Lake Street Advisors Group’s Celgene Corp CELG Stock Holding History

Lake Street Advisors Group’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	-3,243	Closed	-$295K	–	260
2019 Q3	$295K	Sell	3,243 -36	-1%	-$3.42K	0.03%	153
2019 Q2	$303K	Buy	3,279 +116	+4%	+$11K	0.03%	154
2019 Q1	$298K	Buy	+3,163	New	+$277K	0.03%	153
2018 Q4	–	Sell	-2,926	Closed	-$262K	–	231
2018 Q3	$262K	Sell	2,926 -1,001	-25%	-$88.5K	0.03%	157
2018 Q2	$312K	Sell	3,927 -261	-6%	-$21.7K	0.03%	214
2018 Q1	$374K	Sell	4,188 -881	-17%	-$84.6K	0.04%	165
2017 Q4	$529K	Buy	+5,069	New	+$572K	0.06%	133

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

Lake Street Advisors Group's CELG Position: Q4 2019 in Review

Lake Street Advisors Group sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 3,243 shares — an estimated $295K sold.

Lake Street Advisors Group first reported a position in CELG in Q4 2017 and held it in 7 quarters. The position peaked at $529K in Q4 2017. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

Lake Street Advisors Group reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
Lake Street Advisors Group sold 3,243 Celgene Corp shares in Q4 2019, an estimated $295K.
Lake Street Advisors Group first reported a position in Celgene Corp in Q4 2017 and held it in 7 quarters.
Lake Street Advisors Group's Celgene Corp position peaked at $529K in Q4 2017.
4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Lake Street Advisors Group's 13F filing for Q4 2019, filed 12 Feb 2020.