Creative Planning
CELG

Creative Planning’s Celgene Corp CELG Stock Holding History

Creative 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
-100
Closed -$1K – 2175
2019
Q3 		$1K Buy
+100
New +$9.5K ﹤0.01% 1986
2018
Q4 		– Sell
-1,000
Closed -$1K – 2219
2018
Q3 		$1K Sell
1,000
-24,200
-96% -$2.14M ﹤0.01% 2069
2018
Q2 		$7K Sell
25,200
-200
-0.8% -$16.6K ﹤0.01% 1968
2018
Q1 		$34K Sell
25,400
-49,600
-66% -$4.76M ﹤0.01% 1854
2017
Q4 		$32K Hold
75,000
– – ﹤0.01% 1831
2017
Q3 		$254K Buy
+75,000
New +$10.2M ﹤0.01% 1442
2016
Q2 		– Sell
-200
Closed -$2K – 4769
2016
Q1 		$2K Sell
200
-1,100
-85% -$113K ﹤0.01% 4065
2015
Q4 		$64K Buy
+1,300
New +$150K ﹤0.01% 1923
2015
Q2 		– Sell
-5,200
Closed -$8K – 4183
2015
Q1 		$8K Buy
+5,200
New +$621K ﹤0.01% 3368

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

Creative Planning's CELG Position: Q4 2019 in Review

Creative Planning sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 86,317 shares — an estimated $8.57M sold.

Creative Planning first reported a position in CELG in Q2 2013 and held it in 26 quarters. The position peaked at $22M in Q3 2017. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Creative Planning reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Creative Planning sold 86,317 Celgene Corp shares in Q4 2019, an estimated $8.57M.
  • Creative Planning first reported a position in Celgene Corp in Q2 2013 and held it in 26 quarters.
  • Creative Planning's Celgene Corp position peaked at $22M in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Creative Planning's 13F filing for Q4 2019, filed 30 Jan 2020.