Institutional & Family Asset Management’s Celgene Corp CELG Stock Holding History

Institutional & Family Asset 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	-39	Closed	-$4K	–	922
2019 Q3	$4K	Hold	39	–	–	﹤0.01%	610
2019 Q2	$4K	Hold	39	–	–	﹤0.01%	645
2019 Q1	$4K	Sell	39 -336	-90%	-$29.4K	﹤0.01%	643
2018 Q4	$24K	Sell	375 -11	-3%	-$812	0.01%	390
2018 Q3	$35K	Hold	386	–	–	0.01%	388
2018 Q2	$31K	Hold	386	–	–	0.01%	391
2018 Q1	$34K	Buy	+386	New	+$37.1K	0.01%	361

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

Institutional & Family Asset Management's CELG Position: Q4 2019 in Review

Institutional & Family Asset Management sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 39 shares — an estimated $4K sold.

Institutional & Family Asset Management first reported a position in CELG in Q1 2018 and held it in 7 quarters. The position peaked at $35K in Q3 2018. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

Institutional & Family Asset Management reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
Institutional & Family Asset Management sold 39 Celgene Corp shares in Q4 2019, an estimated $4K.
Institutional & Family Asset Management first reported a position in Celgene Corp in Q1 2018 and held it in 7 quarters.
Institutional & Family Asset Management's Celgene Corp position peaked at $35K in Q3 2018.
4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Institutional & Family Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.