MWM
CELG

MinichMacGregor Wealth Management’s Celgene Corp CELG Stock Holding History

MinichMacGregor 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
2017
Q4 		– Sell
-75
Closed -$10K – 556
2017
Q3 		$10K Buy
75
+2
+3% +$272 0.01% 292
2017
Q2 		$9K Hold
73
– – 0.01% 296
2017
Q1 		$9K Hold
73
– – 0.01% 295
2016
Q4 		$8K Sell
73
-15
-17% -$1.67K 0.01% 299
2016
Q3 		$9K Sell
88
-6
-6% -$649 0.01% 289
2016
Q2 		$9K Buy
94
+15
+19% +$1.55K 0.01% 278
2016
Q1 		$7K Sell
79
-6
-7% -$618 0.01% 295
2015
Q4 		$9K Buy
+85
New +$9.83K 0.01% 250

Other funds holding CELG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MinichMacGregor Wealth Management's CELG Position: Q4 2017 in Review

MinichMacGregor Wealth Management sold out of Celgene Corp (CELG) in Q4 2017, closing a stake of 75 shares — an estimated $10K sold.

MinichMacGregor Wealth Management first reported a position in CELG in Q4 2015 and held it in 8 quarters. The position peaked at $10K in Q3 2017. 1,470 funds tracked by Wall St. Rank hold CELG as of Q4 2017.

  • MinichMacGregor Wealth Management reported no remaining Celgene Corp position as of Q4 2017 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 75 Celgene Corp shares in Q4 2017, an estimated $10K.
  • MinichMacGregor Wealth Management first reported a position in Celgene Corp in Q4 2015 and held it in 8 quarters.
  • MinichMacGregor Wealth Management's Celgene Corp position peaked at $10K in Q3 2017.
  • 1,470 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2017.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2017, filed 3 Jul 2018.