IFA
WCG

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

Interactive Financial 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
2014
Q2 		– Sell
-10
Closed -$1K – 136
2014
Q1 		$1K Buy
+10
New +$648 ﹤0.01% 116

Other funds holding WCG

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
NTC
North Tide Capital Boston, Massachusetts $469M AUM 6.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Interactive Financial Advisors's WCG Position: Q2 2014 in Review

Interactive Financial Advisors sold out of Wellcare Health Plans, Inc. (WCG) in Q2 2014, closing a stake of 10 shares — an estimated $1K sold.

Interactive Financial Advisors first reported a position in WCG in Q1 2014 and held it in 1 quarter. The position peaked at $1K in Q1 2014. 235 funds tracked by Wall St. Rank hold WCG as of Q2 2014.

  • Interactive Financial Advisors reported no remaining Wellcare Health Plans, Inc. position as of Q2 2014 after selling out during the quarter.
  • Interactive Financial Advisors sold 10 Wellcare Health Plans, Inc. shares in Q2 2014, an estimated $1K.
  • Interactive Financial Advisors first reported a position in Wellcare Health Plans, Inc. in Q1 2014 and held it in 1 quarter.
  • Interactive Financial Advisors's Wellcare Health Plans, Inc. position peaked at $1K in Q1 2014.
  • 235 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q2 2014.

Based on Interactive Financial Advisors's 13F filing for Q2 2014, filed 30 Jul 2014.