KI
WCG

Koch Industries’s Wellcare Health Plans, Inc. WCG Stock Holding History

Koch Industries’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
Q2 		– Sell
-5,168
Closed -$1M – 790
2018
Q1 		$1M Buy
5,168
+2,255
+77% +$452K 0.1% 131
2017
Q4 		$586K Buy
+2,913
New +$564K 0.09% 196

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American Century Companies
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AQR Capital Management
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Koch Industries's WCG Position: Q2 2018 in Review

Koch Industries sold out of Wellcare Health Plans, Inc. (WCG) in Q2 2018, closing a stake of 5,168 shares — an estimated $1M sold.

Koch Industries first reported a position in WCG in Q4 2017 and held it in 2 quarters. The position peaked at $1M in Q1 2018. 365 funds tracked by Wall St. Rank hold WCG as of Q2 2018.

  • Koch Industries reported no remaining Wellcare Health Plans, Inc. position as of Q2 2018 after selling out during the quarter.
  • Koch Industries sold 5,168 Wellcare Health Plans, Inc. shares in Q2 2018, an estimated $1M.
  • Koch Industries first reported a position in Wellcare Health Plans, Inc. in Q4 2017 and held it in 2 quarters.
  • Koch Industries's Wellcare Health Plans, Inc. position peaked at $1M in Q1 2018.
  • 365 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q2 2018.

Based on Koch Industries's 13F filing for Q2 2018, filed 13 Aug 2018.