KCM
WCG

Kennedy Capital Management’s Wellcare Health Plans, Inc. WCG Stock Holding History

Kennedy Capital Management’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
Q2 		– Sell
-48,580
Closed -$4.51M – 764
2016
Q1 		$4.51M Buy
+48,580
New +$4.03M 0.09% 378
2014
Q4 		– Sell
-103,545
Closed -$6.25M – 799
2014
Q3 		$6.25M Buy
+103,545
New +$6.87M 0.12% 311

Other funds holding WCG

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kennedy Capital Management's WCG Position: Q2 2016 in Review

Kennedy Capital Management sold out of Wellcare Health Plans, Inc. (WCG) in Q2 2016, closing a stake of 48,580 shares — an estimated $4.51M sold.

Kennedy Capital Management first reported a position in WCG in Q3 2014 and held it in 2 quarters. The position peaked at $6.25M in Q3 2014. 274 funds tracked by Wall St. Rank hold WCG as of Q2 2016.

  • Kennedy Capital Management reported no remaining Wellcare Health Plans, Inc. position as of Q2 2016 after selling out during the quarter.
  • Kennedy Capital Management sold 48,580 Wellcare Health Plans, Inc. shares in Q2 2016, an estimated $4.51M.
  • Kennedy Capital Management first reported a position in Wellcare Health Plans, Inc. in Q3 2014 and held it in 2 quarters.
  • Kennedy Capital Management's Wellcare Health Plans, Inc. position peaked at $6.25M in Q3 2014.
  • 274 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q2 2016.

Based on Kennedy Capital Management's 13F filing for Q2 2016, filed 12 Aug 2016.