IA
WCG

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

IFP 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
2020
Q1 		– Sell
-86
Closed -$28.9K – 3126
2019
Q4 		$28K Buy
86
+33
+62% +$9.91K ﹤0.01% 1488
2019
Q3 		$14K Buy
+53
New +$14.6K ﹤0.01% 1935
2019
Q1 		$93K Sell
342
-607
-64% -$157K 0.01% 718
2018
Q4 		$220K Buy
949
+38
+4% +$10.2K 0.01% 829
2018
Q3 		$292K Buy
911
+249
+38% +$70.7K 0.01% 896
2018
Q2 		$163K Sell
662
-30
-4% -$6.53K 0.01% 1188
2018
Q1 		$139K Hold
692
– – 0.01% 1184
2017
Q4 		$139K Buy
692
+74
+12% +$14.3K 0.01% 1193
2017
Q3 		$106K Buy
618
+119
+24% +$20.9K ﹤0.01% 1519
2017
Q2 		$90K Buy
499
+193
+63% +$32K ﹤0.01% 1584
2017
Q1 		$43K Buy
306
+150
+96% +$21.4K ﹤0.01% 2023
2016
Q4 		$21K Buy
156
+125
+403% +$15.9K ﹤0.01% 2443
2016
Q3 		$4K Buy
31
+23
+288% +$2.57K ﹤0.01% 3389
2016
Q2 		$1K Sell
8
-334
-98% -$32.7K ﹤0.01% 3735
2016
Q1 		$93K Buy
+342
New +$28.4K 0.01% 718

Other funds holding WCG

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
JGGDR
JGP Global Gestao de Recursos Rio De Janeiro, Brazil $23.2M AUM 88.58% 1-Year Est. Return

IFP Advisors's WCG Position: Q1 2020 in Review

IFP Advisors sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 86 shares — an estimated $28.9K sold.

IFP Advisors first reported a position in WCG in Q1 2016 and held it in 15 quarters. The position peaked at $292K in Q3 2018. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

  • IFP Advisors reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
  • IFP Advisors sold 86 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $28.9K.
  • IFP Advisors first reported a position in Wellcare Health Plans, Inc. in Q1 2016 and held it in 15 quarters.
  • IFP Advisors's Wellcare Health Plans, Inc. position peaked at $292K in Q3 2018.
  • 2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

Based on IFP Advisors's 13F filing for Q1 2020, filed 12 May 2020.