GWMIA
WCG

Global Wealth Management Investment Advisory’s Wellcare Health Plans, Inc. WCG Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q2 		– Sell
-3
Closed -$1K – 817
2019
Q1 		$1K Sell
3
-26
-90% -$6.72K ﹤0.01% 670
2018
Q4 		$7K Buy
+29
New +$7.77K ﹤0.01% 457

Other funds holding WCG

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

Global Wealth Management Investment Advisory's WCG Position: Q2 2019 in Review

Global Wealth Management Investment Advisory sold out of Wellcare Health Plans, Inc. (WCG) in Q2 2019, closing a stake of 3 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in WCG in Q4 2018 and held it in 2 quarters. The position peaked at $7K in Q4 2018. 446 funds tracked by Wall St. Rank hold WCG as of Q2 2019.

  • Global Wealth Management Investment Advisory reported no remaining Wellcare Health Plans, Inc. position as of Q2 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 3 Wellcare Health Plans, Inc. shares in Q2 2019, an estimated $1K.
  • Global Wealth Management Investment Advisory first reported a position in Wellcare Health Plans, Inc. in Q4 2018 and held it in 2 quarters.
  • Global Wealth Management Investment Advisory's Wellcare Health Plans, Inc. position peaked at $7K in Q4 2018.
  • 446 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q2 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2019, filed 20 Aug 2019.