EWM
WCG

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

Endurance 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
2020
Q1 		– Sell
-250
Closed -$83K – 606
2019
Q4 		$83K Hold
250
– – 0.01% 241
2019
Q3 		$65K Buy
+250
New +$69K 0.01% 256

Other funds holding WCG

GT
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

Endurance Wealth Management's WCG Position: Q1 2020 in Review

Endurance Wealth Management sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 250 shares — an estimated $83K sold.

Endurance Wealth Management first reported a position in WCG in Q3 2019 and held it in 2 quarters. The position peaked at $83K in Q4 2019. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

  • Endurance Wealth Management reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
  • Endurance Wealth Management sold 250 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $83K.
  • Endurance Wealth Management first reported a position in Wellcare Health Plans, Inc. in Q3 2019 and held it in 2 quarters.
  • Endurance Wealth Management's Wellcare Health Plans, Inc. position peaked at $83K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

Based on Endurance Wealth Management's 13F filing for Q1 2020, filed 17 Apr 2020.