UWPG
WCG

Ullmann Wealth Partners Group’s Wellcare Health Plans, Inc. WCG Stock Holding History

Ullmann Wealth Partners Group’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
2017
Q3 		– Sell
-138
Closed -$24K – 150
2017
Q2 		$24K Hold
138
– – 0.02% 112
2017
Q1 		$19K Buy
+138
New +$19.6K 0.02% 108

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AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Goldman Sachs
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Ullmann Wealth Partners Group's WCG Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of Wellcare Health Plans, Inc. (WCG) in Q3 2017, closing a stake of 138 shares — an estimated $24K sold.

Ullmann Wealth Partners Group first reported a position in WCG in Q1 2017 and held it in 2 quarters. The position peaked at $24K in Q2 2017. 308 funds tracked by Wall St. Rank hold WCG as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining Wellcare Health Plans, Inc. position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 138 Wellcare Health Plans, Inc. shares in Q3 2017, an estimated $24K.
  • Ullmann Wealth Partners Group first reported a position in Wellcare Health Plans, Inc. in Q1 2017 and held it in 2 quarters.
  • Ullmann Wealth Partners Group's Wellcare Health Plans, Inc. position peaked at $24K in Q2 2017.
  • 308 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.