PWM
WCG

PRW Wealth Management’s Wellcare Health Plans, Inc. WCG Stock Holding History

PRW Wealth 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
2019
Q2 		– Sell
-134
Closed -$36K – 776
2019
Q1 		$36K Sell
134
-21
-14% -$5.42K 0.03% 180
2018
Q4 		$37K Buy
+155
New +$41.5K 0.05% 162

Other funds holding WCG

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
HBK Investments
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Farallon Capital Management
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Magnetar Financial
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return

PRW Wealth Management's WCG Position: Q2 2019 in Review

PRW Wealth Management sold out of Wellcare Health Plans, Inc. (WCG) in Q2 2019, closing a stake of 134 shares — an estimated $36K sold.

PRW Wealth Management first reported a position in WCG in Q4 2018 and held it in 2 quarters. The position peaked at $37K in Q4 2018. 446 funds tracked by Wall St. Rank hold WCG as of Q2 2019.

  • PRW Wealth Management reported no remaining Wellcare Health Plans, Inc. position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 134 Wellcare Health Plans, Inc. shares in Q2 2019, an estimated $36K.
  • PRW Wealth Management first reported a position in Wellcare Health Plans, Inc. in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Wellcare Health Plans, Inc. position peaked at $37K in Q4 2018.
  • 446 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.