Polaris Wealth Advisory Group’s Celgene Corp CELG Stock Holding History

Polaris Wealth Advisory 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
2018 Q4	–	Sell	-24	Closed	-$2K	–	523
2018 Q3	$2K	Buy	+24	New	+$2.12K	﹤0.01%	491
2018 Q2	–	Sell	-24	Closed	-$2K	–	465
2018 Q1	$2K	Sell	24 -19,130	-100%	-$1.84M	﹤0.01%	441
2017 Q4	$2M	Buy	19,154 +4,299	+29%	+$485K	0.16%	75
2017 Q3	$2.17M	Buy	14,855 +2,548	+21%	+$347K	0.19%	66
2017 Q2	$1.6M	Buy	12,307 +1,185	+11%	+$145K	0.18%	59
2017 Q1	$1.38M	Buy	11,122 +415	+4%	+$49.7K	0.15%	66
2016 Q4	$1.24M	Buy	+10,707	New	+$1.19M	0.14%	65

Other funds holding CELG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Polaris Wealth Advisory Group's CELG Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Celgene Corp (CELG) in Q4 2018, closing a stake of 24 shares — an estimated $2K sold.

Polaris Wealth Advisory Group first reported a position in CELG in Q4 2016 and held it in 7 quarters. The position peaked at $2.17M in Q3 2017. 1,317 funds tracked by Wall St. Rank hold CELG as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Celgene Corp position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 24 Celgene Corp shares in Q4 2018, an estimated $2K.
Polaris Wealth Advisory Group first reported a position in Celgene Corp in Q4 2016 and held it in 7 quarters.
Polaris Wealth Advisory Group's Celgene Corp position peaked at $2.17M in Q3 2017.
1,317 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.