EW
WCG

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

Evoke Wealth’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
-9
Closed -$2.97K – 1435
2019
Q4 		$2.97K Buy
9
+3
+50% +$901 ﹤0.01% 1012
2019
Q3 		$1.55K Buy
+6
New +$1.66K ﹤0.01% 1251

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

Evoke Wealth's WCG Position: Q1 2020 in Review

Evoke Wealth sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 9 shares — an estimated $2.97K sold.

Evoke Wealth first reported a position in WCG in Q3 2019 and held it in 2 quarters. The position peaked at $2.97K in Q4 2019. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

  • Evoke Wealth reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
  • Evoke Wealth sold 9 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $2.97K.
  • Evoke Wealth first reported a position in Wellcare Health Plans, Inc. in Q3 2019 and held it in 2 quarters.
  • Evoke Wealth's Wellcare Health Plans, Inc. position peaked at $2.97K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

Based on Evoke Wealth's 13F filing for Q1 2020, filed 7 May 2020.