WANY
WCG

Wealthspire Advisors (New York)’s Wellcare Health Plans, Inc. WCG Stock Holding History

Wealthspire Advisors (New York)’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
Q1 		– Sell
-6
Closed -$1K – 905
2018
Q4 		$1K Buy
+6
New +$1.61K ﹤0.01% 870

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
PCM
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Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Wealthspire Advisors (New York)'s WCG Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2019, closing a stake of 6 shares — an estimated $1K sold.

Wealthspire Advisors (New York) first reported a position in WCG in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 504 funds tracked by Wall St. Rank hold WCG as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining Wellcare Health Plans, Inc. position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 6 Wellcare Health Plans, Inc. shares in Q1 2019, an estimated $1K.
  • Wealthspire Advisors (New York) first reported a position in Wellcare Health Plans, Inc. in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Wellcare Health Plans, Inc. position peaked at $1K in Q4 2018.
  • 504 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.