Sun Life Financial’s Wellcare Health Plans, Inc. WCG Stock Holding History

Sun Life Financial’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	-29	Closed	-$10K	–	473
2019 Q4	$10K	Sell	29 -11	-28%	-$3.3K	﹤0.01%	324
2019 Q3	$10K	Hold	40	–	–	﹤0.01%	517
2019 Q2	$11K	Sell	40 -43	-52%	-$11.9K	﹤0.01%	498
2019 Q1	$22K	Sell	83 -54	-39%	-$13.9K	﹤0.01%	490
2018 Q4	$32K	Buy	137 +1	+0.7%	+$268	0.01%	481
2018 Q3	$44K	Buy	+136	New	+$38.6K	0.01%	465

Other funds holding WCG

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

JGGDR

JGP Global Gestao de Recursos Rio De Janeiro, Brazil $45.3M AUM 42.75% 1-Year Est. Return

Sun Life Financial's WCG Position: Q1 2020 in Review

Sun Life Financial sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 29 shares — an estimated $10K sold.

Sun Life Financial first reported a position in WCG in Q3 2018 and held it in 6 quarters. The position peaked at $44K in Q3 2018. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

Sun Life Financial reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
Sun Life Financial sold 29 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $10K.
Sun Life Financial first reported a position in Wellcare Health Plans, Inc. in Q3 2018 and held it in 6 quarters.
Sun Life Financial's Wellcare Health Plans, Inc. position peaked at $44K in Q3 2018.
2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

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