MAP
WCG

Moody Aldrich Partners’s Wellcare Health Plans, Inc. WCG Stock Holding History

Moody Aldrich Partners’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
2016
Q3 		– Sell
-6,310
Closed -$677K – 106
2016
Q2 		$677K Sell
6,310
-4,600
-42% -$450K 0.56% 79
2016
Q1 		$1.01M Buy
+10,910
New +$905K 2.13% 3

Other funds holding WCG

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T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Moody Aldrich Partners's WCG Position: Q3 2016 in Review

Moody Aldrich Partners sold out of Wellcare Health Plans, Inc. (WCG) in Q3 2016, closing a stake of 6,310 shares — an estimated $677K sold.

Moody Aldrich Partners first reported a position in WCG in Q1 2016 and held it in 2 quarters. The position peaked at $1.01M in Q1 2016. 289 funds tracked by Wall St. Rank hold WCG as of Q3 2016.

  • Moody Aldrich Partners reported no remaining Wellcare Health Plans, Inc. position as of Q3 2016 after selling out during the quarter.
  • Moody Aldrich Partners sold 6,310 Wellcare Health Plans, Inc. shares in Q3 2016, an estimated $677K.
  • Moody Aldrich Partners first reported a position in Wellcare Health Plans, Inc. in Q1 2016 and held it in 2 quarters.
  • Moody Aldrich Partners's Wellcare Health Plans, Inc. position peaked at $1.01M in Q1 2016.
  • 289 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q3 2016.

Based on Moody Aldrich Partners's 13F filing for Q3 2016, filed 18 Oct 2016.