FWM
WCG

Frontier Wealth Management’s Wellcare Health Plans, Inc. WCG Stock Holding History

Frontier Wealth 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
2015
Q2 		– Sell
-2,787
Closed -$255K – 388
2015
Q1 		$255K Sell
2,787
-837
-23% -$69.9K 0.04% 252
2014
Q4 		$297K Buy
+3,624
New +$253K 0.06% 191

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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Frontier Wealth Management's WCG Position: Q2 2015 in Review

Frontier Wealth Management sold out of Wellcare Health Plans, Inc. (WCG) in Q2 2015, closing a stake of 2,787 shares — an estimated $255K sold.

Frontier Wealth Management first reported a position in WCG in Q4 2014 and held it in 2 quarters. The position peaked at $297K in Q4 2014. 211 funds tracked by Wall St. Rank hold WCG as of Q2 2015.

  • Frontier Wealth Management reported no remaining Wellcare Health Plans, Inc. position as of Q2 2015 after selling out during the quarter.
  • Frontier Wealth Management sold 2,787 Wellcare Health Plans, Inc. shares in Q2 2015, an estimated $255K.
  • Frontier Wealth Management first reported a position in Wellcare Health Plans, Inc. in Q4 2014 and held it in 2 quarters.
  • Frontier Wealth Management's Wellcare Health Plans, Inc. position peaked at $297K in Q4 2014.
  • 211 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q2 2015.

Based on Frontier Wealth Management's 13F filing for Q2 2015, filed 17 Aug 2015.