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

Evolution Wealth Advisors’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	-35	Closed	-$12K	–	683
2019 Q4	$12K	Buy	+35	New	+$10.5K	﹤0.01%	277
2019 Q3	–	Sell	-38	Closed	-$11K	–	611
2019 Q2	$11K	Buy	+38	New	+$10.5K	﹤0.01%	169

Other funds holding WCG

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

Evolution Wealth Advisors's WCG Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 35 shares — an estimated $12K sold.

Evolution Wealth Advisors first reported a position in WCG in Q2 2019 and held it in 2 quarters. The position peaked at $12K in Q4 2019. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

Evolution Wealth Advisors reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
Evolution Wealth Advisors sold 35 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $12K.
Evolution Wealth Advisors first reported a position in Wellcare Health Plans, Inc. in Q2 2019 and held it in 2 quarters.
Evolution Wealth Advisors's Wellcare Health Plans, Inc. position peaked at $12K in Q4 2019.
2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.