NFP
WCG

Narus Financial Partners’s Wellcare Health Plans, Inc. WCG Stock Holding History

Narus Financial 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
2017
Q3 		$352K Buy
2,051
+342
+20% +$59.9K 0.31% 51
2017
Q2 		$307K Sell
1,709
-26
-1% -$4.31K 0.28% 52
2017
Q1 		$243K Buy
1,735
+100
+6% +$14.2K 0.23% 63
2016
Q4 		$224K Buy
+1,635
New +$208K 0.24% 63

Other funds holding WCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Narus Financial Partners's WCG Position: Q3 2017 in Review

Narus Financial Partners increased its Wellcare Health Plans, Inc. (WCG) stake by 20% in Q3 2017, buying an estimated $59.9K and bringing the position to 2,051 shares worth $352K. The position accounts for 0.31% of the portfolio, ranked #51.

Narus Financial Partners first reported a position in WCG in Q4 2016 and has held it in 4 quarters since. 308 funds tracked by Wall St. Rank hold WCG as of Q3 2017.

  • Narus Financial Partners held 2,051 shares of Wellcare Health Plans, Inc. worth $352K as of Q3 2017.
  • Narus Financial Partners bought 342 Wellcare Health Plans, Inc. shares in Q3 2017, an estimated $59.9K.
  • Wellcare Health Plans, Inc. made up 0.31% of Narus Financial Partners's portfolio in Q3 2017, its #51 holding.
  • Narus Financial Partners first reported a position in Wellcare Health Plans, Inc. in Q4 2016 and has held it in 4 quarters since.
  • 308 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q3 2017.

Based on Narus Financial Partners's 13F filing for Q3 2017, filed 15 Nov 2017.