JNBA Financial Advisors’s Celgene Corp CELG Stock Holding History

JNBA Financial 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	-391	Closed	-$39K	–	647
2019 Q3	$39K	Buy	391 +1	+0.3%	+$95	0.01%	262
2019 Q2	$36K	Hold	390	–	–	0.01%	274
2019 Q1	$37K	Buy	390 +60	+18%	+$5.25K	0.01%	266
2018 Q4	$21K	Sell	330 -190	-37%	-$14K	﹤0.01%	292
2018 Q3	$47K	Sell	520 -10	-2%	-$884	0.02%	229
2018 Q2	$42K	Hold	530	–	–	0.01%	243
2018 Q1	$47K	Hold	530	–	–	0.01%	229
2017 Q4	$55K	Hold	530	–	–	0.01%	213
2017 Q3	$77K	Hold	530	–	–	0.02%	180
2017 Q2	$69K	Hold	530	–	–	0.02%	183
2017 Q1	$66K	Buy	530 +19	+4%	+$2.27K	0.02%	184
2016 Q4	$59K	Sell	511 -3,878	-88%	-$432K	0.01%	196
2016 Q3	$459K	Buy	4,389 +3,878	+759%	+$420K	0.07%	104
2016 Q2	$50K	Hold	511	–	–	0.01%	206
2016 Q1	$51K	Hold	511	–	–	0.02%	196
2015 Q4	$61K	Hold	511	–	–	0.02%	176
2015 Q3	$55K	Hold	511	–	–	0.02%	179
2015 Q2	$59K	Hold	511	–	–	0.02%	169
2015 Q1	$59K	Hold	511	–	–	0.02%	171
2014 Q4	$57K	Hold	511	–	–	0.02%	175
2014 Q3	$48K	Buy	511 +271	+113%	+$24.5K	0.02%	195
2014 Q2	$21K	Hold	240	–	–	0.01%	267
2014 Q1	$17K	Buy	+240	New	+$19K	0.01%	273

Other funds holding CELG

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

JNBA Financial Advisors's CELG Position: Q4 2019 in Review

JNBA Financial Advisors sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 391 shares — an estimated $39K sold.

JNBA Financial Advisors first reported a position in CELG in Q1 2014 and held it in 23 quarters. The position peaked at $459K in Q3 2016. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

JNBA Financial Advisors reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
JNBA Financial Advisors sold 391 Celgene Corp shares in Q4 2019, an estimated $39K.
JNBA Financial Advisors first reported a position in Celgene Corp in Q1 2014 and held it in 23 quarters.
JNBA Financial Advisors's Celgene Corp position peaked at $459K in Q3 2016.
4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on JNBA Financial Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.