IAA
CELG

Independent Advisor Alliance’s Celgene Corp CELG Stock Holding History

Independent Advisor Alliance’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
-3,441
Closed -$342K – 917
2019
Q3 		$342K Sell
3,441
-24
-0.7% -$2.28K 0.04% 310
2019
Q2 		$320K Sell
3,465
-90
-3% -$8.55K 0.05% 285
2019
Q1 		$335K Sell
3,555
-4,273
-55% -$374K 0.05% 292
2018
Q4 		$502K Sell
7,828
-4,132
-35% -$305K 0.09% 195
2018
Q3 		$904K Buy
11,960
+2,850
+31% +$252K 0.16% 136
2018
Q2 		$572K Buy
9,110
+944
+12% +$78.4K 0.12% 172
2018
Q1 		$712K Sell
8,166
-823
-9% -$79K 0.16% 153
2017
Q4 		$936K Buy
8,989
+1,727
+24% +$195K 0.21% 122
2017
Q3 		$1.03M Buy
7,262
+2,927
+68% +$399K 0.28% 92
2017
Q2 		$572K Sell
4,335
-1,668
-28% -$204K 0.18% 131
2017
Q1 		$745K Buy
6,003
+1,899
+46% +$227K 0.12% 196
2016
Q4 		$462K Buy
+4,104
New +$457K 0.2% 114

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

Independent Advisor Alliance's CELG Position: Q4 2019 in Review

Independent Advisor Alliance sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 3,441 shares — an estimated $342K sold.

Independent Advisor Alliance first reported a position in CELG in Q4 2016 and held it in 12 quarters. The position peaked at $1.03M in Q3 2017. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Independent Advisor Alliance reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,441 Celgene Corp shares in Q4 2019, an estimated $342K.
  • Independent Advisor Alliance first reported a position in Celgene Corp in Q4 2016 and held it in 12 quarters.
  • Independent Advisor Alliance's Celgene Corp position peaked at $1.03M in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Independent Advisor Alliance's 13F filing for Q4 2019, filed 7 Feb 2020.