KWA
CELG

KCS Wealth Advisory’s Celgene Corp CELG Stock Holding History

KCS Wealth Advisory’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
-8,577
Closed -$852K – 456
2019
Q3 		$852K Buy
8,577
+209
+2% +$19.9K 0.59% 71
2019
Q2 		$774K Buy
8,368
+506
+6% +$48K 0.61% 73
2019
Q1 		$742K Buy
7,862
+1,464
+23% +$128K 0.65% 73
2018
Q4 		$410K Sell
6,398
-2,565
-29% -$189K 0.43% 98
2018
Q3 		$802K Buy
8,963
+2,057
+30% +$182K 0.74% 48
2018
Q2 		$548K Buy
6,906
+555
+9% +$46.1K 0.51% 86
2018
Q1 		$567K Buy
6,351
+965
+18% +$92.6K 0.52% 81
2017
Q4 		$562K Buy
+5,386
New +$608K 0.54% 74

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

KCS Wealth Advisory's CELG Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 8,577 shares — an estimated $852K sold.

KCS Wealth Advisory first reported a position in CELG in Q4 2017 and held it in 8 quarters. The position peaked at $852K in Q3 2019. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • KCS Wealth Advisory reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • KCS Wealth Advisory sold 8,577 Celgene Corp shares in Q4 2019, an estimated $852K.
  • KCS Wealth Advisory first reported a position in Celgene Corp in Q4 2017 and held it in 8 quarters.
  • KCS Wealth Advisory's Celgene Corp position peaked at $852K in Q3 2019.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.