WIS
WCG

Wright Investors Service’s Wellcare Health Plans, Inc. WCG Stock Holding History

Wright Investors Service’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
-1,881
Closed -$488K – 156
2019
Q3 		$488K Sell
1,881
-1,001
-35% -$276K 0.18% 114
2019
Q2 		$821K Buy
2,882
+15
+0.5% +$4.14K 0.31% 83
2019
Q1 		$773K Sell
2,867
-4,889
-63% -$1.26M 0.31% 80
2018
Q4 		$1.83M Buy
7,756
+1,081
+16% +$290K 0.78% 35
2018
Q3 		$2.14M Buy
6,675
+800
+14% +$227K 0.78% 44
2018
Q2 		$1.45M Buy
5,875
+403
+7% +$87.7K 0.57% 54
2018
Q1 		$1.06M Sell
5,472
-2,404
-31% -$481K 0.36% 82
2017
Q4 		$1.58M Buy
7,876
+1,102
+16% +$213K 0.53% 55
2017
Q3 		$1.16M Buy
6,774
+79
+1% +$13.8K 0.42% 63
2017
Q2 		$1.2M Buy
6,695
+1,100
+20% +$182K 0.45% 56
2017
Q1 		$784K Buy
5,595
+2,455
+78% +$350K 0.32% 96
2016
Q4 		$430K Buy
+3,140
New +$400K 0.19% 159

Other funds holding WCG

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HI
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
Goldman Sachs New York $871B AUM 31.28% 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
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Wright Investors Service's WCG Position: Q4 2019 in Review

Wright Investors Service sold out of Wellcare Health Plans, Inc. (WCG) in Q4 2019, closing a stake of 1,881 shares — an estimated $488K sold.

Wright Investors Service first reported a position in WCG in Q4 2016 and held it in 12 quarters. The position peaked at $2.14M in Q3 2018. 444 funds tracked by Wall St. Rank hold WCG as of Q4 2019.

  • Wright Investors Service reported no remaining Wellcare Health Plans, Inc. position as of Q4 2019 after selling out during the quarter.
  • Wright Investors Service sold 1,881 Wellcare Health Plans, Inc. shares in Q4 2019, an estimated $488K.
  • Wright Investors Service first reported a position in Wellcare Health Plans, Inc. in Q4 2016 and held it in 12 quarters.
  • Wright Investors Service's Wellcare Health Plans, Inc. position peaked at $2.14M in Q3 2018.
  • 444 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q4 2019.

Based on Wright Investors Service's 13F filing for Q4 2019, filed 28 Jan 2020.