1 2019 and held it in 4 quarters. The position peaked at $52K in Q4 2019. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

Berman Capital Advisors reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
Berman Capital Advisors sold 160 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $52K.
Berman Capital Advisors first reported a position in Wellcare Health Plans, Inc. in Q1 2019 and held it in 4 quarters.
Berman Capital Advisors's Wellcare Health Plans, Inc. position peaked at $52K in Q4 2019.
2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

Based on Berman Capital Advisors's 13F filing for Q1 2020, filed 14 May 2020.