Guidant Wealth Advisors’s Wellcare Health Plans, Inc. WCG Stock Holding History

Guidant Wealth Advisors’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 Q3	$26K	Hold	100	–	–	0.01%	208
2019 Q2	$29K	Hold	100	–	–	0.01%	202
2019 Q1	$27K	Hold	100	–	–	0.01%	209
2018 Q4	$23K	Hold	100	–	–	0.01%	159
2018 Q3	$32K	Hold	100	–	–	0.01%	99
2018 Q2	$24K	Hold	100	–	–	0.01%	107
2018 Q1	$18K	Hold	100	–	–	0.01%	123
2017 Q4	$20K	Buy	+100	New	+$19.4K	0.01%	121

Other funds holding WCG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Guidant Wealth Advisors's WCG Position: Q3 2019 in Review

Guidant Wealth Advisors held its Wellcare Health Plans, Inc. (WCG) position steady in Q3 2019 at 100 shares worth $26K. The position accounts for 0.01% of the portfolio, ranked #208.

Guidant Wealth Advisors first reported a position in WCG in Q4 2017 and has held it in 8 quarters since. The position peaked at $32K in Q3 2018. 406 funds tracked by Wall St. Rank hold WCG as of Q3 2019.

Guidant Wealth Advisors held 100 shares of Wellcare Health Plans, Inc. worth $26K as of Q3 2019.
Guidant Wealth Advisors left its Wellcare Health Plans, Inc. share count unchanged in Q3 2019.
Wellcare Health Plans, Inc. made up 0.01% of Guidant Wealth Advisors's portfolio in Q3 2019, its #208 holding.
Guidant Wealth Advisors first reported a position in Wellcare Health Plans, Inc. in Q4 2017 and has held it in 8 quarters since.
Guidant Wealth Advisors's Wellcare Health Plans, Inc. position peaked at $32K in Q3 2018.
406 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.