LPWM
WCG

Lake Point Wealth Management’s Wellcare Health Plans, Inc. WCG Stock Holding History

Lake Point Wealth 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
2019
Q1 		– Sell
-795
Closed -$188K – 901
2018
Q4 		$188K Buy
+795
New +$213K 0.07% 162

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Acadian Asset Management
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Lake Point Wealth Management's WCG Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2019, closing a stake of 795 shares — an estimated $188K sold.

Lake Point Wealth Management first reported a position in WCG in Q4 2018 and held it in 1 quarter. The position peaked at $188K in Q4 2018. 504 funds tracked by Wall St. Rank hold WCG as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Wellcare Health Plans, Inc. position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 795 Wellcare Health Plans, Inc. shares in Q1 2019, an estimated $188K.
  • Lake Point Wealth Management first reported a position in Wellcare Health Plans, Inc. in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Wellcare Health Plans, Inc. position peaked at $188K in Q4 2018.
  • 504 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.