LWA
CELG

Lebenthal Wealth Advisors’s Celgene Corp CELG Stock Holding History

Lebenthal 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
2016
Q2 		$333K Buy
+3,373
New +$349K 0.98% 46

Other funds holding CELG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Lebenthal Wealth Advisors's CELG Position: Q2 2016 in Review

Lebenthal Wealth Advisors opened a new position in Celgene Corp (CELG) in Q2 2016: 3,373 shares worth $333K. The stake represents 0.98% of the portfolio and ranks #46 among its holdings.

1,218 funds tracked by Wall St. Rank hold CELG as of Q2 2016.

  • Lebenthal Wealth Advisors held 3,373 shares of Celgene Corp worth $333K as of Q2 2016.
  • Celgene Corp was a new Lebenthal Wealth Advisors position in Q2 2016.
  • Celgene Corp made up 0.98% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #46 holding.
  • 1,218 funds tracked by Wall St. Rank held Celgene Corp as of Q2 2016.

Based on Lebenthal Wealth Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.