HR
WCG

Howe & Rusling’s Wellcare Health Plans, Inc. WCG Stock Holding History

Howe & Rusling’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 		– Sell
-12
Closed -$3K – 885
2019
Q2 		$3K Hold
12
– – ﹤0.01% 641
2019
Q1 		$3K Buy
+12
New +$3.1K ﹤0.01% 648
2014
Q4 		– Sell
-60
Closed -$4K – 962
2014
Q3 		$4K Buy
+60
New +$3.98K ﹤0.01% 668

Other funds holding WCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HI
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
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

Howe & Rusling's WCG Position: Q3 2019 in Review

Howe & Rusling sold out of Wellcare Health Plans, Inc. (WCG) in Q3 2019, closing a stake of 12 shares — an estimated $3K sold.

Howe & Rusling first reported a position in WCG in Q3 2014 and held it in 3 quarters. The position peaked at $4K in Q3 2014. 406 funds tracked by Wall St. Rank hold WCG as of Q3 2019.

  • Howe & Rusling reported no remaining Wellcare Health Plans, Inc. position as of Q3 2019 after selling out during the quarter.
  • Howe & Rusling sold 12 Wellcare Health Plans, Inc. shares in Q3 2019, an estimated $3K.
  • Howe & Rusling first reported a position in Wellcare Health Plans, Inc. in Q3 2014 and held it in 3 quarters.
  • Howe & Rusling's Wellcare Health Plans, Inc. position peaked at $4K in Q3 2014.
  • 406 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q3 2019.

Based on Howe & Rusling's 13F filing for Q3 2019, filed 31 Oct 2019.