CIAS
WCG

Capital Investment Advisory Services’s Wellcare Health Plans, Inc. WCG Stock Holding History

Capital Investment Advisory Services’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
Q4 		– Sell
-75
Closed -$19K – 1403
2019
Q3 		$19K Hold
75
– – 0.01% 829
2019
Q2 		$21K Hold
75
– – 0.01% 772
2019
Q1 		$20K Hold
75
– – 0.01% 690
2018
Q4 		$18K Buy
+75
New +$20.1K 0.01% 665

Other funds holding WCG

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $3.37T AUM 44.26% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Investment Advisory Services's WCG Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Wellcare Health Plans, Inc. (WCG) in Q4 2019, closing a stake of 75 shares — an estimated $19K sold.

Capital Investment Advisory Services first reported a position in WCG in Q4 2018 and held it in 4 quarters. The position peaked at $21K in Q2 2019. 444 funds tracked by Wall St. Rank hold WCG as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Wellcare Health Plans, Inc. position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 75 Wellcare Health Plans, Inc. shares in Q4 2019, an estimated $19K.
  • Capital Investment Advisory Services first reported a position in Wellcare Health Plans, Inc. in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's Wellcare Health Plans, Inc. position peaked at $21K in Q2 2019.
  • 444 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.