FNBT
WCG

FineMark National Bank & Trust’s Wellcare Health Plans, Inc. WCG Stock Holding History

FineMark National Bank & Trust’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
2016
Q2 		– Sell
-10
Closed -$1K – 1443
2016
Q1 		$1K Buy
+10
New +$829 ﹤0.01% 1267
2014
Q2 		– Sell
-26
Closed -$2K – 1463
2014
Q1 		$2K Buy
26
+9
+53% +$583 ﹤0.01% 1317
2013
Q4 		$1K Buy
17
+5
+42% +$349 ﹤0.01% 1445
2013
Q3 		$1K Buy
+12
New +$768 ﹤0.01% 1402

Other funds holding WCG

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

FineMark National Bank & Trust's WCG Position: Q2 2016 in Review

FineMark National Bank & Trust sold out of Wellcare Health Plans, Inc. (WCG) in Q2 2016, closing a stake of 10 shares — an estimated $1K sold.

FineMark National Bank & Trust first reported a position in WCG in Q3 2013 and held it in 4 quarters. The position peaked at $2K in Q1 2014. 274 funds tracked by Wall St. Rank hold WCG as of Q2 2016.

  • FineMark National Bank & Trust reported no remaining Wellcare Health Plans, Inc. position as of Q2 2016 after selling out during the quarter.
  • FineMark National Bank & Trust sold 10 Wellcare Health Plans, Inc. shares in Q2 2016, an estimated $1K.
  • FineMark National Bank & Trust first reported a position in Wellcare Health Plans, Inc. in Q3 2013 and held it in 4 quarters.
  • FineMark National Bank & Trust's Wellcare Health Plans, Inc. position peaked at $2K in Q1 2014.
  • 274 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q2 2016.

Based on FineMark National Bank & Trust's 13F filing for Q2 2016, filed 8 Aug 2016.