JWA
CELG

JFS Wealth Advisors’s Celgene Corp CELG Stock Holding History

JFS 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
-226
Closed -$22K – 565
2019
Q3 		$22K Hold
226
– – 0.01% 294
2019
Q2 		$21K Hold
226
– – 0.01% 303
2019
Q1 		$21K Buy
226
+130
+135% +$11.4K 0.01% 296
2018
Q4 		$6K Hold
96
– – ﹤0.01% 386
2018
Q3 		$9K Hold
96
– – ﹤0.01% 424
2018
Q2 		$8K Sell
96
-19
-17% -$1.58K ﹤0.01% 388
2018
Q1 		$10K Buy
115
+95
+475% +$9.12K ﹤0.01% 371
2017
Q4 		$2K Buy
20
+19
+1,900% +$2.14K ﹤0.01% 497
2017
Q3 		$0 Hold
1
– – ﹤0.01% 470
2017
Q2 		$0 Buy
+1
New +$123 ﹤0.01% 480
2016
Q2 		– Sell
-24
Closed -$2K – 670
2016
Q1 		$2K Buy
+24
New +$2.47K ﹤0.01% 545
2015
Q3 		– Sell
-44
Closed -$5K – 618
2015
Q2 		$5K Sell
44
-8
-15% -$915 ﹤0.01% 415
2015
Q1 		$6K Sell
52
-68
-57% -$8.13K ﹤0.01% 410
2014
Q4 		$13K Buy
120
+67
+126% +$7.07K ﹤0.01% 350
2014
Q3 		$5K Sell
53
-7
-12% -$632 ﹤0.01% 388
2014
Q2 		$5K Buy
+60
New +$4.56K ﹤0.01% 385

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

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

JFS Wealth Advisors sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 226 shares — an estimated $22K sold.

JFS Wealth Advisors first reported a position in CELG in Q2 2014 and held it in 16 quarters. The position peaked at $22K in Q3 2019. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • JFS Wealth Advisors reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • JFS Wealth Advisors sold 226 Celgene Corp shares in Q4 2019, an estimated $22K.
  • JFS Wealth Advisors first reported a position in Celgene Corp in Q2 2014 and held it in 16 quarters.
  • JFS Wealth Advisors's Celgene Corp position peaked at $22K in Q3 2019.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on JFS Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.