Institute for Wealth Management’s Celgene Corp CELG Stock Holding History

Institute for 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
2019 Q4	–	Sell	-4,541	Closed	-$451K	–	709
2019 Q3	$451K	Sell	4,541 -668	-13%	-$63.5K	0.11%	254
2019 Q2	$482K	Sell	5,209 -69	-1%	-$6.55K	0.11%	260
2019 Q1	$498K	Buy	+5,278	New	+$462K	0.11%	246
2018 Q1	–	Sell	-7,266	Closed	-$758K	–	426
2017 Q4	$758K	Buy	+7,266	New	+$820K	0.18%	170
2017 Q3	–	Sell	-9,812	Closed	-$1.27M	–	428
2017 Q2	$1.27M	Buy	+9,812	New	+$1.2M	0.35%	76

Other funds holding CELG

Factorial Partners Mt. Kisco, New York $138M AUM 25.59% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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 $488M AUM 17.59% 1-Year Est. Return

Institute for Wealth Management's CELG Position: Q4 2019 in Review

Institute for Wealth Management sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 4,541 shares — an estimated $451K sold.

Institute for Wealth Management first reported a position in CELG in Q2 2017 and held it in 5 quarters. The position peaked at $1.27M in Q2 2017. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

Institute for Wealth Management reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
Institute for Wealth Management sold 4,541 Celgene Corp shares in Q4 2019, an estimated $451K.
Institute for Wealth Management first reported a position in Celgene Corp in Q2 2017 and held it in 5 quarters.
Institute for Wealth Management's Celgene Corp position peaked at $1.27M in Q2 2017.
4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Institute for Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.