Gradient Investments’s Wellcare Health Plans, Inc. WCG Stock Holding History

Gradient Investments’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	-7	Closed	-$2K	–	1322
2019 Q4	$2K	Sell	7 -3	-30%	-$901	﹤0.01%	978
2019 Q3	$3K	Sell	10 -8,457	-100%	-$2.33M	﹤0.01%	903
2019 Q2	$2.41M	Buy	8,467 +5,406	+177%	+$1.49M	0.12%	111
2019 Q1	$826K	Buy	+3,061	New	+$791K	0.05%	149
2014 Q1	–	Sell	-350	Closed	-$25K	–	664
2013 Q4	$25K	Buy	+350	New	+$24.4K	0.01%	281

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

Gradient Investments's WCG Position: Q1 2020 in Review

Gradient Investments sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 7 shares — an estimated $2K sold.

Gradient Investments first reported a position in WCG in Q4 2013 and held it in 5 quarters. The position peaked at $2.41M in Q2 2019. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

Gradient Investments reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
Gradient Investments sold 7 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $2K.
Gradient Investments first reported a position in Wellcare Health Plans, Inc. in Q4 2013 and held it in 5 quarters.
Gradient Investments's Wellcare Health Plans, Inc. position peaked at $2.41M in Q2 2019.
2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

Based on Gradient Investments's 13F filing for Q1 2020, filed 7 Apr 2020.