MYIA
CELG

Mount Yale Investment Advisors’s Celgene Corp CELG Stock Holding History

Mount Yale Investment 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
-107,635
Closed -$11.8M – 345
2019
Q3 		$11.8M Sell
107,635
-2,172
-2% -$206K 2.12% 2
2019
Q2 		$10.3M Sell
109,807
-442
-0.4% -$42K 1.91% 4
2019
Q1 		$10.4M Sell
110,249
-10,851
-9% -$949K 1.95% 3
2018
Q4 		$10.9M Sell
121,100
-752
-0.6% -$55.5K 2.21% 2
2018
Q3 		$9.2M Sell
121,852
-12,910
-10% -$1.14M 1.61% 4
2018
Q2 		$10.7M Buy
134,762
+114,674
+571% +$9.52M 2.03% 2
2018
Q1 		$1.79M Buy
+20,088
New +$1.93M 0.38% 69

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 $8.4B AUM 51.89% 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 $488M AUM 17.59% 1-Year Est. Return

Mount Yale Investment Advisors's CELG Position: Q4 2019 in Review

Mount Yale Investment Advisors sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 107,635 shares — an estimated $11.8M sold.

Mount Yale Investment Advisors first reported a position in CELG in Q1 2018 and held it in 7 quarters. The position peaked at $11.8M in Q3 2019. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Mount Yale Investment Advisors reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 107,635 Celgene Corp shares in Q4 2019, an estimated $11.8M.
  • Mount Yale Investment Advisors first reported a position in Celgene Corp in Q1 2018 and held it in 7 quarters.
  • Mount Yale Investment Advisors's Celgene Corp position peaked at $11.8M in Q3 2019.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2019, filed 13 Feb 2020.