KT
WCG

Kanaly Trust’s Wellcare Health Plans, Inc. WCG Stock Holding History

Kanaly Trust’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
2016
Q4 		$6K Buy
46
+6
+15% +$764 ﹤0.01% 645
2016
Q3 		$5K Buy
+40
New +$4.47K ﹤0.01% 659

Other funds holding WCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Kanaly Trust's WCG Position: Q4 2016 in Review

Kanaly Trust increased its Wellcare Health Plans, Inc. (WCG) stake by 15% in Q4 2016, buying an estimated $764 and bringing the position to 46 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #645.

Kanaly Trust first reported a position in WCG in Q3 2016 and has held it in 2 quarters since. 314 funds tracked by Wall St. Rank hold WCG as of Q4 2016.

  • Kanaly Trust held 46 shares of Wellcare Health Plans, Inc. worth $6K as of Q4 2016.
  • Kanaly Trust bought 6 Wellcare Health Plans, Inc. shares in Q4 2016, an estimated $764.
  • Wellcare Health Plans, Inc. made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #645 holding.
  • Kanaly Trust first reported a position in Wellcare Health Plans, Inc. in Q3 2016 and has held it in 2 quarters since.
  • 314 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.