Lowe Wealth Advisors’s Celgene Corp CELG Stock Holding History

Lowe 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	-15	Closed	-$1K	–	340
2019 Q3	$1K	Hold	15	–	–	﹤0.01%	273
2019 Q2	$1K	Hold	15	–	–	﹤0.01%	289
2019 Q1	$1K	Hold	15	–	–	﹤0.01%	265
2018 Q4	$1K	Buy	+15	New	+$1.11K	﹤0.01%	253
2018 Q1	–	Sell	-180	Closed	-$19K	–	284
2017 Q4	$19K	Hold	180	–	–	0.01%	121
2017 Q3	$26K	Hold	180	–	–	0.02%	98
2017 Q2	$23K	Hold	180	–	–	0.01%	89
2017 Q1	$22K	Buy	+180	New	+$21.5K	0.01%	94

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

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

Lowe Wealth Advisors sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 15 shares — an estimated $1K sold.

Lowe Wealth Advisors first reported a position in CELG in Q1 2017 and held it in 8 quarters. The position peaked at $26K in Q3 2017. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

Lowe Wealth Advisors reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
Lowe Wealth Advisors sold 15 Celgene Corp shares in Q4 2019, an estimated $1K.
Lowe Wealth Advisors first reported a position in Celgene Corp in Q1 2017 and held it in 8 quarters.
Lowe Wealth Advisors's Celgene Corp position peaked at $26K in Q3 2017.
4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Lowe Wealth Advisors's 13F filing for Q4 2019, filed 15 Jan 2020.