IPC
WCG

Independent Portfolio Consultants’s Wellcare Health Plans, Inc. WCG Stock Holding History

Independent Portfolio Consultants’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
2015
Q2 		– Sell
-595
Closed -$54K – 1070
2015
Q1 		$54K Sell
595
-120
-17% -$10K 0.01% 614
2014
Q4 		$59K Hold
715
– – 0.01% 613
2014
Q3 		$43K Hold
715
– – 0.01% 652
2014
Q2 		$53K Buy
+715
New +$51K 0.01% 633

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BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Independent Portfolio Consultants's WCG Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of Wellcare Health Plans, Inc. (WCG) in Q2 2015, closing a stake of 595 shares — an estimated $54K sold.

Independent Portfolio Consultants first reported a position in WCG in Q2 2014 and held it in 4 quarters. The position peaked at $59K in Q4 2014. 211 funds tracked by Wall St. Rank hold WCG as of Q2 2015.

  • Independent Portfolio Consultants reported no remaining Wellcare Health Plans, Inc. position as of Q2 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 595 Wellcare Health Plans, Inc. shares in Q2 2015, an estimated $54K.
  • Independent Portfolio Consultants first reported a position in Wellcare Health Plans, Inc. in Q2 2014 and held it in 4 quarters.
  • Independent Portfolio Consultants's Wellcare Health Plans, Inc. position peaked at $59K in Q4 2014.
  • 211 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.