Lenox Wealth Management’s Celgene Corp CELG Stock Holding History

Lenox Wealth Management’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	-49	Closed	-$4K	–	761
2019 Q3	$4K	Buy	+49	New	+$4.66K	﹤0.01%	574
2019 Q1	–	Sell	-55	Closed	-$4K	–	725
2018 Q4	$4K	Hold	55	–	–	﹤0.01%	506
2018 Q3	$5K	Sell	55 -96	-64%	-$8.48K	﹤0.01%	515
2018 Q2	$12K	Sell	151 -39	-21%	-$3.24K	﹤0.01%	354
2018 Q1	$16K	Sell	190 -97	-34%	-$9.31K	0.01%	324
2017 Q4	$30K	Sell	287 -87	-23%	-$9.82K	0.01%	273
2017 Q3	$54K	Buy	374 +42	+13%	+$5.72K	0.02%	210
2017 Q2	$43K	Buy	+332	New	+$40.7K	0.02%	219

Other funds holding CELG

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 Management's CELG Position: Q4 2019 in Review

Lenox Wealth Management sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 49 shares — an estimated $4K sold.

Lenox Wealth Management first reported a position in CELG in Q2 2017 and held it in 8 quarters. The position peaked at $54K in Q3 2017. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

Lenox Wealth Management reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
Lenox Wealth Management sold 49 Celgene Corp shares in Q4 2019, an estimated $4K.
Lenox Wealth Management first reported a position in Celgene Corp in Q2 2017 and held it in 8 quarters.
Lenox Wealth Management's Celgene Corp position peaked at $54K in Q3 2017.
4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Lenox Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.