FGC
WCG

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

Financial Gravity Companies’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
Q4 		$51K Buy
+184
New +$49.3K 0.05% 324
2018
Q1 		$46K Buy
218
+41
+23% +$8.21K 0.05% 336
2017
Q4 		$37K Buy
+177
New +$34.3K 0.04% 374

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Gravity Companies's WCG Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Wellcare Health Plans, Inc. (WCG) in Q4 2018: 184 shares worth $51K. The stake represents 0.05% of the portfolio and ranks #324 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WCG as recently as Q1 2018.

Financial Gravity Companies first reported a position in WCG in Q4 2017 and has held it in 3 quarters since. 464 funds tracked by Wall St. Rank hold WCG as of Q4 2018.

  • Financial Gravity Companies held 184 shares of Wellcare Health Plans, Inc. worth $51K as of Q4 2018.
  • Wellcare Health Plans, Inc. was a new Financial Gravity Companies position in Q4 2018.
  • Wellcare Health Plans, Inc. made up 0.05% of Financial Gravity Companies's portfolio in Q4 2018, its #324 holding.
  • Financial Gravity Companies first reported a position in Wellcare Health Plans, Inc. in Q4 2017 and has held it in 3 quarters since.
  • 464 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.