DFA
CELG

Delta Financial Advisors’s Celgene Corp CELG Stock Holding History

Delta Financial 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
-11,630
Closed -$1.16M – 118
2019
Q3 		$1.16M Sell
11,630
-60
-0.5% -$5.7K 0.47% 70
2019
Q2 		$1.08M Buy
+11,690
New +$1.11M 0.45% 70

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

Delta Financial Advisors's CELG Position: Q4 2019 in Review

Delta Financial Advisors sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 11,630 shares — an estimated $1.16M sold.

Delta Financial Advisors first reported a position in CELG in Q2 2019 and held it in 2 quarters. The position peaked at $1.16M in Q3 2019. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Delta Financial Advisors reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Delta Financial Advisors sold 11,630 Celgene Corp shares in Q4 2019, an estimated $1.16M.
  • Delta Financial Advisors first reported a position in Celgene Corp in Q2 2019 and held it in 2 quarters.
  • Delta Financial Advisors's Celgene Corp position peaked at $1.16M in Q3 2019.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Delta Financial Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.