HIM
WCG

Hillsdale Investment Management’s Wellcare Health Plans, Inc. WCG Stock Holding History

Hillsdale Investment Management’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
2018
Q4 		– Sell
-30
Closed -$10K – 671
2018
Q3 		$10K Hold
30
– – ﹤0.01% 361
2018
Q2 		$7K Sell
30
-10
-25% -$2.18K ﹤0.01% 394
2018
Q1 		$8K Hold
40
– – ﹤0.01% 362
2017
Q4 		$8K Sell
40
-1,700
-98% -$329K ﹤0.01% 376
2017
Q3 		$299K Hold
1,740
– – 0.05% 280
2017
Q2 		$312K Buy
1,740
+1,660
+2,075% +$275K 0.06% 245
2017
Q1 		$11K Hold
80
– – ﹤0.01% 341
2016
Q4 		$11K Hold
80
– – ﹤0.01% 345
2016
Q3 		$9K Buy
+80
New +$8.94K ﹤0.01% 390

Other funds holding WCG

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BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hillsdale Investment Management's WCG Position: Q4 2018 in Review

Hillsdale Investment Management sold out of Wellcare Health Plans, Inc. (WCG) in Q4 2018, closing a stake of 30 shares — an estimated $10K sold.

Hillsdale Investment Management first reported a position in WCG in Q3 2016 and held it in 9 quarters. The position peaked at $312K in Q2 2017. 464 funds tracked by Wall St. Rank hold WCG as of Q4 2018.

  • Hillsdale Investment Management reported no remaining Wellcare Health Plans, Inc. position as of Q4 2018 after selling out during the quarter.
  • Hillsdale Investment Management sold 30 Wellcare Health Plans, Inc. shares in Q4 2018, an estimated $10K.
  • Hillsdale Investment Management first reported a position in Wellcare Health Plans, Inc. in Q3 2016 and held it in 9 quarters.
  • Hillsdale Investment Management's Wellcare Health Plans, Inc. position peaked at $312K in Q2 2017.
  • 464 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q4 2018.

Based on Hillsdale Investment Management's 13F filing for Q4 2018, filed 12 Feb 2019.