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

Zacks 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
2019 Q1	–	Sell	-8,247	Closed	-$1.95M	–	623
2018 Q4	$1.95M	Sell	8,247 -545	-6%	-$146K	0.05%	237
2018 Q3	$2.82M	Sell	8,792 -102	-1%	-$29K	0.06%	218
2018 Q2	$2.19M	Buy	8,894 +448	+5%	+$97.5K	0.05%	257
2018 Q1	$1.64M	Sell	8,446 -16,880	-67%	-$3.38M	0.04%	315
2017 Q4	$5.09M	Buy	25,326 +17,078	+207%	+$3.31M	0.11%	143
2017 Q3	$1.42M	Buy	8,248 +420	+5%	+$73.6K	0.03%	302
2017 Q2	$1.41M	Sell	7,828 -1,503	-16%	-$249K	0.03%	291
2017 Q1	$1.31M	Sell	9,331 -457	-5%	-$65.1K	0.03%	298
2016 Q4	$1.34M	Sell	9,788 -18,409	-65%	-$2.34M	0.04%	271
2016 Q3	$3.3M	Buy	28,197 +25,980	+1,172%	+$2.9M	0.09%	155
2016 Q2	$238K	Buy	+2,217	New	+$217K	0.01%	528

Other funds holding WCG

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Zacks Investment Management's WCG Position: Q1 2019 in Review

Zacks Investment Management sold out of Wellcare Health Plans, Inc. (WCG) in Q1 2019, closing a stake of 8,247 shares — an estimated $1.95M sold.

Zacks Investment Management first reported a position in WCG in Q2 2016 and held it in 11 quarters. The position peaked at $5.09M in Q4 2017. 504 funds tracked by Wall St. Rank hold WCG as of Q1 2019.

Zacks Investment Management reported no remaining Wellcare Health Plans, Inc. position as of Q1 2019 after selling out during the quarter.
Zacks Investment Management sold 8,247 Wellcare Health Plans, Inc. shares in Q1 2019, an estimated $1.95M.
Zacks Investment Management first reported a position in Wellcare Health Plans, Inc. in Q2 2016 and held it in 11 quarters.
Zacks Investment Management's Wellcare Health Plans, Inc. position peaked at $5.09M in Q4 2017.
504 funds tracked by Wall St. Rank held Wellcare Health Plans, Inc. as of Q1 2019.

Based on Zacks Investment Management's 13F filing for Q1 2019, filed 15 May 2019.