EWM
CELG

Edge Wealth Management’s Celgene Corp CELG Stock Holding History

Edge Wealth Management’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
-453
Closed -$44K – 653
2019
Q3 		$44K Sell
453
-240
-35% -$22.8K 0.01% 258
2019
Q2 		$64K Sell
693
-63
-8% -$5.98K 0.01% 236
2019
Q1 		$71K Sell
756
-810
-52% -$70.8K 0.02% 210
2018
Q4 		$100K Sell
1,566
-1,972
-56% -$146K 0.03% 184
2018
Q3 		$317K Sell
3,538
-439
-11% -$38.8K 0.08% 109
2018
Q2 		$316K Sell
3,977
-1,617
-29% -$134K 0.08% 113
2018
Q1 		$499K Sell
5,594
-10,519
-65% -$1.01M 0.13% 88
2017
Q4 		$1.69M Buy
16,113
+2,174
+16% +$245K 0.48% 41
2017
Q3 		$2.03M Sell
13,939
-2,834
-17% -$386K 0.61% 32
2017
Q2 		$2.22M Buy
16,773
+853
+5% +$105K 0.7% 30
2017
Q1 		$1.98M Buy
15,920
+1,518
+11% +$182K 0.69% 28
2016
Q4 		$1.67M Sell
14,402
-19,297
-57% -$2.15M 0.63% 32
2016
Q3 		$3.52M Sell
33,699
-3,707
-10% -$401K 1.5% 25
2016
Q2 		$3.69M Buy
37,406
+32,089
+604% +$3.32M 1.54% 23
2016
Q1 		$532K Sell
5,317
-74
-1% -$7.62K 0.24% 65
2015
Q4 		$651K Buy
5,391
+3,810
+241% +$441K 0.25% 65
2015
Q3 		$168K Buy
1,581
+315
+25% +$39.1K 0.06% 110
2015
Q2 		$146K Sell
1,266
-64
-5% -$7.32K 0.05% 119
2015
Q1 		$154K Buy
1,330
+255
+24% +$30.5K 0.05% 109
2014
Q4 		$121K Sell
1,075
-165
-13% -$17.4K 0.04% 128
2014
Q3 		$117K Buy
1,240
+200
+19% +$18K 0.05% 124
2014
Q2 		$89K Hold
1,040
– – 0.04% 139
2014
Q1 		$73K Buy
+1,040
New +$82.4K 0.03% 149

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

Edge Wealth Management's CELG Position: Q4 2019 in Review

Edge Wealth Management sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 453 shares — an estimated $44K sold.

Edge Wealth Management first reported a position in CELG in Q1 2014 and held it in 23 quarters. The position peaked at $3.69M in Q2 2016. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Edge Wealth Management reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Edge Wealth Management sold 453 Celgene Corp shares in Q4 2019, an estimated $44K.
  • Edge Wealth Management first reported a position in Celgene Corp in Q1 2014 and held it in 23 quarters.
  • Edge Wealth Management's Celgene Corp position peaked at $3.69M in Q2 2016.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Edge Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.