UAS
WCG

United Asset Strategies’s Wellcare Health Plans, Inc. WCG Stock Holding History

United Asset Strategies’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
Q4 		– Sell
-2,415
Closed -$774K – 220
2018
Q3 		$774K Buy
2,415
+60
+3% +$17K 0.18% 108
2018
Q2 		$580K Buy
2,355
+125
+6% +$27.2K 0.15% 126
2018
Q1 		$432K Buy
2,230
+85
+4% +$17K 0.13% 137
2017
Q4 		$431K Buy
+2,145
New +$415K 0.12% 134

Other funds holding WCG

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

United Asset Strategies's WCG Position: Q4 2018 in Review

United Asset Strategies sold out of Wellcare Health Plans, Inc. (WCG) in Q4 2018, closing a stake of 2,415 shares — an estimated $774K sold.

United Asset Strategies first reported a position in WCG in Q4 2017 and held it in 4 quarters. The position peaked at $774K in Q3 2018. 464 funds tracked by Wall St. Rank hold WCG as of Q4 2018.

  • United Asset Strategies reported no remaining Wellcare Health Plans, Inc. position as of Q4 2018 after selling out during the quarter.
  • United Asset Strategies sold 2,415 Wellcare Health Plans, Inc. shares in Q4 2018, an estimated $774K.
  • United Asset Strategies first reported a position in Wellcare Health Plans, Inc. in Q4 2017 and held it in 4 quarters.
  • United Asset Strategies's Wellcare Health Plans, Inc. position peaked at $774K in Q3 2018.
  • 464 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q4 2018.

Based on United Asset Strategies's 13F filing for Q4 2018, filed 11 Feb 2019.