MWPCG
WCG

Measured Wealth Private Client Group’s Wellcare Health Plans, Inc. WCG Stock Holding History

Measured Wealth Private Client Group’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
2018
Q4 		– Sell
-625
Closed -$199K – 812
2018
Q3 		$199K Buy
+625
New +$177K 0.12% 150

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Measured Wealth Private Client Group's WCG Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Wellcare Health Plans, Inc. (WCG) in Q4 2018, closing a stake of 625 shares — an estimated $199K sold.

Measured Wealth Private Client Group first reported a position in WCG in Q3 2018 and held it in 1 quarter. The position peaked at $199K in Q3 2018. 464 funds tracked by Wall St. Rank hold WCG as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Wellcare Health Plans, Inc. position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 625 Wellcare Health Plans, Inc. shares in Q4 2018, an estimated $199K.
  • Measured Wealth Private Client Group first reported a position in Wellcare Health Plans, Inc. in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Wellcare Health Plans, Inc. position peaked at $199K in Q3 2018.
  • 464 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.