FCBT
WCG

First Citizens Bank & Trust’s Wellcare Health Plans, Inc. WCG Stock Holding History

First Citizens 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
2018
Q4 		– Sell
-1,837
Closed -$589K – 461
2018
Q3 		$589K Buy
1,837
+4
+0.2% +$1.14K 0.07% 217
2018
Q2 		$451K Buy
1,833
+72
+4% +$15.7K 0.06% 239
2018
Q1 		$341K Sell
1,761
-282
-14% -$56.5K 0.05% 275
2017
Q4 		$411K Sell
2,043
-498
-20% -$96.4K 0.06% 233
2017
Q3 		$436K Buy
+2,541
New +$445K 0.06% 236
2017
Q2 		– Sell
-2,483
Closed -$348K – 496
2017
Q1 		$348K Buy
2,483
+955
+63% +$136K 0.04% 323
2016
Q4 		$209K Sell
1,528
-701
-31% -$89.3K 0.02% 431
2016
Q3 		$261K Buy
2,229
+38
+2% +$4.25K 0.02% 425
2016
Q2 		$235K Buy
+2,191
New +$214K 0.02% 444

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

First Citizens Bank & Trust's WCG Position: Q4 2018 in Review

First Citizens Bank & Trust sold out of Wellcare Health Plans, Inc. (WCG) in Q4 2018, closing a stake of 1,837 shares — an estimated $589K sold.

First Citizens Bank & Trust first reported a position in WCG in Q2 2016 and held it in 9 quarters. The position peaked at $589K in Q3 2018. 464 funds tracked by Wall St. Rank hold WCG as of Q4 2018.

  • First Citizens Bank & Trust reported no remaining Wellcare Health Plans, Inc. position as of Q4 2018 after selling out during the quarter.
  • First Citizens Bank & Trust sold 1,837 Wellcare Health Plans, Inc. shares in Q4 2018, an estimated $589K.
  • First Citizens Bank & Trust first reported a position in Wellcare Health Plans, Inc. in Q2 2016 and held it in 9 quarters.
  • First Citizens Bank & Trust's Wellcare Health Plans, Inc. position peaked at $589K in Q3 2018.
  • 464 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q4 2018.

Based on First Citizens Bank & Trust's 13F filing for Q4 2018, filed 15 Jan 2019.