MIC
WCG

MU Investments Company’s Wellcare Health Plans, Inc. WCG Stock Holding History

MU Investments Company’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
Q2 		– Sell
-2,600
Closed -$243K – 198
2016
Q1 		$243K Hold
2,600
– – 0.15% 114
2015
Q4 		$209K Sell
2,600
-400
-13% -$33.1K 0.12% 145
2015
Q3 		$251K Hold
3,000
– – 0.14% 147
2015
Q2 		$254K Buy
+3,000
New +$254K 0.12% 170

Other funds holding WCG

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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

MU Investments Company's WCG Position: Q2 2016 in Review

MU Investments Company sold out of Wellcare Health Plans, Inc. (WCG) in Q2 2016, closing a stake of 2,600 shares — an estimated $243K sold.

MU Investments Company first reported a position in WCG in Q2 2015 and held it in 4 quarters. The position peaked at $254K in Q2 2015. 274 funds tracked by Wall St. Rank hold WCG as of Q2 2016.

  • MU Investments Company reported no remaining Wellcare Health Plans, Inc. position as of Q2 2016 after selling out during the quarter.
  • MU Investments Company sold 2,600 Wellcare Health Plans, Inc. shares in Q2 2016, an estimated $243K.
  • MU Investments Company first reported a position in Wellcare Health Plans, Inc. in Q2 2015 and held it in 4 quarters.
  • MU Investments Company's Wellcare Health Plans, Inc. position peaked at $254K in Q2 2015.
  • 274 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q2 2016.

Based on MU Investments Company's 13F filing for Q2 2016, filed 27 Jul 2016.