BFA
CELG

Beaumont Financial Advisors’s Celgene Corp CELG Stock Holding History

Beaumont Financial Advisors’s Portfolio CELG Stock Details CELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-14,163
Closed -$1.41M – 304
2019
Q3 		$1.41M Sell
14,163
-380
-3% -$36.1K 0.14% 105
2019
Q2 		$1.34M Sell
14,543
-48
-0.3% -$4.56K 0.14% 103
2019
Q1 		$1.38M Buy
14,591
+30
+0.2% +$2.62K 0.15% 96
2018
Q4 		$933K Sell
14,561
-970
-6% -$71.6K 0.15% 86
2018
Q3 		$1.39M Hold
15,531
– – 0.14% 84
2018
Q2 		$1.23M Sell
15,531
-34
-0.2% -$2.82K 0.13% 86
2018
Q1 		$1.39M Buy
15,565
+4,234
+37% +$406K 0.15% 87
2017
Q4 		$1.18M Sell
11,331
-694
-6% -$78.3K 0.14% 94
2017
Q3 		$1.75M Buy
12,025
+162
+1% +$22.1K 0.22% 83
2017
Q2 		$1.54M Sell
11,863
-667
-5% -$81.7K 0.2% 84
2017
Q1 		$1.56M Buy
12,530
+840
+7% +$101K 0.21% 84
2016
Q4 		$1.35M Buy
11,690
+94
+0.8% +$10.5K 0.2% 82
2016
Q3 		$1.21M Hold
11,596
– – 0.19% 87
2016
Q2 		$1.14M Sell
11,596
-396
-3% -$41K 0.19% 82
2016
Q1 		$1.38M Buy
11,992
+396
+3% +$40.8K 0.22% 77
2015
Q4 		$1.39M Hold
11,596
– – 0.23% 68
2015
Q3 		$1.34M Hold
11,596
– – 0.19% 79
2015
Q2 		$1.34M Sell
11,596
-396
-3% -$45.3K 0.19% 79
2015
Q1 		$1.38M Hold
11,992
– – 0.05% 93
2014
Q4 		$1.34M Hold
11,992
– – 0.06% 93
2014
Q3 		$1.14M Hold
11,992
– – 0.07% 98
2014
Q2 		$1.03M Sell
11,992
-110
-0.9% -$8.37K 0.07% 105
2014
Q1 		$845K Sell
12,102
-502
-4% -$39.8K 0.07% 92
2013
Q4 		$1.06M Buy
12,604
+1,122
+10% +$88.8K 0.09% 91
2013
Q3 		$885K Sell
11,482
-28
-0.2% -$1.96K 0.08% 92
2013
Q2 		$673K Buy
+11,510
New +$693K 0.06% 102

Other funds holding CELG

FP
Factorial Partners Mt. Kisco, New York $138M AUM 25.59% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
PCMC
Private Capital Management (Colorado) Denver, Colorado $501M AUM 17.09% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Beaumont Financial Advisors's CELG Position: Q4 2019 in Review

Beaumont Financial Advisors sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 14,163 shares — an estimated $1.41M sold.

Beaumont Financial Advisors first reported a position in CELG in Q2 2013 and held it in 26 quarters. The position peaked at $1.75M in Q3 2017. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Beaumont Financial Advisors reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Beaumont Financial Advisors sold 14,163 Celgene Corp shares in Q4 2019, an estimated $1.41M.
  • Beaumont Financial Advisors first reported a position in Celgene Corp in Q2 2013 and held it in 26 quarters.
  • Beaumont Financial Advisors's Celgene Corp position peaked at $1.75M in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Beaumont Financial Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.