Burt Wealth Advisors’s Celgene Corp CELG Stock Holding History

Burt Wealth 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	-445	Closed	-$44K	–	356
2019 Q3	$44K	Hold	445	–	–	0.02%	180
2019 Q2	$41K	Sell	445 -500	-53%	-$47.5K	0.02%	183
2019 Q1	$89K	Hold	945	–	–	0.04%	131
2018 Q4	$61K	Hold	945	–	–	0.03%	160
2018 Q3	$85K	Hold	945	–	–	0.04%	151
2018 Q2	$75K	Hold	945	–	–	0.04%	148
2018 Q1	$84K	Hold	945	–	–	0.04%	140
2017 Q4	$99K	Hold	945	–	–	0.06%	129
2017 Q3	$138K	Hold	945	–	–	0.09%	102
2017 Q2	$122K	Hold	945	–	–	0.08%	102
2017 Q1	$118K	Hold	945	–	–	0.09%	98
2016 Q4	$109K	Buy	945 +515	+120%	+$57.4K	0.1%	107
2016 Q3	$44K	Hold	430	–	–	0.05%	167
2016 Q2	$42K	Sell	430 -20	-4%	-$2.07K	0.05%	165
2016 Q1	$45K	Buy	+450	New	+$46.3K	0.04%	179

Other funds holding CELG

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

Burt Wealth Advisors's CELG Position: Q4 2019 in Review

Burt Wealth Advisors sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 445 shares — an estimated $44K sold.

Burt Wealth Advisors first reported a position in CELG in Q1 2016 and held it in 15 quarters. The position peaked at $138K in Q3 2017. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

Burt Wealth Advisors reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
Burt Wealth Advisors sold 445 Celgene Corp shares in Q4 2019, an estimated $44K.
Burt Wealth Advisors first reported a position in Celgene Corp in Q1 2016 and held it in 15 quarters.
Burt Wealth Advisors's Celgene Corp position peaked at $138K in Q3 2017.
4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Burt Wealth Advisors's 13F filing for Q4 2019, filed 29 Jan 2020.