CCM
WCG

Credo Capital Management’s Wellcare Health Plans, Inc. WCG Stock Holding History

Credo Capital 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
2013
Q4 		$345K Sell
4,899
-9,716
-66% -$678K 1.48% 24
2013
Q3 		$1.02M Buy
+14,615
New +$935K 1.75% 20

Other funds holding WCG

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Addison Clark Management Stamford, Connecticut $5M AUM 6.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return

Credo Capital Management's WCG Position: Q4 2013 in Review

Credo Capital Management reduced its Wellcare Health Plans, Inc. (WCG) stake by 66% in Q4 2013, selling an estimated $678K and leaving 4,899 shares worth $345K. The position accounts for 1.48% of the portfolio, ranked #24.

Credo Capital Management first reported a position in WCG in Q3 2013 and has held it in 2 quarters since. The position peaked at $1.02M in Q3 2013. 228 funds tracked by Wall St. Rank hold WCG as of Q4 2013.

  • Credo Capital Management held 4,899 shares of Wellcare Health Plans, Inc. worth $345K as of Q4 2013.
  • Credo Capital Management sold 9,716 Wellcare Health Plans, Inc. shares in Q4 2013, an estimated $678K.
  • Wellcare Health Plans, Inc. made up 1.48% of Credo Capital Management's portfolio in Q4 2013, its #24 holding.
  • Credo Capital Management first reported a position in Wellcare Health Plans, Inc. in Q3 2013 and has held it in 2 quarters since.
  • Credo Capital Management's Wellcare Health Plans, Inc. position peaked at $1.02M in Q3 2013.
  • 228 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q4 2013.

Based on Credo Capital Management's 13F filing for Q4 2013, filed 24 Jan 2014.