SFS
WCG

Sowell Financial Services’s Wellcare Health Plans, Inc. WCG Stock Holding History

Sowell Financial Services’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
-627
Closed -$207K – 2832
2019
Q4 		$207K Sell
627
-1,191
-66% -$358K 0.02% 702
2019
Q3 		$471K Buy
+1,818
New +$502K 0.04% 432

Other funds holding WCG

GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
JGGDR
JGP Global Gestao de Recursos Rio De Janeiro, Brazil $45.3M AUM 42.75% 1-Year Est. Return

Sowell Financial Services's WCG Position: Q1 2020 in Review

Sowell Financial Services sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 627 shares — an estimated $207K sold.

Sowell Financial Services first reported a position in WCG in Q3 2019 and held it in 2 quarters. The position peaked at $471K in Q3 2019. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

  • Sowell Financial Services reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
  • Sowell Financial Services sold 627 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $207K.
  • Sowell Financial Services first reported a position in Wellcare Health Plans, Inc. in Q3 2019 and held it in 2 quarters.
  • Sowell Financial Services's Wellcare Health Plans, Inc. position peaked at $471K in Q3 2019.
  • 2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

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