IWA
CELG

IBEX Wealth Advisors’s Celgene Corp CELG Stock Holding History

IBEX Wealth Advisors’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
-36,004
Closed -$3.58M – 114
2019
Q3 		$3.58M Buy
36,004
+323
+0.9% +$30.7K 1.19% 30
2019
Q2 		$3.3M Buy
35,681
+4,792
+16% +$455K 0.95% 35
2019
Q1 		$2.91M Buy
+30,889
New +$2.7M 1.02% 33
2018
Q1 		– Sell
-25,334
Closed -$2.64M – 123
2017
Q4 		$2.64M Sell
25,334
-4,269
-14% -$482K 1.17% 37
2017
Q3 		$4.12M Sell
29,603
-529
-2% -$72.1K 1.53% 17
2017
Q2 		$3.98M Buy
30,132
+2,388
+9% +$293K 1.56% 16
2017
Q1 		$3.44M Buy
27,744
+1,426
+5% +$171K 2.12% 14
2016
Q4 		$2.96M Buy
26,318
+5,925
+29% +$660K 1.42% 24
2016
Q3 		$2.13M Buy
+20,393
New +$2.21M 1.17% 30

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

IBEX Wealth Advisors's CELG Position: Q4 2019 in Review

IBEX Wealth Advisors sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 36,004 shares — an estimated $3.58M sold.

IBEX Wealth Advisors first reported a position in CELG in Q3 2016 and held it in 9 quarters. The position peaked at $4.12M in Q3 2017. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • IBEX Wealth Advisors reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 36,004 Celgene Corp shares in Q4 2019, an estimated $3.58M.
  • IBEX Wealth Advisors first reported a position in Celgene Corp in Q3 2016 and held it in 9 quarters.
  • IBEX Wealth Advisors's Celgene Corp position peaked at $4.12M in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on IBEX Wealth Advisors's 13F filing for Q4 2019, filed 24 Jan 2020.