OAM
WCG

Optimal Asset Management’s Wellcare Health Plans, Inc. WCG Stock Holding History

Optimal Asset Management’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
2020
Q1 		– Sell
-2,101
Closed -$694K – 415
2019
Q4 		$694K Buy
+2,101
New +$631K 0.11% 280

Other funds holding WCG

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
JGGDR
JGP Global Gestao de Recursos Rio De Janeiro, Brazil $45.3M AUM 42.75% 1-Year Est. Return

Optimal Asset Management's WCG Position: Q1 2020 in Review

Optimal Asset Management sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 2,101 shares — an estimated $694K sold.

Optimal Asset Management first reported a position in WCG in Q4 2019 and held it in 1 quarter. The position peaked at $694K in Q4 2019. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

  • Optimal Asset Management reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
  • Optimal Asset Management sold 2,101 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $694K.
  • Optimal Asset Management first reported a position in Wellcare Health Plans, Inc. in Q4 2019 and held it in 1 quarter.
  • Optimal Asset Management's Wellcare Health Plans, Inc. position peaked at $694K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

Based on Optimal Asset Management's 13F filing for Q1 2020, filed 28 May 2020.