MWP
WCG

MYCIO Wealth Partners’s Wellcare Health Plans, Inc. WCG Stock Holding History

MYCIO Wealth 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
2013
Q4 		– Sell
-708
Closed -$49K – 610
2013
Q3 		$49K Sell
708
-2,247
-76% -$144K 0.01% 235
2013
Q2 		$164K Buy
+2,955
New +$165K 0.05% 130

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BFA
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State Street
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
ACM
Addison Clark Management Stamford, Connecticut $5M AUM 6.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VAM
Visium Asset Management New York $1.43B AUM 3.58% 1-Year Est. Return

MYCIO Wealth Partners's WCG Position: Q4 2013 in Review

MYCIO Wealth Partners sold out of Wellcare Health Plans, Inc. (WCG) in Q4 2013, closing a stake of 708 shares — an estimated $49K sold.

MYCIO Wealth Partners first reported a position in WCG in Q2 2013 and held it in 2 quarters. The position peaked at $164K in Q2 2013. 228 funds tracked by Wall St. Rank hold WCG as of Q4 2013.

  • MYCIO Wealth Partners reported no remaining Wellcare Health Plans, Inc. position as of Q4 2013 after selling out during the quarter.
  • MYCIO Wealth Partners sold 708 Wellcare Health Plans, Inc. shares in Q4 2013, an estimated $49K.
  • MYCIO Wealth Partners first reported a position in Wellcare Health Plans, Inc. in Q2 2013 and held it in 2 quarters.
  • MYCIO Wealth Partners's Wellcare Health Plans, Inc. position peaked at $164K in Q2 2013.
  • 228 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q4 2013.

Based on MYCIO Wealth Partners's 13F filing for Q4 2013, filed 11 Feb 2014.