Clifford Swan Investment Counsel’s Celgene Corp CELG Stock Holding History

Clifford Swan Investment Counsel’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	-2,280	Closed	-$226K	–	328
2019 Q3	$226K	Buy	+2,280	New	+$217K	0.01%	281
2018 Q1	–	Sell	-2,076	Closed	-$217K	–	321
2017 Q4	$217K	Hold	2,076	–	–	0.01%	298
2017 Q3	$303K	Sell	2,076 -536	-21%	-$73K	0.02%	254
2017 Q2	$339K	Buy	+2,612	New	+$320K	0.02%	247
2016 Q2	–	Sell	-9,272	Closed	-$928K	–	278
2016 Q1	$928K	Buy	9,272 +5,487	+145%	+$565K	0.06%	151
2015 Q4	$453K	Buy	3,785 +1,015	+37%	+$117K	0.03%	205
2015 Q3	$300K	Buy	2,770 +430	+18%	+$53.4K	0.02%	219
2015 Q2	$271K	Buy	+2,340	New	+$268K	0.02%	230

Other funds holding CELG

Factorial Partners Mt. Kisco, New York $138M AUM 25.59% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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 $488M AUM 17.59% 1-Year Est. Return

Clifford Swan Investment Counsel's CELG Position: Q4 2019 in Review

Clifford Swan Investment Counsel sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 2,280 shares — an estimated $226K sold.

Clifford Swan Investment Counsel first reported a position in CELG in Q2 2015 and held it in 8 quarters. The position peaked at $928K in Q1 2016. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

Clifford Swan Investment Counsel reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
Clifford Swan Investment Counsel sold 2,280 Celgene Corp shares in Q4 2019, an estimated $226K.
Clifford Swan Investment Counsel first reported a position in Celgene Corp in Q2 2015 and held it in 8 quarters.
Clifford Swan Investment Counsel's Celgene Corp position peaked at $928K in Q1 2016.
4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Clifford Swan Investment Counsel's 13F filing for Q4 2019, filed 30 Jan 2020.