LPL Financial
WCG

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

LPL Financial’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
-10,167
Closed -$3.36M – 3513
2019
Q4 		$3.36M Buy
10,167
+8,342
+457% +$2.5M 0.01% 1045
2019
Q3 		$473K Sell
1,825
-367
-17% -$101K ﹤0.01% 2301
2019
Q2 		$625K Sell
2,192
-1,315
-37% -$363K ﹤0.01% 2095
2019
Q1 		$946K Buy
3,507
+416
+13% +$107K ﹤0.01% 1685
2018
Q4 		$730K Sell
3,091
-9
-0.3% -$2.41K ﹤0.01% 1752
2018
Q3 		$994K Buy
3,100
+197
+7% +$55.9K ﹤0.01% 1677
2018
Q2 		$715K Buy
2,903
+314
+12% +$68.4K ﹤0.01% 1896
2018
Q1 		$501K Buy
2,589
+1,128
+77% +$226K ﹤0.01% 2142
2017
Q4 		$294K Sell
1,461
-395
-21% -$76.5K ﹤0.01% 2517
2017
Q3 		$319K Sell
1,856
-30
-2% -$5.26K ﹤0.01% 2310
2017
Q2 		$339K Buy
+1,886
New +$313K ﹤0.01% 2179
2016
Q4 		– Sell
-1,775
Closed -$207K – 2812
2016
Q3 		$207K Buy
+1,775
New +$198K ﹤0.01% 2387
2016
Q2 		– Sell
-3,100
Closed -$279K – 3107
2016
Q1 		$279K Sell
3,100
-1,100
-26% -$91.2K ﹤0.01% 2567
2015
Q4 		$328K Sell
4,200
-3,930
-48% -$326K ﹤0.01% 2474
2015
Q3 		$692K Buy
8,130
+478
+6% +$41.9K ﹤0.01% 1519
2015
Q2 		$670K Sell
7,652
-714
-9% -$60.3K ﹤0.01% 1665
2015
Q1 		$765K Buy
8,366
+5,290
+172% +$442K ﹤0.01% 1552
2014
Q4 		$252K Buy
+3,076
New +$214K ﹤0.01% 2316

Other funds holding WCG

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
JGGDR
JGP Global Gestao de Recursos Rio De Janeiro, Brazil $23.2M AUM 88.58% 1-Year Est. Return

LPL Financial's WCG Position: Q1 2020 in Review

LPL Financial sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 10,167 shares — an estimated $3.36M sold.

LPL Financial first reported a position in WCG in Q4 2014 and held it in 18 quarters. The position peaked at $3.36M in Q4 2019. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

  • LPL Financial reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
  • LPL Financial sold 10,167 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $3.36M.
  • LPL Financial first reported a position in Wellcare Health Plans, Inc. in Q4 2014 and held it in 18 quarters.
  • LPL Financial's Wellcare Health Plans, Inc. position peaked at $3.36M in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

Based on LPL Financial's 13F filing for Q1 2020, filed 14 May 2020.