KA
WCG

Kaizen Advisory’s Wellcare Health Plans, Inc. WCG Stock Holding History

Kaizen Advisory’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
2018
Q4 		$29K Buy
+123
New +$33K 0.02% 451

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kaizen Advisory's WCG Position: Q4 2018 in Review

Kaizen Advisory opened a new position in Wellcare Health Plans, Inc. (WCG) in Q4 2018: 123 shares worth $29K. The stake represents 0.02% of the portfolio and ranks #451 among its holdings.

464 funds tracked by Wall St. Rank hold WCG as of Q4 2018.

  • Kaizen Advisory held 123 shares of Wellcare Health Plans, Inc. worth $29K as of Q4 2018.
  • Wellcare Health Plans, Inc. was a new Kaizen Advisory position in Q4 2018.
  • Wellcare Health Plans, Inc. made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #451 holding.
  • 464 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.