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 Q2	–	Sell	-89,000	Closed	-$2K	–	350
2019 Q1	$2K	Hold	89,000	–	–	﹤0.01%	308
2018 Q4	$24K	Buy	+89,000	New	+$6.57M	﹤0.01%	305
2018 Q3	–	Sell	-90,000	Closed	-$78K	–	1048
2018 Q2	$78K	Buy	+90,000	New	+$7.47M	0.01%	542

Other funds holding CELG

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.