MSFP
CELG

Mark Sheptoff Financial Planning’s Celgene Corp CELG Stock Holding History

Mark Sheptoff Financial Planning’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
-109
Closed -$11K – 391
2019
Q3 		$11K Sell
109
-50
-31% -$4.75K 0.01% 271
2019
Q2 		$15K Hold
159
– – 0.01% 236
2019
Q1 		$15K Hold
159
– – 0.01% 235
2018
Q4 		$10K Sell
159
-100
-39% -$7.38K 0.01% 246
2018
Q3 		$23K Hold
259
– – 0.02% 226
2018
Q2 		$21K Hold
259
– – 0.02% 223
2018
Q1 		$23K Buy
259
+100
+63% +$9.6K 0.02% 224
2017
Q4 		$17K Buy
159
+1
+0.6% +$113 0.01% 248
2017
Q3 		$23K Hold
158
– – 0.02% 228
2017
Q2 		$21K Sell
158
-1
-0.6% -$123 0.01% 226
2017
Q1 		$20K Buy
159
+1
+0.6% +$120 0.01% 228
2016
Q4 		$18K Hold
158
– – 0.01% 229
2016
Q3 		$17K Hold
158
– – 0.01% 234
2016
Q2 		$16K Sell
158
-19
-11% -$1.97K 0.01% 227
2016
Q1 		$18K Buy
177
+150
+556% +$15.4K 0.01% 217
2015
Q4 		$3K Hold
27
– – ﹤0.01% 325
2015
Q3 		$3K Buy
27
+19
+238% +$2.36K ﹤0.01% 333
2015
Q2 		$1K Buy
+8
New +$915 ﹤0.01% 388

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

Mark Sheptoff Financial Planning's CELG Position: Q4 2019 in Review

Mark Sheptoff Financial Planning sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 109 shares — an estimated $11K sold.

Mark Sheptoff Financial Planning first reported a position in CELG in Q2 2015 and held it in 18 quarters. The position peaked at $23K in Q3 2018. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Mark Sheptoff Financial Planning reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 109 Celgene Corp shares in Q4 2019, an estimated $11K.
  • Mark Sheptoff Financial Planning first reported a position in Celgene Corp in Q2 2015 and held it in 18 quarters.
  • Mark Sheptoff Financial Planning's Celgene Corp position peaked at $23K in Q3 2018.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2019, filed 10 Feb 2020.