FIM
WCG

Freedom Investment Management’s Wellcare Health Plans, Inc. WCG Stock Holding History

Freedom Investment 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
2020
Q1 		– Sell
-1,078
Closed -$356K – 733
2019
Q4 		$356K Sell
1,078
-138
-11% -$41.4K 0.03% 442
2019
Q3 		$315K Sell
1,216
-36
-3% -$9.94K 0.03% 487
2019
Q2 		$357K Buy
+1,252
New +$345K 0.03% 459
2018
Q4 		– Sell
-2,017
Closed -$614K – 940
2018
Q3 		$614K Sell
2,017
-566
-22% -$161K 0.04% 455
2018
Q2 		$636K Buy
+2,583
New +$562K 0.04% 464
2018
Q1 		– Sell
-2,270
Closed -$456K – 1246
2017
Q4 		$456K Sell
2,270
-241
-10% -$46.7K 0.02% 671
2017
Q3 		$431K Sell
2,511
-676
-21% -$118K 0.02% 667
2017
Q2 		$572K Sell
3,187
-396
-11% -$65.6K 0.03% 515
2017
Q1 		$502K Sell
3,583
-102
-3% -$14.5K 0.03% 542
2016
Q4 		$505K Sell
3,685
-4,866
-57% -$620K 0.03% 481
2016
Q3 		$1M Sell
8,551
-23
-0.3% -$2.57K 0.06% 239
2016
Q2 		$920K Sell
8,574
-1,626
-16% -$159K 0.06% 236
2016
Q1 		$946K Buy
10,200
+1,160
+13% +$96.2K 0.07% 230
2015
Q4 		$707K Sell
9,040
-19,037
-68% -$1.58M 0.05% 289
2015
Q3 		$186K Buy
+28,077
New +$2.46M 0.02% 615

Other funds holding WCG

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
JGGDR
JGP Global Gestao de Recursos Rio De Janeiro, Brazil $45.3M AUM 42.75% 1-Year Est. Return

Freedom Investment Management's WCG Position: Q1 2020 in Review

Freedom Investment Management sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 1,078 shares — an estimated $356K sold.

Freedom Investment Management first reported a position in WCG in Q3 2015 and held it in 15 quarters. The position peaked at $1M in Q3 2016. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

  • Freedom Investment Management reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
  • Freedom Investment Management sold 1,078 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $356K.
  • Freedom Investment Management first reported a position in Wellcare Health Plans, Inc. in Q3 2015 and held it in 15 quarters.
  • Freedom Investment Management's Wellcare Health Plans, Inc. position peaked at $1M in Q3 2016.
  • 2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

Based on Freedom Investment Management's 13F filing for Q1 2020, filed 12 May 2020.