TCI Wealth Advisors’s Wellcare Health Plans, Inc. WCG Stock Holding History

TCI Wealth 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
2020 Q1	–	Sell	-3	Closed	-$1K	–	1883
2019 Q4	$1K	Sell	3 -2	-40%	-$600	﹤0.01%	1508
2019 Q3	$1K	Sell	5 -1	-17%	-$276	﹤0.01%	1465
2019 Q2	$2K	Buy	6 +3	+100%	+$827	﹤0.01%	1111
2019 Q1	$1K	Hold	3	–	–	﹤0.01%	1379
2018 Q4	$1K	Buy	+3	New	+$804	﹤0.01%	1395

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

TCI Wealth Advisors's WCG Position: Q1 2020 in Review

TCI Wealth Advisors sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2020, closing a stake of 3 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in WCG in Q4 2018 and held it in 5 quarters. The position peaked at $2K in Q2 2019. 2 funds tracked by Wall St. Rank hold WCG as of Q1 2020.

TCI Wealth Advisors reported no remaining Wellcare Health Plans, Inc. position as of Q1 2020 after selling out during the quarter.
TCI Wealth Advisors sold 3 Wellcare Health Plans, Inc. shares in Q1 2020, an estimated $1K.
TCI Wealth Advisors first reported a position in Wellcare Health Plans, Inc. in Q4 2018 and held it in 5 quarters.
TCI Wealth Advisors's Wellcare Health Plans, Inc. position peaked at $2K in Q2 2019.
2 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2020.

Based on TCI Wealth Advisors's 13F filing for Q1 2020, filed 14 Apr 2020.