MCWS
CELG

McKinley Carter Wealth Services’s Celgene Corp CELG Stock Holding History

McKinley Carter Wealth Services’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
2018
Q2 		– Sell
-1,426
Closed -$127K – 438
2018
Q1 		$127K Sell
1,426
-1,718
-55% -$165K 0.04% 198
2017
Q4 		$328K Sell
3,144
-460
-13% -$51.9K 0.11% 119
2017
Q3 		$526K Hold
3,604
– – 0.2% 85
2017
Q2 		$468K Buy
3,604
+570
+19% +$69.8K 0.21% 76
2017
Q1 		$378K Buy
3,034
+280
+10% +$33.5K 0.18% 85
2016
Q4 		$319K Buy
2,754
+670
+32% +$74.6K 0.16% 89
2016
Q3 		$218K Hold
2,084
– – 0.11% 114
2016
Q2 		$206K Buy
2,084
+57
+3% +$5.9K 0.11% 120
2016
Q1 		$203K Buy
+2,027
New +$209K 0.11% 123

Other funds holding CELG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

McKinley Carter Wealth Services's CELG Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Celgene Corp (CELG) in Q2 2018, closing a stake of 1,426 shares — an estimated $127K sold.

McKinley Carter Wealth Services first reported a position in CELG in Q1 2016 and held it in 9 quarters. The position peaked at $526K in Q3 2017. 1,360 funds tracked by Wall St. Rank hold CELG as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining Celgene Corp position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,426 Celgene Corp shares in Q2 2018, an estimated $127K.
  • McKinley Carter Wealth Services first reported a position in Celgene Corp in Q1 2016 and held it in 9 quarters.
  • McKinley Carter Wealth Services's Celgene Corp position peaked at $526K in Q3 2017.
  • 1,360 funds tracked by Wall St. Rank held Celgene Corp as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.