BSW
CELG

Buckingham Strategic Wealth’s Celgene Corp CELG Stock Holding History

Buckingham Strategic Wealth’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
-2,694
Closed -$268K – 481
2019
Q3 		$268K Buy
2,694
+225
+9% +$21.4K 0.03% 343
2019
Q2 		$228K Buy
2,469
+91
+4% +$8.64K 0.02% 395
2019
Q1 		$224K Buy
+2,378
New +$208K 0.03% 368
2018
Q4 		– Sell
-2,837
Closed -$254K – 401
2018
Q3 		$254K Sell
2,837
-133
-4% -$11.8K 0.04% 297
2018
Q2 		$236K Sell
2,970
-11
-0.4% -$913 0.04% 307
2018
Q1 		$266K Sell
2,981
-34
-1% -$3.26K 0.05% 258
2017
Q4 		$315K Buy
3,015
+1,132
+60% +$128K 0.07% 232
2017
Q3 		$275K Sell
1,883
-9
-0.5% -$1.23K 0.07% 235
2017
Q2 		$246K Buy
+1,892
New +$232K 0.06% 248
2016
Q3 		– Sell
-2,685
Closed -$265K – 259
2016
Q2 		$265K Sell
2,685
-1,797
-40% -$186K 0.09% 172
2016
Q1 		$449K Buy
4,482
+1,923
+75% +$198K 0.15% 115
2015
Q4 		$306K Buy
2,559
+125
+5% +$14.5K 0.1% 136
2015
Q3 		$263K Sell
2,434
-33
-1% -$4.09K 0.09% 151
2015
Q2 		$286K Buy
2,467
+260
+12% +$29.7K 0.09% 163
2015
Q1 		$254K Buy
2,207
+47
+2% +$5.62K 0.1% 168
2014
Q4 		$242K Buy
+2,160
New +$228K 0.09% 167

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

Buckingham Strategic Wealth's CELG Position: Q4 2019 in Review

Buckingham Strategic Wealth sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 2,694 shares — an estimated $268K sold.

Buckingham Strategic Wealth first reported a position in CELG in Q4 2014 and held it in 16 quarters. The position peaked at $449K in Q1 2016. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Buckingham Strategic Wealth reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 2,694 Celgene Corp shares in Q4 2019, an estimated $268K.
  • Buckingham Strategic Wealth first reported a position in Celgene Corp in Q4 2014 and held it in 16 quarters.
  • Buckingham Strategic Wealth's Celgene Corp position peaked at $449K in Q1 2016.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Buckingham Strategic Wealth's 13F filing for Q4 2019, filed 4 Feb 2020.