EWM
CELG

Evermay Wealth Management’s Celgene Corp CELG Stock Holding History

Evermay 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
-3,090
Closed -$307K – 170
2019
Q3 		$307K Sell
3,090
-565
-15% -$53.7K 0.08% 115
2019
Q2 		$338K Sell
3,655
-440
-11% -$41.8K 0.09% 104
2019
Q1 		$386K Sell
4,095
-724
-15% -$63.3K 0.11% 91
2018
Q4 		$309K Buy
4,819
+556
+13% +$41K 0.1% 95
2018
Q3 		$381K Buy
4,263
+60
+1% +$5.3K 0.12% 93
2018
Q2 		$334K Sell
4,203
-85
-2% -$7.06K 0.11% 97
2018
Q1 		$383K Sell
4,288
-135
-3% -$13K 0.13% 85
2017
Q4 		$462K Buy
4,423
+2,535
+134% +$286K 0.17% 67
2017
Q3 		$275K Buy
1,888
+95
+5% +$12.9K 0.12% 74
2017
Q2 		$233K Hold
1,793
– – 0.1% 85
2017
Q1 		$223K Sell
1,793
-500
-22% -$59.8K 0.1% 90
2016
Q4 		$265K Hold
2,293
– – 0.13% 60
2016
Q3 		$240K Sell
2,293
-100
-4% -$10.8K 0.12% 66
2016
Q2 		$236K Buy
2,393
+41
+2% +$4.24K 0.12% 66
2016
Q1 		$235K Buy
2,352
+300
+15% +$30.9K 0.13% 66
2015
Q4 		$246K Sell
2,052
-479
-19% -$55.4K 0.14% 63
2015
Q3 		$274K Buy
2,531
+73
+3% +$9.06K 0.16% 62
2015
Q2 		$284K Hold
2,458
– – 0.17% 64
2015
Q1 		$283K Hold
2,458
– – 0.17% 67
2014
Q4 		$275K Sell
2,458
-100
-4% -$10.5K 0.18% 69
2014
Q3 		$242K Hold
2,558
– – 0.21% 68
2014
Q2 		$220K Buy
+2,558
New +$195K 0.19% 75

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

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

Evermay Wealth Management sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 3,090 shares — an estimated $307K sold.

Evermay Wealth Management first reported a position in CELG in Q2 2014 and held it in 22 quarters. The position peaked at $462K in Q4 2017. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Evermay Wealth Management reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Evermay Wealth Management sold 3,090 Celgene Corp shares in Q4 2019, an estimated $307K.
  • Evermay Wealth Management first reported a position in Celgene Corp in Q2 2014 and held it in 22 quarters.
  • Evermay Wealth Management's Celgene Corp position peaked at $462K in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Evermay Wealth Management's 13F filing for Q4 2019, filed 11 Feb 2020.