GWM
CELG

Gupta Wealth Management’s Celgene Corp CELG Stock Holding History

Gupta 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
2016
Q1 		$409K Buy
4,087
+2,014
+97% +$207K 0.1% 158
2015
Q4 		$248K Sell
2,073
-708
-25% -$81.9K 0.06% 218
2015
Q3 		$301K Buy
2,781
+834
+43% +$103K 0.07% 184
2015
Q2 		$225K Buy
1,947
+848
+77% +$96.9K 0.06% 239
2015
Q1 		$127K Buy
+1,099
New +$131K 0.04% 275

Other funds holding CELG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Gupta Wealth Management's CELG Position: Q1 2016 in Review

Gupta Wealth Management increased its Celgene Corp (CELG) stake by 97% in Q1 2016, buying an estimated $207K and bringing the position to 4,087 shares worth $409K. The position accounts for 0.1% of the portfolio, ranked #158.

Gupta Wealth Management first reported a position in CELG in Q1 2015 and has held it in 5 quarters since. 1,224 funds tracked by Wall St. Rank hold CELG as of Q1 2016.

  • Gupta Wealth Management held 4,087 shares of Celgene Corp worth $409K as of Q1 2016.
  • Gupta Wealth Management bought 2,014 Celgene Corp shares in Q1 2016, an estimated $207K.
  • Celgene Corp made up 0.1% of Gupta Wealth Management's portfolio in Q1 2016, its #158 holding.
  • Gupta Wealth Management first reported a position in Celgene Corp in Q1 2015 and has held it in 5 quarters since.
  • 1,224 funds tracked by Wall St. Rank held Celgene Corp as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.