BWA
WCG

Burt Wealth Advisors’s Wellcare Health Plans, Inc. WCG Stock Holding History

Burt Wealth 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
2016
Q2 		– Sell
-15
Closed -$1K – 590
2016
Q1 		$1K Buy
+15
New +$1.24K ﹤0.01% 587

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Burt Wealth Advisors's WCG Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Wellcare Health Plans, Inc. (WCG) in Q2 2016, closing a stake of 15 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in WCG in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 274 funds tracked by Wall St. Rank hold WCG as of Q2 2016.

  • Burt Wealth Advisors reported no remaining Wellcare Health Plans, Inc. position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 15 Wellcare Health Plans, Inc. shares in Q2 2016, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Wellcare Health Plans, Inc. in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's Wellcare Health Plans, Inc. position peaked at $1K in Q1 2016.
  • 274 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.