JIP
WCG

Jaffetilchin Investment Partners’s Wellcare Health Plans, Inc. WCG Stock Holding History

Jaffetilchin Investment Partners’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
-770
Closed -$254K – 238
2019
Q4 		$254K Buy
+770
New +$231K 0.05% 186
2019
Q3 		– Sell
-714
Closed -$204K – 276
2019
Q2 		$204K Sell
714
-130
-15% -$35.8K 0.05% 246
2019
Q1 		$228K Buy
+844
New +$218K 0.05% 259
2018
Q4 		– Sell
-631
Closed -$202K – 384
2018
Q3 		$202K Buy
+631
New +$179K 0.04% 292
2017
Q3 		– Sell
-3,658
Closed -$657K – 314
2017
Q2 		$657K Sell
3,658
-558
-13% -$92.5K 0.22% 82
2017
Q1 		$591K Sell
4,216
-246
-6% -$35K 0.15% 117
2016
Q4 		$612K Sell
4,462
-423
-9% -$53.9K 0.18% 94
2016
Q3 		$572K Sell
4,885
-1,388
-22% -$155K 0.18% 88
2016
Q2 		$673K Buy
+6,273
New +$614K 0.2% 79

Other funds holding WCG

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
JGGDR
JGP Global Gestao de Recursos Rio De Janeiro, Brazil $45.3M AUM 42.75% 1-Year Est. Return

Jaffetilchin Investment Partners's WCG Position: Q1 2020 in Review

Jaffetilchin Investment Partners sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 770 shares — an estimated $254K sold.

Jaffetilchin Investment Partners first reported a position in WCG in Q2 2016 and held it in 9 quarters. The position peaked at $673K in Q2 2016. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

  • Jaffetilchin Investment Partners reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 770 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $254K.
  • Jaffetilchin Investment Partners first reported a position in Wellcare Health Plans, Inc. in Q2 2016 and held it in 9 quarters.
  • Jaffetilchin Investment Partners's Wellcare Health Plans, Inc. position peaked at $673K in Q2 2016.
  • 2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2020, filed 6 May 2020.