DBG
WCG

De Burlo Group’s Wellcare Health Plans, Inc. WCG Stock Holding History

De Burlo Group’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
2018
Q4 		– Sell
-20,650
Closed -$6.62M – 121
2018
Q3 		$6.62M Buy
+20,650
New +$5.86M 1.24% 33

Other funds holding WCG

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

De Burlo Group's WCG Position: Q4 2018 in Review

De Burlo Group sold out of Wellcare Health Plans, Inc. (WCG) in Q4 2018, closing a stake of 20,650 shares — an estimated $6.62M sold.

De Burlo Group first reported a position in WCG in Q3 2018 and held it in 1 quarter. The position peaked at $6.62M in Q3 2018. 464 funds tracked by Wall St. Rank hold WCG as of Q4 2018.

  • De Burlo Group reported no remaining Wellcare Health Plans, Inc. position as of Q4 2018 after selling out during the quarter.
  • De Burlo Group sold 20,650 Wellcare Health Plans, Inc. shares in Q4 2018, an estimated $6.62M.
  • De Burlo Group first reported a position in Wellcare Health Plans, Inc. in Q3 2018 and held it in 1 quarter.
  • De Burlo Group's Wellcare Health Plans, Inc. position peaked at $6.62M in Q3 2018.
  • 464 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q4 2018.

Based on De Burlo Group's 13F filing for Q4 2018, filed 7 Feb 2019.