Saddle Road Partners’s Wellcare Health Plans, Inc. WCG Stock Holding History

Saddle Road 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
2016 Q4	$773K	Buy	10,908 +3,408	+45%	+$434K	0.39%	61
2016 Q3	$878K	Hold	7,500	–	–	0.5%	44
2016 Q2	$805K	Hold	7,500	–	–	0.48%	46
2016 Q1	$696K	Hold	7,500	–	–	0.44%	55
2015 Q4	$587K	Buy	+7,500	New	+$622K	0.4%	64

Other funds holding WCG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Saddle Road Partners's WCG Position: Q4 2016 in Review

Saddle Road Partners increased its Wellcare Health Plans, Inc. (WCG) stake by 45% in Q4 2016, buying an estimated $434K and bringing the position to 10,908 shares worth $773K. The position accounts for 0.39% of the portfolio, ranked #61.

Saddle Road Partners first reported a position in WCG in Q4 2015 and has held it in 5 quarters since. The position peaked at $878K in Q3 2016. 314 funds tracked by Wall St. Rank hold WCG as of Q4 2016.

Saddle Road Partners held 10,908 shares of Wellcare Health Plans, Inc. worth $773K as of Q4 2016.
Saddle Road Partners bought 3,408 Wellcare Health Plans, Inc. shares in Q4 2016, an estimated $434K.
Wellcare Health Plans, Inc. made up 0.39% of Saddle Road Partners's portfolio in Q4 2016, its #61 holding.
Saddle Road Partners first reported a position in Wellcare Health Plans, Inc. in Q4 2015 and has held it in 5 quarters since.
Saddle Road Partners's Wellcare Health Plans, Inc. position peaked at $878K in Q3 2016.
314 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q4 2016.

Based on Saddle Road Partners's 13F filing for Q4 2016, filed 6 Jan 2017.