ICRM
WCG

Insight Capital Research & Management’s Wellcare Health Plans, Inc. WCG Stock Holding History

Insight Capital Research & 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
2013
Q3 		– Sell
-58,634
Closed -$3.26M – 226
2013
Q2 		$3.26M Buy
+58,634
New +$3.28M 0.85% 36

Other funds holding WCG

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Addison Clark Management Stamford, Connecticut $5M AUM 6.65% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Insight Capital Research & Management's WCG Position: Q3 2013 in Review

Insight Capital Research & Management sold out of Wellcare Health Plans, Inc. (WCG) in Q3 2013, closing a stake of 58,634 shares — an estimated $3.26M sold.

Insight Capital Research & Management first reported a position in WCG in Q2 2013 and held it in 1 quarter. The position peaked at $3.26M in Q2 2013. 218 funds tracked by Wall St. Rank hold WCG as of Q3 2013.

  • Insight Capital Research & Management reported no remaining Wellcare Health Plans, Inc. position as of Q3 2013 after selling out during the quarter.
  • Insight Capital Research & Management sold 58,634 Wellcare Health Plans, Inc. shares in Q3 2013, an estimated $3.26M.
  • Insight Capital Research & Management first reported a position in Wellcare Health Plans, Inc. in Q2 2013 and held it in 1 quarter.
  • Insight Capital Research & Management's Wellcare Health Plans, Inc. position peaked at $3.26M in Q2 2013.
  • 218 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q3 2013.

Based on Insight Capital Research & Management's 13F filing for Q3 2013, filed 13 Nov 2013.