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WCG

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

JOYN 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
2019
Q1 		– Sell
-37
Closed -$9K – 1678
2018
Q4 		$9K Sell
37
-2
-5% -$536 ﹤0.01% 1047
2018
Q3 		$12K Buy
39
+18
+86% +$5.11K ﹤0.01% 900
2018
Q2 		$5K Buy
21
+13
+163% +$2.83K ﹤0.01% 1169
2018
Q1 		$2K Buy
+8
New +$1.6K ﹤0.01% 1128

Other funds holding WCG

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

JOYN Advisors's WCG Position: Q1 2019 in Review

JOYN Advisors sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2019, closing a stake of 37 shares — an estimated $9K sold.

JOYN Advisors first reported a position in WCG in Q1 2018 and held it in 4 quarters. The position peaked at $12K in Q3 2018. 504 funds tracked by Wall St. Rank hold WCG as of Q1 2019.

  • JOYN Advisors reported no remaining Wellcare Health Plans, Inc. position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 37 Wellcare Health Plans, Inc. shares in Q1 2019, an estimated $9K.
  • JOYN Advisors first reported a position in Wellcare Health Plans, Inc. in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Wellcare Health Plans, Inc. position peaked at $12K in Q3 2018.
  • 504 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.