JMPWA
CELG

JP Morgan Private Wealth Advisors’s Celgene Corp CELG Stock Holding History

JP Morgan Private 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
-195,273
Closed -$19.4M – 1540
2019
Q3 		$19.4M Sell
195,273
-3,356
-2% -$319K 0.1% 190
2019
Q2 		$18.4M Sell
198,629
-80,409
-29% -$7.64M 0.1% 192
2019
Q1 		$26.3M Sell
279,038
-147,527
-35% -$12.9M 0.14% 162
2018
Q4 		$27.3M Sell
426,565
-26,652
-6% -$1.97M 0.17% 137
2018
Q3 		$40.6M Buy
453,217
+19,684
+5% +$1.74M 0.2% 120
2018
Q2 		$34.4M Sell
433,533
-30,281
-7% -$2.51M 0.19% 129
2018
Q1 		$41.4M Sell
463,814
-94,495
-17% -$9.07M 0.28% 84
2017
Q4 		$58.3M Buy
558,309
+37,900
+7% +$4.28M 0.38% 66
2017
Q3 		$75.9M Buy
520,409
+11,083
+2% +$1.51M 0.55% 45
2017
Q2 		$66.1M Buy
509,326
+8,467
+2% +$1.04M 0.5% 52
2017
Q1 		$62.3M Buy
500,859
+21,479
+4% +$2.57M 0.48% 54
2016
Q4 		$55.5M Sell
479,380
-40,109
-8% -$4.47M 0.48% 58
2016
Q3 		$54.3M Buy
519,489
+22,664
+5% +$2.45M 0.51% 56
2016
Q2 		$49M Buy
496,825
+41,628
+9% +$4.31M 0.48% 60
2016
Q1 		$45.6M Buy
455,197
+24,245
+6% +$2.5M 0.44% 58
2015
Q4 		$51.6M Buy
430,952
+10,001
+2% +$1.16M 0.53% 50
2015
Q3 		$45.5M Sell
420,951
-4,986
-1% -$619K 0.57% 46
2015
Q2 		$49.3M Sell
425,937
-5,355
-1% -$612K 0.57% 50
2015
Q1 		$49.7M Buy
431,292
+1,635
+0.4% +$195K 0.57% 49
2014
Q4 		$48.1M Buy
429,657
+1,603
+0.4% +$169K 0.57% 48
2014
Q3 		$40.6M Buy
428,054
+9,642
+2% +$870K 0.52% 52
2014
Q2 		$35.9M Buy
418,412
+20,004
+5% +$1.52M 0.61% 43
2014
Q1 		$27.8M Buy
398,408
+62,456
+19% +$4.95M 0.51% 53
2013
Q4 		$28.4M Sell
335,952
-1,652
-0.5% -$131K 0.57% 47
2013
Q3 		$26M Sell
337,604
-10,136
-3% -$710K 0.59% 47
2013
Q2 		$20.3M Buy
+347,740
New +$20.9M 0.5% 59

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

JP Morgan Private Wealth Advisors's CELG Position: Q4 2019 in Review

JP Morgan Private Wealth Advisors sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 195,273 shares — an estimated $19.4M sold.

JP Morgan Private Wealth Advisors first reported a position in CELG in Q2 2013 and held it in 26 quarters. The position peaked at $75.9M in Q3 2017. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • JP Morgan Private Wealth Advisors reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 195,273 Celgene Corp shares in Q4 2019, an estimated $19.4M.
  • JP Morgan Private Wealth Advisors first reported a position in Celgene Corp in Q2 2013 and held it in 26 quarters.
  • JP Morgan Private Wealth Advisors's Celgene Corp position peaked at $75.9M in Q3 2017.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.