FA
WCG

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

FDx 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
2019
Q2 		– Sell
-3,732
Closed -$1.01M – 853
2019
Q1 		$1.01M Sell
3,732
-433
-10% -$112K 0.04% 292
2018
Q4 		$983K Buy
4,165
+949
+30% +$254K 0.08% 189
2018
Q3 		$1.03M Buy
+3,216
New +$913K 0.04% 335
2016
Q1 		– Sell
-3,284
Closed -$257K – 971
2015
Q4 		$257K Sell
3,284
-787
-19% -$65.2K 0.01% 767
2015
Q3 		$351K Buy
4,071
+1,209
+42% +$106K 0.03% 565
2015
Q2 		$243K Buy
2,862
+162
+6% +$13.7K 0.01% 831
2015
Q1 		$250K Sell
2,700
-1,063
-28% -$88.8K 0.01% 1314
2014
Q4 		$309K Buy
3,763
+66
+2% +$4.6K 0.02% 704
2014
Q3 		$223K Sell
3,697
-3,074
-45% -$204K 0.01% 883
2014
Q2 		$506K Buy
6,771
+6
+0.1% +$428 0.03% 580
2014
Q1 		$430K Buy
6,765
+1,483
+28% +$96.1K 0.04% 484
2013
Q4 		$372K Sell
5,282
-1,892
-26% -$132K 0.04% 450
2013
Q3 		$500K Buy
7,174
+186
+3% +$11.9K 0.06% 299
2013
Q2 		$388K Buy
+6,988
New +$390K 0.05% 313

Other funds holding WCG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

FDx Advisors's WCG Position: Q2 2019 in Review

FDx Advisors sold out of Wellcare Health Plans, Inc. (WCG) in Q2 2019, closing a stake of 3,732 shares — an estimated $1.01M sold.

FDx Advisors first reported a position in WCG in Q2 2013 and held it in 14 quarters. The position peaked at $1.03M in Q3 2018. 445 funds tracked by Wall St. Rank hold WCG as of Q2 2019.

  • FDx Advisors reported no remaining Wellcare Health Plans, Inc. position as of Q2 2019 after selling out during the quarter.
  • FDx Advisors sold 3,732 Wellcare Health Plans, Inc. shares in Q2 2019, an estimated $1.01M.
  • FDx Advisors first reported a position in Wellcare Health Plans, Inc. in Q2 2013 and held it in 14 quarters.
  • FDx Advisors's Wellcare Health Plans, Inc. position peaked at $1.03M in Q3 2018.
  • 445 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q2 2019.

Based on FDx Advisors's 13F filing for Q2 2019, filed 19 Jul 2019.