United Capital Financial Advisors’s Wellcare Health Plans, Inc. WCG Stock Holding History

United Capital Financial 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
2019 Q4	–	Sell	-17	Closed	-$4K	–	1453
2019 Q3	$4K	Buy	+17	New	+$4.69K	﹤0.01%	1305
2019 Q2	–	Sell	-1,074	Closed	-$288K	–	1510
2019 Q1	$288K	Buy	+1,074	New	+$277K	﹤0.01%	1139
2018 Q4	–	Sell	-926	Closed	-$297K	–	1390
2018 Q3	$297K	Buy	+926	New	+$263K	﹤0.01%	1114
2016 Q1	–	Sell	-2,874	Closed	-$225K	–	1303
2015 Q4	$225K	Buy	+2,874	New	+$238K	﹤0.01%	1102

Other funds holding WCG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

United Capital Financial Advisors's WCG Position: Q4 2019 in Review

United Capital Financial Advisors sold out of Wellcare Health Plans, Inc. (WCG) in Q4 2019, closing a stake of 17 shares — an estimated $4K sold.

United Capital Financial Advisors first reported a position in WCG in Q4 2015 and held it in 4 quarters. The position peaked at $297K in Q3 2018. 444 funds tracked by Wall St. Rank hold WCG as of Q4 2019.

United Capital Financial Advisors reported no remaining Wellcare Health Plans, Inc. position as of Q4 2019 after selling out during the quarter.
United Capital Financial Advisors sold 17 Wellcare Health Plans, Inc. shares in Q4 2019, an estimated $4K.
United Capital Financial Advisors first reported a position in Wellcare Health Plans, Inc. in Q4 2015 and held it in 4 quarters.
United Capital Financial Advisors's Wellcare Health Plans, Inc. position peaked at $297K in Q3 2018.
444 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q4 2019.

Based on United Capital Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.