LWA
WCG

Lenox Wealth Advisors’s Wellcare Health Plans, Inc. WCG Stock Holding History

Lenox Wealth 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
2017
Q4 		– Sell
-15
Closed -$3K – 485
2017
Q3 		$3K Buy
+15
New +$2.63K ﹤0.01% 130

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Lenox Wealth Advisors's WCG Position: Q4 2017 in Review

Lenox Wealth Advisors sold out of Wellcare Health Plans, Inc. (WCG) in Q4 2017, closing a stake of 15 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in WCG in Q3 2017 and held it in 1 quarter. The position peaked at $3K in Q3 2017. 355 funds tracked by Wall St. Rank hold WCG as of Q4 2017.

  • Lenox Wealth Advisors reported no remaining Wellcare Health Plans, Inc. position as of Q4 2017 after selling out during the quarter.
  • Lenox Wealth Advisors sold 15 Wellcare Health Plans, Inc. shares in Q4 2017, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in Wellcare Health Plans, Inc. in Q3 2017 and held it in 1 quarter.
  • Lenox Wealth Advisors's Wellcare Health Plans, Inc. position peaked at $3K in Q3 2017.
  • 355 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q4 2017.

Based on Lenox Wealth Advisors's 13F filing for Q4 2017, filed 29 Jan 2018.