Financial Gravity Asset Management’s Wellcare Health Plans, Inc. WCG Stock Holding History

Financial Gravity Asset 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
2019 Q4	$330K	Sell	61 -48	-44%	-$14.4K	0.23%	46
2019 Q3	$28K	Sell	109 -33	-23%	-$9.11K	0.02%	397
2019 Q2	$40K	Buy	142 +139	+4,633%	+$38.3K	0.03%	370
2019 Q1	$1K	Buy	+3	New	+$775	﹤0.01%	1277
2018 Q3	$107K	Buy	367 +358	+3,978%	+$102K	0.11%	207
2018 Q2	$3K	Sell	9 -209	-96%	-$45.5K	﹤0.01%	934
2018 Q1	$46K	Buy	+218	New	+$43.7K	0.05%	336

Other funds holding WCG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Financial Gravity Asset Management's WCG Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its Wellcare Health Plans, Inc. (WCG) stake by 44% in Q4 2019, selling an estimated $14.4K and leaving 61 shares worth $330K. The position accounts for 0.23% of the portfolio, ranked #46.

Financial Gravity Asset Management first reported a position in WCG in Q1 2018 and has held it in 7 quarters since. 444 funds tracked by Wall St. Rank hold WCG as of Q4 2019.

Financial Gravity Asset Management held 61 shares of Wellcare Health Plans, Inc. worth $330K as of Q4 2019.
Financial Gravity Asset Management sold 48 Wellcare Health Plans, Inc. shares in Q4 2019, an estimated $14.4K.
Wellcare Health Plans, Inc. made up 0.23% of Financial Gravity Asset Management's portfolio in Q4 2019, its #46 holding.
Financial Gravity Asset Management first reported a position in Wellcare Health Plans, Inc. in Q1 2018 and has held it in 7 quarters since.
444 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.