LFG
CELG

LifePlan Financial Group’s Celgene Corp CELG Stock Holding History

LifePlan Financial 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
-48
Closed -$5K – 589
2019
Q3 		$5K Hold
48
– – ﹤0.01% 467
2019
Q2 		$4K Hold
48
– – ﹤0.01% 483
2019
Q1 		$5K Hold
48
– – ﹤0.01% 465
2018
Q4 		$3K Hold
48
– – ﹤0.01% 491
2018
Q3 		$4K Hold
48
– – ﹤0.01% 469
2018
Q2 		$4K Sell
48
-10
-17% -$830 ﹤0.01% 451
2018
Q1 		$5K Buy
+58
New +$5.57K ﹤0.01% 423

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

LifePlan Financial Group's CELG Position: Q4 2019 in Review

LifePlan Financial Group sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 48 shares — an estimated $5K sold.

LifePlan Financial Group first reported a position in CELG in Q1 2018 and held it in 7 quarters. The position peaked at $5K in Q3 2019. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • LifePlan Financial Group reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • LifePlan Financial Group sold 48 Celgene Corp shares in Q4 2019, an estimated $5K.
  • LifePlan Financial Group first reported a position in Celgene Corp in Q1 2018 and held it in 7 quarters.
  • LifePlan Financial Group's Celgene Corp position peaked at $5K in Q3 2019.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on LifePlan Financial Group's 13F filing for Q4 2019, filed 9 Jan 2020.