WCM Investment Management
WCG

WCM Investment Management’s Wellcare Health Plans, Inc. WCG Stock Holding History

WCM Investment Management’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
Q1 		– Sell
-17,195
Closed -$2.36M – 166
2016
Q4 		$2.36M Sell
17,195
-72,439
-81% -$9.23M 0.03% 84
2016
Q3 		$10.5M Sell
89,634
-80,355
-47% -$8.98M 0.12% 56
2016
Q2 		$18.2M Sell
169,989
-81,564
-32% -$7.98M 0.29% 31
2016
Q1 		$23.3M Sell
251,553
-2,997
-1% -$249K 0.36% 23
2015
Q4 		$19.9M Buy
254,550
+55,075
+28% +$4.56M 0.41% 28
2015
Q3 		$17.2M Sell
199,475
-94,377
-32% -$8.27M 0.43% 30
2015
Q2 		$24.9M Buy
293,852
+15,303
+5% +$1.29M 0.56% 18
2015
Q1 		$25.5M Sell
278,549
-3,180
-1% -$266K 0.52% 33
2014
Q4 		$23.1M Buy
281,729
+6,945
+3% +$484K 0.67% 19
2014
Q3 		$16.6M Sell
274,784
-11,329
-4% -$751K 0.51% 34
2014
Q2 		$21.4M Sell
286,113
-2,281
-0.8% -$163K 0.53% 38
2014
Q1 		$18.3M Sell
288,394
-8,856
-3% -$574K 0.66% 34
2013
Q4 		$20.9M Sell
297,250
-27,893
-9% -$1.95M 0.75% 34
2013
Q3 		$22.5M Buy
325,143
+12,992
+4% +$831K 1.18% 23
2013
Q2 		$17.4M Buy
+312,151
New +$17.4M 0.94% 29

Other funds holding WCG

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management's WCG Position: Q1 2017 in Review

WCM Investment Management sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2017, closing a stake of 17,195 shares — an estimated $2.36M sold.

WCM Investment Management first reported a position in WCG in Q2 2013 and held it in 15 quarters. The position peaked at $25.5M in Q1 2015. 327 funds tracked by Wall St. Rank hold WCG as of Q1 2017.

  • WCM Investment Management reported no remaining Wellcare Health Plans, Inc. position as of Q1 2017 after selling out during the quarter.
  • WCM Investment Management sold 17,195 Wellcare Health Plans, Inc. shares in Q1 2017, an estimated $2.36M.
  • WCM Investment Management first reported a position in Wellcare Health Plans, Inc. in Q2 2013 and held it in 15 quarters.
  • WCM Investment Management's Wellcare Health Plans, Inc. position peaked at $25.5M in Q1 2015.
  • 327 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2017.

Based on WCM Investment Management's 13F filing for Q1 2017, filed 11 Apr 2017.