Jones Financial Companies
WCG

Jones Financial Companies’s Wellcare Health Plans, Inc. WCG Stock Holding History

Jones Financial Companies’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
-135
Closed -$7K – 864
2013
Q2 		$7K Buy
+135
New +$7.54K ﹤0.01% 649

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BFA
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State Street
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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 16.26% 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

Jones Financial Companies's WCG Position: Q3 2013 in Review

Jones Financial Companies sold out of Wellcare Health Plans, Inc. (WCG) in Q3 2013, closing a stake of 135 shares — an estimated $7K sold.

Jones Financial Companies first reported a position in WCG in Q2 2013 and held it in 1 quarter. The position peaked at $7K in Q2 2013. 218 funds tracked by Wall St. Rank hold WCG as of Q3 2013.

  • Jones Financial Companies reported no remaining Wellcare Health Plans, Inc. position as of Q3 2013 after selling out during the quarter.
  • Jones Financial Companies sold 135 Wellcare Health Plans, Inc. shares in Q3 2013, an estimated $7K.
  • Jones Financial Companies first reported a position in Wellcare Health Plans, Inc. in Q2 2013 and held it in 1 quarter.
  • Jones Financial Companies's Wellcare Health Plans, Inc. position peaked at $7K in Q2 2013.
  • 218 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q3 2013.

Based on Jones Financial Companies's 13F filing for Q3 2013, filed 14 Nov 2013.