LFA
WCG

Legacy Financial Advisors’s Wellcare Health Plans, Inc. WCG Stock Holding History

Legacy Financial Advisors’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
Q2 		– Sell
-135
Closed -$36K – 1038
2019
Q1 		$36K Hold
135
– – 0.01% 334
2018
Q4 		$32K Buy
135
+64
+90% +$17.2K 0.01% 324
2018
Q3 		$22K Sell
71
-11
-13% -$3.12K 0.01% 362
2018
Q2 		$21K Hold
82
– – 0.01% 376
2018
Q1 		$16K Hold
82
– – 0.01% 397
2017
Q4 		$16K Buy
+82
New +$15.9K 0.01% 402

Other funds holding WCG

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Legacy Financial Advisors's WCG Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Wellcare Health Plans, Inc. (WCG) in Q2 2019, closing a stake of 135 shares — an estimated $36K sold.

Legacy Financial Advisors first reported a position in WCG in Q4 2017 and held it in 6 quarters. The position peaked at $36K in Q1 2019. 445 funds tracked by Wall St. Rank hold WCG as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Wellcare Health Plans, Inc. position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 135 Wellcare Health Plans, Inc. shares in Q2 2019, an estimated $36K.
  • Legacy Financial Advisors first reported a position in Wellcare Health Plans, Inc. in Q4 2017 and held it in 6 quarters.
  • Legacy Financial Advisors's Wellcare Health Plans, Inc. position peaked at $36K in Q1 2019.
  • 445 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.