HIIFS
WCG

Harel Insurance Investments & Financial Services’s Wellcare Health Plans, Inc. WCG Stock Holding History

Harel Insurance Investments & Financial 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
2016
Q4 		– Sell
-100
Closed -$12K – 466
2016
Q3 		$12K Sell
100
-100
-50% -$11.2K ﹤0.01% 379
2016
Q2 		$21K Hold
200
– – ﹤0.01% 455
2016
Q1 		$19K Hold
200
– – ﹤0.01% 287
2015
Q4 		$16K Buy
+200
New +$16.6K ﹤0.01% 269

Other funds holding WCG

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Harel Insurance Investments & Financial Services's WCG Position: Q4 2016 in Review

Harel Insurance Investments & Financial Services sold out of Wellcare Health Plans, Inc. (WCG) in Q4 2016, closing a stake of 100 shares — an estimated $12K sold.

Harel Insurance Investments & Financial Services first reported a position in WCG in Q4 2015 and held it in 4 quarters. The position peaked at $21K in Q2 2016. 314 funds tracked by Wall St. Rank hold WCG as of Q4 2016.

  • Harel Insurance Investments & Financial Services reported no remaining Wellcare Health Plans, Inc. position as of Q4 2016 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 100 Wellcare Health Plans, Inc. shares in Q4 2016, an estimated $12K.
  • Harel Insurance Investments & Financial Services first reported a position in Wellcare Health Plans, Inc. in Q4 2015 and held it in 4 quarters.
  • Harel Insurance Investments & Financial Services's Wellcare Health Plans, Inc. position peaked at $21K in Q2 2016.
  • 314 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q4 2016.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2016, filed 6 Feb 2017.