Question 1

How many shares of WCG does Creative Planning own?

Accepted Answer

Creative Planning previously held 0 shares of WCG (WELLCARE HEALTH PLANS INC) before exiting the position in 2020-Q1.

Question 2

What is Creative Planning's WCG position worth?

Accepted Answer

Creative Planning's WCG position was last reported at $0 in 2020-Q1 before the exit.

Question 3

Is Creative Planning buying or selling WCG?

Accepted Answer

In 2020-Q1, Creative Planning exited their WCG position entirely (-100.0% change in shares).

Question 4

When did Creative Planning first buy WCG?

Accepted Answer

Based on available 13F filings, Creative Planning first reported a position in WCG in 2018-Q4. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2020-Q1 Latest	Exited	0	-100.0%	$0	0.0%	—	0
2019-Q4	Decreased	624	-80.0%	$206,000	0.0%	—	0
2019-Q3	Increased	3,121	+48.7%	$809,000	0.0%	—	34
2019-Q2	Decreased	2,099	-23.6%	$598,000	0.0%	—	0
2019-Q1	Increased	2,746	+49.3%	$741,000	0.0%	—	34
2018-Q4	New	1,839	-	$434,000	0.0%	—	33

WCG6 quarters

WCG
6 quarters