SIP
WCG

Stoneridge Investment Partners’s Wellcare Health Plans, Inc. WCG Stock Holding History

Stoneridge Investment 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
2013
Q4 		– Sell
-13,283
Closed -$926K – 237
2013
Q3 		$926K Buy
13,283
+2,700
+26% +$173K 0.2% 90
2013
Q2 		$588K Buy
+10,583
New +$591K 0.14% 97

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Stoneridge Investment Partners's WCG Position: Q4 2013 in Review

Stoneridge Investment Partners sold out of Wellcare Health Plans, Inc. (WCG) in Q4 2013, closing a stake of 13,283 shares — an estimated $926K sold.

Stoneridge Investment Partners first reported a position in WCG in Q2 2013 and held it in 2 quarters. The position peaked at $926K in Q3 2013. 228 funds tracked by Wall St. Rank hold WCG as of Q4 2013.

  • Stoneridge Investment Partners reported no remaining Wellcare Health Plans, Inc. position as of Q4 2013 after selling out during the quarter.
  • Stoneridge Investment Partners sold 13,283 Wellcare Health Plans, Inc. shares in Q4 2013, an estimated $926K.
  • Stoneridge Investment Partners first reported a position in Wellcare Health Plans, Inc. in Q2 2013 and held it in 2 quarters.
  • Stoneridge Investment Partners's Wellcare Health Plans, Inc. position peaked at $926K in Q3 2013.
  • 228 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q4 2013.

Based on Stoneridge Investment Partners's 13F filing for Q4 2013, filed 14 Jan 2014.