PFGIA
WCG

Patriot Financial Group Insurance Agency’s Wellcare Health Plans, Inc. WCG Stock Holding History

Patriot Financial Group Insurance Agency’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
2019
Q2 		– Sell
-2
Closed -$1K – 1480
2019
Q1 		$1K Hold
2
– – ﹤0.01% 1210
2018
Q4 		$0 Buy
+2
New +$536 ﹤0.01% 1160
2018
Q1 		– Sell
-36
Closed -$7K – 1003
2017
Q4 		$7K Buy
+36
New +$6.97K 0.01% 669

Other funds holding WCG

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.63% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WCG Position: Q2 2019 in Review

Patriot Financial Group Insurance Agency sold out of Wellcare Health Plans, Inc. (WCG) in Q2 2019, closing a stake of 2 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in WCG in Q4 2017 and held it in 3 quarters. The position peaked at $7K in Q4 2017. 446 funds tracked by Wall St. Rank hold WCG as of Q2 2019.

  • Patriot Financial Group Insurance Agency reported no remaining Wellcare Health Plans, Inc. position as of Q2 2019 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2 Wellcare Health Plans, Inc. shares in Q2 2019, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Wellcare Health Plans, Inc. in Q4 2017 and held it in 3 quarters.
  • Patriot Financial Group Insurance Agency's Wellcare Health Plans, Inc. position peaked at $7K in Q4 2017.
  • 446 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q2 2019.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2019, filed 7 Aug 2019.