MYIA
WCG

Mount Yale Investment Advisors’s Wellcare Health Plans, Inc. WCG Stock Holding History

Mount Yale Investment 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
2018
Q4 		– Sell
-120
Closed -$33K – 907
2018
Q3 		$33K Buy
+120
New +$34.1K 0.01% 689

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Mount Yale Investment Advisors's WCG Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Wellcare Health Plans, Inc. (WCG) in Q4 2018, closing a stake of 120 shares — an estimated $33K sold.

Mount Yale Investment Advisors first reported a position in WCG in Q3 2018 and held it in 1 quarter. The position peaked at $33K in Q3 2018. 464 funds tracked by Wall St. Rank hold WCG as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Wellcare Health Plans, Inc. position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 120 Wellcare Health Plans, Inc. shares in Q4 2018, an estimated $33K.
  • Mount Yale Investment Advisors first reported a position in Wellcare Health Plans, Inc. in Q3 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Wellcare Health Plans, Inc. position peaked at $33K in Q3 2018.
  • 464 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.