PCS
WCG

Personal CFO Solutions’s Wellcare Health Plans, Inc. WCG Stock Holding History

Personal CFO Solutions’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
-818
Closed -$270K – 394
2019
Q4 		$270K Buy
+818
New +$246K 0.08% 240

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

Personal CFO Solutions's WCG Position: Q1 2020 in Review

Personal CFO Solutions sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 818 shares — an estimated $270K sold.

Personal CFO Solutions first reported a position in WCG in Q4 2019 and held it in 1 quarter. The position peaked at $270K in Q4 2019. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

  • Personal CFO Solutions reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
  • Personal CFO Solutions sold 818 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $270K.
  • Personal CFO Solutions first reported a position in Wellcare Health Plans, Inc. in Q4 2019 and held it in 1 quarter.
  • Personal CFO Solutions's Wellcare Health Plans, Inc. position peaked at $270K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

Based on Personal CFO Solutions's 13F filing for Q1 2020, filed 30 Apr 2020.