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
2018 Q3	–	Sell	-25,000	Closed	-$7K	–	2236
2018 Q2	$7K	Hold	25,000	–	–	﹤0.01%	1969
2018 Q1	$17K	Sell	25,000 -50,000	-67%	-$4.8M	﹤0.01%	1905
2017 Q4	$77K	Buy	75,000 +25,000	+50%	+$2.82M	﹤0.01%	1756
2017 Q3	$20K	Buy	50,000 +48,000	+2,400%	+$6.54M	﹤0.01%	1837
2017 Q2	$1K	Hold	2,000	–	–	﹤0.01%	4583
2017 Q1	$5K	Sell	2,000 -1,600	-44%	-$191K	﹤0.01%	4016
2016 Q4	$9K	Buy	3,600 +1,200	+50%	+$134K	﹤0.01%	3658
2016 Q3	$4K	Hold	2,400	–	–	﹤0.01%	4051
2016 Q2	$10K	Buy	+2,400	New	+$248K	﹤0.01%	3288

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

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.