LWAC
CELG

Laurel Wealth Advisors (California)’s Celgene Corp CELG Stock Holding History

Laurel Wealth Advisors (California)’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
-3,880
Closed -$385K – 504
2019
Q3 		$385K Buy
+3,880
New +$369K 0.07% 300
2019
Q2 		– Sell
-2,975
Closed -$281K – 442
2019
Q1 		$281K Buy
+2,975
New +$260K 0.07% 296
2018
Q2 		– Sell
-2,934
Closed -$261K – 400
2018
Q1 		$261K Buy
2,934
+435
+17% +$41.8K 0.08% 269
2017
Q4 		$260K Buy
2,499
+315
+14% +$35.5K 0.07% 280
2017
Q3 		$318K Buy
2,184
+28
+1% +$3.81K 0.11% 204
2017
Q2 		$279K Sell
2,156
-919
-30% -$113K 0.1% 222
2017
Q1 		$382K Sell
3,075
-512
-14% -$61.3K 0.15% 172
2016
Q4 		$415K Buy
3,587
+482
+16% +$53.7K 0.18% 139
2016
Q3 		$325K Sell
3,105
-486
-14% -$52.6K 0.15% 163
2016
Q2 		$354K Buy
3,591
+172
+5% +$17.8K 0.17% 152
2016
Q1 		$342K Buy
3,419
+541
+19% +$55.7K 0.17% 152
2015
Q4 		$345K Buy
+2,878
New +$333K 0.18% 155

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 $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

Laurel Wealth Advisors (California)'s CELG Position: Q4 2019 in Review

Laurel Wealth Advisors (California) sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 3,880 shares — an estimated $385K sold.

Laurel Wealth Advisors (California) first reported a position in CELG in Q4 2015 and held it in 12 quarters. The position peaked at $415K in Q4 2016. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Laurel Wealth Advisors (California) reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 3,880 Celgene Corp shares in Q4 2019, an estimated $385K.
  • Laurel Wealth Advisors (California) first reported a position in Celgene Corp in Q4 2015 and held it in 12 quarters.
  • Laurel Wealth Advisors (California)'s Celgene Corp position peaked at $415K in Q4 2016.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2019, filed 13 Feb 2020.