Glassman Wealth Services’s Wellcare Health Plans, Inc. WCG Stock Holding History

Glassman Wealth Services’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	-8	Closed	-$3K	–	1760
2019 Q4	$3K	Sell	8 -4	-33%	-$1.2K	﹤0.01%	716
2019 Q3	$3K	Buy	12 +1	+9%	+$276	﹤0.01%	658
2019 Q2	$3K	Buy	11 +3	+38%	+$827	﹤0.01%	680
2019 Q1	$2K	Buy	+8	New	+$2.07K	﹤0.01%	744
2018 Q1	–	Sell	-3	Closed	-$1K	–	1001
2017 Q4	$1K	Buy	+3	New	+$581	﹤0.01%	640

Other funds holding WCG

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

Glassman Wealth Services's WCG Position: Q1 2020 in Review

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

Glassman Wealth Services first reported a position in WCG in Q4 2017 and held it in 5 quarters. The position peaked at $3K in Q4 2019. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

Glassman Wealth Services reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
Glassman Wealth Services sold 8 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $3K.
Glassman Wealth Services first reported a position in Wellcare Health Plans, Inc. in Q4 2017 and held it in 5 quarters.
Glassman Wealth Services'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 Glassman Wealth Services's 13F filing for Q1 2020, filed 12 May 2020.