HFP
CELG

Holistic Financial Partners’s Celgene Corp CELG Stock Holding History

Holistic Financial 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 		– Sell
-643
Closed -$67K – 474
2017
Q4 		$67K Buy
+643
New +$72.6K 0.06% 159

Other funds holding CELG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Holistic Financial Partners's CELG Position: Q1 2018 in Review

Holistic Financial Partners sold out of Celgene Corp (CELG) in Q1 2018, closing a stake of 643 shares — an estimated $67K sold.

Holistic Financial Partners first reported a position in CELG in Q4 2017 and held it in 1 quarter. The position peaked at $67K in Q4 2017. 1,397 funds tracked by Wall St. Rank hold CELG as of Q1 2018.

  • Holistic Financial Partners reported no remaining Celgene Corp position as of Q1 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 643 Celgene Corp shares in Q1 2018, an estimated $67K.
  • Holistic Financial Partners first reported a position in Celgene Corp in Q4 2017 and held it in 1 quarter.
  • Holistic Financial Partners's Celgene Corp position peaked at $67K in Q4 2017.
  • 1,397 funds tracked by Wall St. Rank held Celgene Corp as of Q1 2018.

Based on Holistic Financial Partners's 13F filing for Q1 2018, filed 14 May 2018.