STA
WCG

Summit Trail Advisors’s Wellcare Health Plans, Inc. WCG Stock Holding History

Summit Trail Advisors’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
2018
Q1 		– Sell
-26
Closed -$6K – 1975
2017
Q4 		$6K Buy
+26
New +$5.03K ﹤0.01% 1388

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Summit Trail Advisors's WCG Position: Q1 2018 in Review

Summit Trail Advisors sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2018, closing a stake of 26 shares — an estimated $6K sold.

Summit Trail Advisors first reported a position in WCG in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 352 funds tracked by Wall St. Rank hold WCG as of Q1 2018.

  • Summit Trail Advisors reported no remaining Wellcare Health Plans, Inc. position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 26 Wellcare Health Plans, Inc. shares in Q1 2018, an estimated $6K.
  • Summit Trail Advisors first reported a position in Wellcare Health Plans, Inc. in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Wellcare Health Plans, Inc. position peaked at $6K in Q4 2017.
  • 352 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.