DWM
WCG

Doyle Wealth Management’s Wellcare Health Plans, Inc. WCG Stock Holding History

Doyle Wealth 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
2019
Q3 		– Sell
-40
Closed -$11K – 842
2019
Q2 		$11K Buy
+40
New +$11K ﹤0.01% 624

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HI
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FCM
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Capital World Investors
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State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UOC
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Doyle Wealth Management's WCG Position: Q3 2019 in Review

Doyle Wealth Management sold out of Wellcare Health Plans, Inc. (WCG) in Q3 2019, closing a stake of 40 shares — an estimated $11K sold.

Doyle Wealth Management first reported a position in WCG in Q2 2019 and held it in 1 quarter. The position peaked at $11K in Q2 2019. 406 funds tracked by Wall St. Rank hold WCG as of Q3 2019.

  • Doyle Wealth Management reported no remaining Wellcare Health Plans, Inc. position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 40 Wellcare Health Plans, Inc. shares in Q3 2019, an estimated $11K.
  • Doyle Wealth Management first reported a position in Wellcare Health Plans, Inc. in Q2 2019 and held it in 1 quarter.
  • Doyle Wealth Management's Wellcare Health Plans, Inc. position peaked at $11K in Q2 2019.
  • 406 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.