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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-8
Closed -$3K 1206
2019
Q4
$3K Buy
+8
New +$2.4K ﹤0.01% 972
2019
Q2
Sell
-8
Closed -$2K 1325
2019
Q1
$2K Hold
8
﹤0.01% 1157
2018
Q4
$2K Buy
+8
New +$2.14K ﹤0.01% 1164

Other funds holding WCG

FinTrust Capital Advisors's WCG Position: Q1 2020 in Review

FinTrust Capital Advisors sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 8 shares — an estimated $3K sold.

FinTrust Capital Advisors first reported a position in WCG in Q4 2018 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

  • FinTrust Capital Advisors reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
  • FinTrust Capital Advisors sold 8 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $3K.
  • FinTrust Capital Advisors first reported a position in Wellcare Health Plans, Inc. in Q4 2018 and held it in 3 quarters.
  • FinTrust Capital Advisors's Wellcare Health Plans, Inc. position peaked at $3K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

Based on FinTrust Capital Advisors's 13F filing for Q1 2020, filed 15 May 2020.