EIP
WCG

Epoch Investment Partners’s Wellcare Health Plans, Inc. WCG Stock Holding History

Epoch Investment Partners’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
Q3 		– Sell
-11,079
Closed -$2.73K – 328
2018
Q2 		$2.73K Buy
+11,079
New +$2.41M 0.01% 279
2017
Q2 		– Sell
-34,759
Closed -$4.87M – 323
2017
Q1 		$4.87M Buy
+34,759
New +$4.95M 0.02% 252
2016
Q4 		– Sell
-184,855
Closed -$21.6M – 314
2016
Q3 		$21.6M Sell
184,855
-118,897
-39% -$13.3M 0.08% 164
2016
Q2 		$32.6M Sell
303,752
-117,307
-28% -$11.5M 0.12% 136
2016
Q1 		$39.1M Sell
421,059
-62,124
-13% -$5.15M 0.15% 118
2015
Q4 		$37.8M Buy
483,183
+118,800
+33% +$9.85M 0.15% 112
2015
Q3 		$31.4M Sell
364,383
-67,938
-16% -$5.95M 0.12% 133
2015
Q2 		$36.7M Buy
432,321
+19,270
+5% +$1.63M 0.14% 133
2015
Q1 		$37.8M Sell
413,051
-167,065
-29% -$14M 0.14% 119
2014
Q4 		$47.6M Sell
580,116
-2,051
-0.4% -$143K 0.17% 109
2014
Q3 		$35.1M Sell
582,167
-15,190
-3% -$1.01M 0.14% 120
2014
Q2 		$44.6M Sell
597,357
-152,355
-20% -$10.9M 0.17% 116
2014
Q1 		$47.6M Buy
749,712
+184,710
+33% +$12M 0.19% 117
2013
Q4 		$39.8M Buy
565,002
+2,205
+0.4% +$154K 0.17% 128
2013
Q3 		$39.2M Sell
562,797
-98,270
-15% -$6.29M 0.18% 118
2013
Q2 		$36.7M Buy
+661,067
New +$36.9M 0.18% 117

Other funds holding WCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Epoch Investment Partners's WCG Position: Q3 2018 in Review

Epoch Investment Partners sold out of Wellcare Health Plans, Inc. (WCG) in Q3 2018, closing a stake of 11,079 shares — an estimated $2.73K sold.

Epoch Investment Partners first reported a position in WCG in Q2 2013 and held it in 16 quarters. The position peaked at $47.6M in Q1 2014. 438 funds tracked by Wall St. Rank hold WCG as of Q3 2018.

  • Epoch Investment Partners reported no remaining Wellcare Health Plans, Inc. position as of Q3 2018 after selling out during the quarter.
  • Epoch Investment Partners sold 11,079 Wellcare Health Plans, Inc. shares in Q3 2018, an estimated $2.73K.
  • Epoch Investment Partners first reported a position in Wellcare Health Plans, Inc. in Q2 2013 and held it in 16 quarters.
  • Epoch Investment Partners's Wellcare Health Plans, Inc. position peaked at $47.6M in Q1 2014.
  • 438 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q3 2018.

Based on Epoch Investment Partners's 13F filing for Q3 2018, filed 13 Nov 2018.