CWP
CELG

Capital Wealth Planning’s Celgene Corp CELG Stock Holding History

Capital Wealth Planning’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
-2,120
Closed -$222K – 273
2019
Q3 		$222K Sell
2,120
-100
-5% -$9.5K 0.01% 228
2019
Q2 		$205K Buy
+2,220
New +$211K 0.01% 231
2017
Q4 		– Sell
-2,000
Closed -$292K – 163
2017
Q3 		$292K Buy
+2,000
New +$272K 0.23% 53
2017
Q2 		– Sell
-2,000
Closed -$249K – 122
2017
Q1 		$249K Hold
2,000
– – 0.21% 54
2016
Q4 		$231K Buy
+2,000
New +$223K 0.2% 61

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

Capital Wealth Planning's CELG Position: Q4 2019 in Review

Capital Wealth Planning sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 2,120 shares — an estimated $222K sold.

Capital Wealth Planning first reported a position in CELG in Q4 2016 and held it in 5 quarters. The position peaked at $292K in Q3 2017. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Capital Wealth Planning reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Capital Wealth Planning sold 2,120 Celgene Corp shares in Q4 2019, an estimated $222K.
  • Capital Wealth Planning first reported a position in Celgene Corp in Q4 2016 and held it in 5 quarters.
  • Capital Wealth Planning's Celgene Corp position peaked at $292K in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Capital Wealth Planning's 13F filing for Q4 2019, filed 26 Feb 2020.