EF
WCG

Empirical Finance’s Wellcare Health Plans, Inc. WCG Stock Holding History

Empirical Finance’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
2017
Q1 		– Sell
-102
Closed -$14K – 640
2016
Q4 		$14K Buy
+102
New +$13K 0.01% 305

Other funds holding WCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Empirical Finance's WCG Position: Q1 2017 in Review

Empirical Finance sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2017, closing a stake of 102 shares — an estimated $14K sold.

Empirical Finance first reported a position in WCG in Q4 2016 and held it in 1 quarter. The position peaked at $14K in Q4 2016. 327 funds tracked by Wall St. Rank hold WCG as of Q1 2017.

  • Empirical Finance reported no remaining Wellcare Health Plans, Inc. position as of Q1 2017 after selling out during the quarter.
  • Empirical Finance sold 102 Wellcare Health Plans, Inc. shares in Q1 2017, an estimated $14K.
  • Empirical Finance first reported a position in Wellcare Health Plans, Inc. in Q4 2016 and held it in 1 quarter.
  • Empirical Finance's Wellcare Health Plans, Inc. position peaked at $14K in Q4 2016.
  • 327 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2017.

Based on Empirical Finance's 13F filing for Q1 2017, filed 11 May 2017.