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

CSat Investment Advisory’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	-210	Closed	-$69K	–	1089
2019 Q4	$69K	Buy	210 +15	+8%	+$4.5K	0.02%	498
2019 Q3	$50K	Buy	195 +15	+8%	+$4.14K	0.02%	555
2019 Q2	$52K	Buy	180 +78	+76%	+$21.5K	0.02%	508
2019 Q1	$28K	Buy	102 +12	+13%	+$3.1K	0.01%	244
2018 Q4	$21K	Buy	90 +45	+100%	+$12.1K	0.01%	276
2018 Q3	$14K	Buy	+45	New	+$12.8K	0.01%	307

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

CSat Investment Advisory's WCG Position: Q1 2020 in Review

CSat Investment Advisory sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 210 shares — an estimated $69K sold.

CSat Investment Advisory first reported a position in WCG in Q3 2018 and held it in 6 quarters. The position peaked at $69K in Q4 2019. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

CSat Investment Advisory reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
CSat Investment Advisory sold 210 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $69K.
CSat Investment Advisory first reported a position in Wellcare Health Plans, Inc. in Q3 2018 and held it in 6 quarters.
CSat Investment Advisory's Wellcare Health Plans, Inc. position peaked at $69K in Q4 2019.
2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

Based on CSat Investment Advisory's 13F filing for Q1 2020, filed 12 May 2020.