Hefty Wealth Partners’s Celgene Corp CELG Stock Holding History

Hefty Wealth Partners’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 Q1	$5K	Hold	54	–	–	﹤0.01%	211
2017 Q4	$6K	Hold	54	–	–	﹤0.01%	208
2017 Q3	$8K	Hold	54	–	–	0.01%	188
2017 Q2	$7K	Hold	54	–	–	﹤0.01%	180
2017 Q1	$6K	Hold	54	–	–	﹤0.01%	190
2016 Q4	$6K	Hold	54	–	–	0.01%	187
2016 Q3	$5K	Hold	54	–	–	﹤0.01%	199
2016 Q2	$5K	Hold	54	–	–	﹤0.01%	168
2016 Q1	$5K	Hold	54	–	–	﹤0.01%	176
2015 Q4	$6K	Buy	+54	New	+$6.25K	0.01%	159

Other funds holding CELG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Hefty Wealth Partners's CELG Position: Q1 2018 in Review

Hefty Wealth Partners held its Celgene Corp (CELG) position steady in Q1 2018 at 54 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #211.

Hefty Wealth Partners first reported a position in CELG in Q4 2015 and has held it in 10 quarters since. The position peaked at $8K in Q3 2017. 1,397 funds tracked by Wall St. Rank hold CELG as of Q1 2018.

Hefty Wealth Partners held 54 shares of Celgene Corp worth $5K as of Q1 2018.
Hefty Wealth Partners left its Celgene Corp share count unchanged in Q1 2018.
Celgene Corp made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #211 holding.
Hefty Wealth Partners first reported a position in Celgene Corp in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Celgene Corp position peaked at $8K in Q3 2017.
1,397 funds tracked by Wall St. Rank held Celgene Corp as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.