WIM
WCG

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

Westside 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
2018
Q4 		– Sell
-61
Closed -$19.6K – 834
2018
Q3 		$19.6K Hold
61
– – 0.01% 360
2018
Q2 		$15.1K Hold
61
– – 0.01% 465
2018
Q1 		$11.6K Buy
+61
New +$12.2K 0.01% 516

Other funds holding WCG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Westside Investment Management's WCG Position: Q4 2018 in Review

Westside Investment Management sold out of Wellcare Health Plans, Inc. (WCG) in Q4 2018, closing a stake of 61 shares — an estimated $19.6K sold.

Westside Investment Management first reported a position in WCG in Q1 2018 and held it in 3 quarters. The position peaked at $19.6K in Q3 2018. 464 funds tracked by Wall St. Rank hold WCG as of Q4 2018.

  • Westside Investment Management reported no remaining Wellcare Health Plans, Inc. position as of Q4 2018 after selling out during the quarter.
  • Westside Investment Management sold 61 Wellcare Health Plans, Inc. shares in Q4 2018, an estimated $19.6K.
  • Westside Investment Management first reported a position in Wellcare Health Plans, Inc. in Q1 2018 and held it in 3 quarters.
  • Westside Investment Management's Wellcare Health Plans, Inc. position peaked at $19.6K in Q3 2018.
  • 464 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.