JWA
WCG

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

JFS Wealth 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
-3
Closed -$1K – 594
2019
Q4 		$1K Hold
3
– – ﹤0.01% 509
2019
Q3 		$1K Buy
+3
New +$828 ﹤0.01% 515

Other funds holding WCG

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
JGGDR
JGP Global Gestao de Recursos Rio De Janeiro, Brazil $45.3M AUM 42.75% 1-Year Est. Return

JFS Wealth Advisors's WCG Position: Q1 2020 in Review

JFS Wealth Advisors sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 3 shares — an estimated $1K sold.

JFS Wealth Advisors first reported a position in WCG in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

  • JFS Wealth Advisors reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
  • JFS Wealth Advisors sold 3 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $1K.
  • JFS Wealth Advisors first reported a position in Wellcare Health Plans, Inc. in Q3 2019 and held it in 2 quarters.
  • JFS Wealth Advisors's Wellcare Health Plans, Inc. position peaked at $1K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

Based on JFS Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.