Principal Financial Group
WCG

Principal Financial Group’s Wellcare Health Plans, Inc. WCG Stock Holding History

Principal Financial Group’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
-77,406
Closed -$25.6M – 2285
2019
Q4 		$25.6M Sell
77,406
-1,654
-2% -$497K 0.02% 636
2019
Q3 		$20.5M Buy
79,060
+1,262
+2% +$348K 0.02% 746
2019
Q2 		$22.2M Sell
77,798
-1,752
-2% -$483K 0.02% 698
2019
Q1 		$21.5M Sell
79,550
-6,066
-7% -$1.57M 0.02% 722
2018
Q4 		$20.2M Sell
85,616
-3,839
-4% -$1.03M 0.02% 693
2018
Q3 		$28.7M Sell
89,455
-120,965
-57% -$34.3M 0.03% 629
2018
Q2 		$51.8M Buy
210,420
+2,943
+1% +$641K 0.05% 396
2018
Q1 		$40.2M Buy
207,477
+5,962
+3% +$1.19M 0.04% 458
2017
Q4 		$40.5M Sell
201,515
-1,647
-0.8% -$319K 0.04% 474
2017
Q3 		$34.9M Sell
203,162
-226,404
-53% -$39.7M 0.03% 505
2017
Q2 		$77.1M Sell
429,566
-10,025
-2% -$1.66M 0.08% 308
2017
Q1 		$61.6M Buy
439,591
+36,147
+9% +$5.15M 0.07% 278
2016
Q4 		$55.3M Buy
403,444
+136,928
+51% +$17.4M 0.07% 288
2016
Q3 		$31.2M Buy
266,516
+92,598
+53% +$10.3M 0.04% 456
2016
Q2 		$18.7M Buy
173,918
+21,301
+14% +$2.08M 0.03% 654
2016
Q1 		$14.2M Buy
152,617
+6,746
+5% +$559K 0.02% 776
2015
Q4 		$11.4M Buy
145,871
+4,669
+3% +$387K 0.02% 871
2015
Q3 		$12.2M Buy
141,202
+3,385
+2% +$297K 0.02% 806
2015
Q2 		$11.7M Buy
137,817
+6,962
+5% +$588K 0.02% 897
2015
Q1 		$12M Buy
130,855
+10,708
+9% +$894K 0.02% 854
2014
Q4 		$9.86M Buy
120,147
+316
+0.3% +$22K 0.02% 961
2014
Q3 		$7.23M Buy
119,831
+5,139
+4% +$341K 0.01% 1118
2014
Q2 		$8.56M Sell
114,692
-776
-0.7% -$55.3K 0.01% 1041
2014
Q1 		$7.33M Buy
115,468
+5,298
+5% +$343K 0.01% 1109
2013
Q4 		$7.76M Buy
110,170
+1,586
+1% +$111K 0.01% 1051
2013
Q3 		$7.57M Buy
108,584
+2,816
+3% +$180K 0.02% 996
2013
Q2 		$5.88M Buy
+105,768
New +$5.91M 0.01% 1083

Other funds holding WCG

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
JGGDR
JGP Global Gestao de Recursos Rio De Janeiro, Brazil $23.2M AUM 88.58% 1-Year Est. Return

Principal Financial Group's WCG Position: Q1 2020 in Review

Principal Financial Group sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 77,406 shares — an estimated $25.6M sold.

Principal Financial Group first reported a position in WCG in Q2 2013 and held it in 27 quarters. The position peaked at $77.1M in Q2 2017. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

  • Principal Financial Group reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
  • Principal Financial Group sold 77,406 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $25.6M.
  • Principal Financial Group first reported a position in Wellcare Health Plans, Inc. in Q2 2013 and held it in 27 quarters.
  • Principal Financial Group's Wellcare Health Plans, Inc. position peaked at $77.1M in Q2 2017.
  • 2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

Based on Principal Financial Group's 13F filing for Q1 2020, filed 12 May 2020.