CFA
WCG

Camarda Financial Advisors’s Wellcare Health Plans, Inc. WCG Stock Holding History

Camarda Financial 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
2019
Q3 		– Sell
-1
Closed – – 513
2019
Q2 		$0 Hold
1
– – ﹤0.01% 602
2019
Q1 		$0 Buy
+1
New +$258 ﹤0.01% 578
2017
Q1 		– Sell
-11,746
Closed -$1.61M – 270
2016
Q4 		$1.61M Sell
11,746
-1,466
-11% -$187K 1.09% 29
2016
Q3 		$1.55M Buy
13,212
+12,727
+2,624% +$1.42M 0.94% 34
2016
Q2 		$52K Buy
+485
New +$47.4K 0.03% 137

Other funds holding WCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Camarda Financial Advisors's WCG Position: Q3 2019 in Review

Camarda Financial Advisors sold out of Wellcare Health Plans, Inc. (WCG) in Q3 2019, closing a stake of 1 share.

Camarda Financial Advisors first reported a position in WCG in Q2 2016 and held it in 5 quarters. The position peaked at $1.61M in Q4 2016. 406 funds tracked by Wall St. Rank hold WCG as of Q3 2019.

  • Camarda Financial Advisors reported no remaining Wellcare Health Plans, Inc. position as of Q3 2019 after selling out during the quarter.
  • Camarda Financial Advisors sold 1 Wellcare Health Plans, Inc. share in Q3 2019.
  • Camarda Financial Advisors first reported a position in Wellcare Health Plans, Inc. in Q2 2016 and held it in 5 quarters.
  • Camarda Financial Advisors's Wellcare Health Plans, Inc. position peaked at $1.61M in Q4 2016.
  • 406 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.