CX Institutional’s Wellcare Health Plans, Inc. WCG Stock Holding History

CX Institutional’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	-12	Closed	-$4K	–	800
2019 Q4	$4K	Buy	12 +1	+9%	+$300	﹤0.01%	615
2019 Q3	$3K	Hold	11	–	–	﹤0.01%	710
2019 Q2	$3K	Buy	11 +4	+57%	+$1.1K	﹤0.01%	733
2019 Q1	$2K	Buy	+7	New	+$1.81K	﹤0.01%	723

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

CX Institutional's WCG Position: Q1 2020 in Review

CX Institutional sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 12 shares — an estimated $4K sold.

CX Institutional first reported a position in WCG in Q1 2019 and held it in 4 quarters. The position peaked at $4K in Q4 2019. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

CX Institutional reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
CX Institutional sold 12 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $4K.
CX Institutional first reported a position in Wellcare Health Plans, Inc. in Q1 2019 and held it in 4 quarters.
CX Institutional's Wellcare Health Plans, Inc. position peaked at $4K in Q4 2019.
2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

Based on CX Institutional's 13F filing for Q1 2020, filed 29 Apr 2020.