NFG
CELG

Next Financial Group’s Celgene Corp CELG Stock Holding History

Next Financial Group’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
-892
Closed -$89K – 2615
2019
Q3 		$89K Sell
892
-1,793
-67% -$170K 0.01% 943
2019
Q2 		$248K Buy
2,685
+2,119
+374% +$201K 0.03% 581
2019
Q1 		$53K Sell
566
-250
-31% -$21.9K 0.01% 716
2018
Q4 		$52K Buy
816
+165
+25% +$12.2K 0.01% 795
2018
Q3 		$58K Buy
+651
New +$57.5K 0.03% 514
2017
Q4 		– Sell
-3,280
Closed -$448K – 1769
2017
Q3 		$448K Sell
3,280
-2,211
-40% -$301K 0.12% 182
2017
Q2 		$713K Sell
5,491
-250
-4% -$30.6K 0.17% 135
2017
Q1 		$712K Sell
5,741
-307
-5% -$36.7K 0.2% 115
2016
Q4 		$700K Buy
6,048
+128
+2% +$14.3K 0.12% 186
2016
Q3 		$619K Buy
5,920
+1,392
+31% +$151K 0.11% 200
2016
Q2 		$446K Buy
4,528
+1,675
+59% +$173K 0.14% 153
2016
Q1 		$285K Buy
2,853
+1,059
+59% +$109K 0.1% 204
2015
Q4 		$214K Buy
1,794
+10
+0.6% +$1.16K 0.08% 259
2015
Q3 		$192K Sell
1,784
-2,188
-55% -$272K 0.07% 289
2015
Q2 		$459K Sell
3,972
-320
-7% -$36.6K 0.16% 144
2015
Q1 		$494K Buy
4,292
+1,550
+57% +$185K 0.16% 145
2014
Q4 		$307K Sell
2,742
-121
-4% -$12.8K 0.1% 225
2014
Q3 		$271K Buy
2,863
+920
+47% +$83K 0.05% 371
2014
Q2 		$168K Buy
+1,943
New +$148K 0.09% 175

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

Next Financial Group's CELG Position: Q4 2019 in Review

Next Financial Group sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 892 shares — an estimated $89K sold.

Next Financial Group first reported a position in CELG in Q2 2014 and held it in 19 quarters. The position peaked at $713K in Q2 2017. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Next Financial Group reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Next Financial Group sold 892 Celgene Corp shares in Q4 2019, an estimated $89K.
  • Next Financial Group first reported a position in Celgene Corp in Q2 2014 and held it in 19 quarters.
  • Next Financial Group's Celgene Corp position peaked at $713K in Q2 2017.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.