OIA
CELG

Optimum Investment Advisors’s Celgene Corp CELG Stock Holding History

Optimum 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
-3,400
Closed -$338K – 1050
2019
Q3 		$338K Buy
3,400
+2,900
+580% +$276K 0.11% 194
2019
Q2 		$46K Sell
500
-475
-49% -$45.1K 0.01% 524
2019
Q1 		$92K Sell
975
-100
-9% -$8.75K 0.03% 395
2018
Q4 		$69K Sell
1,075
-400
-27% -$29.5K 0.02% 411
2018
Q3 		$132K Buy
1,475
+140
+10% +$12.4K 0.04% 363
2018
Q2 		$106K Sell
1,335
-660
-33% -$54.8K 0.03% 395
2018
Q1 		$178K Buy
+1,995
New +$192K 0.05% 307
2015
Q1 		$62K Hold
540
– – 0.02% 467
2014
Q4 		$60K Hold
540
– – 0.02% 461
2014
Q3 		$54K Hold
540
– – 0.02% 466
2014
Q2 		$46K Buy
540
+200
+59% +$15.2K 0.01% 506
2014
Q1 		$24K Hold
340
– – 0.01% 491
2013
Q4 		$29K Hold
340
– – 0.01% 461
2013
Q3 		$26K Buy
+340
New +$23.8K 0.01% 457

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

Optimum Investment Advisors's CELG Position: Q4 2019 in Review

Optimum Investment Advisors sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 3,400 shares — an estimated $338K sold.

Optimum Investment Advisors first reported a position in CELG in Q3 2013 and held it in 14 quarters. The position peaked at $338K in Q3 2019. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Optimum Investment Advisors reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 3,400 Celgene Corp shares in Q4 2019, an estimated $338K.
  • Optimum Investment Advisors first reported a position in Celgene Corp in Q3 2013 and held it in 14 quarters.
  • Optimum Investment Advisors's Celgene Corp position peaked at $338K in Q3 2019.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.