LWA
CELG

Lenox Wealth Advisors’s Celgene Corp CELG Stock Holding History

Lenox 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
-375
Closed -$37K – 856
2019
Q3 		$37K Buy
+375
New +$35.6K 0.01% 185
2018
Q3 		– Sell
-5
Closed – – 557
2018
Q2 		$0 Sell
5
-56
-92% -$4.65K ﹤0.01% 686
2018
Q1 		$5K Sell
61
-193
-76% -$18.5K ﹤0.01% 425
2017
Q4 		$27K Buy
254
+248
+4,133% +$28K 0.01% 130
2017
Q3 		$1K Buy
+6
New +$817 ﹤0.01% 228
2016
Q4 		– Sell
-25
Closed -$3K – 209
2016
Q3 		$3K Buy
+25
New +$2.71K ﹤0.01% 200
2016
Q2 		– Sell
-90
Closed -$9K – 280
2016
Q1 		$9K Sell
90
-60
-40% -$6.18K ﹤0.01% 172
2015
Q4 		$18K Buy
150
+104
+226% +$12K 0.01% 150
2015
Q3 		$5K Hold
46
– – ﹤0.01% 265
2015
Q2 		$5K Hold
46
– – ﹤0.01% 222
2015
Q1 		$5K Hold
46
– – ﹤0.01% 244
2014
Q4 		$5K Hold
46
– – ﹤0.01% 249
2014
Q3 		$4K Hold
46
– – ﹤0.01% 253
2014
Q2 		$4K Sell
46
-154
-77% -$11.7K ﹤0.01% 174
2014
Q1 		$15K Buy
+200
New +$15.8K 0.01% 115
2013
Q4 		– Sell
-200
Closed -$15K – 433
2013
Q3 		$15K Hold
200
– – 0.01% 79
2013
Q2 		$12K Buy
+200
New +$12K 0.01% 107

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

Lenox Wealth Advisors's CELG Position: Q4 2019 in Review

Lenox Wealth Advisors sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 375 shares — an estimated $37K sold.

Lenox Wealth Advisors first reported a position in CELG in Q2 2013 and held it in 17 quarters. The position peaked at $37K in Q3 2019. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Lenox Wealth Advisors reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Lenox Wealth Advisors sold 375 Celgene Corp shares in Q4 2019, an estimated $37K.
  • Lenox Wealth Advisors first reported a position in Celgene Corp in Q2 2013 and held it in 17 quarters.
  • Lenox Wealth Advisors's Celgene Corp position peaked at $37K in Q3 2019.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Lenox Wealth Advisors's 13F filing for Q4 2019, filed 6 Jan 2020.