Kore Private Wealth’s Wellcare Health Plans, Inc. WCG Stock Holding History

Kore Private Wealth’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
2020 Q1	–	Sell	-10	Closed	-$3K	–	1258
2019 Q4	$3K	Buy	+10	New	+$3K	﹤0.01%	918
2019 Q2	–	Sell	-20	Closed	-$5K	–	877
2019 Q1	$5K	Hold	20	–	–	﹤0.01%	785
2018 Q4	$5K	Buy	+20	New	+$5.36K	﹤0.01%	705

Other funds holding WCG

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

JGGDR

JGP Global Gestao de Recursos Rio De Janeiro, Brazil $45.3M AUM 42.75% 1-Year Est. Return

Kore Private Wealth's WCG Position: Q1 2020 in Review

Kore Private Wealth sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 10 shares — an estimated $3K sold.

Kore Private Wealth first reported a position in WCG in Q4 2018 and held it in 3 quarters. The position peaked at $5K in Q1 2019. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

Kore Private Wealth reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
Kore Private Wealth sold 10 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $3K.
Kore Private Wealth first reported a position in Wellcare Health Plans, Inc. in Q4 2018 and held it in 3 quarters.
Kore Private Wealth's Wellcare Health Plans, Inc. position peaked at $5K in Q1 2019.
2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

Based on Kore Private Wealth's 13F filing for Q1 2020, filed 15 May 2020.