PWP
WCG

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

Personal 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
2020
Q1 		– Sell
-3
Closed -$1K – 690
2019
Q4 		$1K Hold
3
– – ﹤0.01% 497
2019
Q3 		$1K Buy
+3
New +$828 ﹤0.01% 509

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 Wealth Partners's WCG Position: Q1 2020 in Review

Personal Wealth Partners sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 3 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in WCG in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

  • Personal Wealth Partners reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 3 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $1K.
  • Personal Wealth Partners first reported a position in Wellcare Health Plans, Inc. in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Wellcare Health Plans, Inc. position peaked at $1K in Q4 2019.
  • 2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.