W
WCG

Wealthfront’s Wellcare Health Plans, Inc. WCG Stock Holding History

Wealthfront’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
Q3 		$331K Sell
1,033
-1
-0.1% -$284 ﹤0.01% 433
2018
Q2 		$255K Sell
1,034
-5
-0.5% -$1.09K ﹤0.01% 456
2018
Q1 		$201K Sell
1,039
-2
-0.2% -$401 ﹤0.01% 500
2017
Q4 		$209K Buy
+1,041
New +$202K ﹤0.01% 487
2015
Q4 		– Sell
-270
Closed -$23K – 1209
2015
Q3 		$23K Buy
270
+198
+275% +$17.4K ﹤0.01% 706
2015
Q2 		$6K Sell
72
-10
-12% -$845 ﹤0.01% 1011
2015
Q1 		$7K Buy
82
+81
+8,100% +$6.76K ﹤0.01% 723
2014
Q4 		$0 Buy
+1
New +$70 ﹤0.01% 1082

Other funds holding WCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront's WCG Position: Q3 2018 in Review

Wealthfront reduced its Wellcare Health Plans, Inc. (WCG) stake by 0.1% in Q3 2018, selling an estimated $284 and leaving 1,033 shares worth $331K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Wealthfront first reported a position in WCG in Q4 2014 and has held it in 8 quarters since. 438 funds tracked by Wall St. Rank hold WCG as of Q3 2018.

  • Wealthfront held 1,033 shares of Wellcare Health Plans, Inc. worth $331K as of Q3 2018.
  • Wealthfront sold 1 Wellcare Health Plans, Inc. share in Q3 2018, an estimated $284.
  • Wellcare Health Plans, Inc. made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #433 holding.
  • Wealthfront first reported a position in Wellcare Health Plans, Inc. in Q4 2014 and has held it in 8 quarters since.
  • 438 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.