Principle Wealth Partners’s Celgene Corp CELG Stock Holding History

Principle Wealth Partners’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	-7,013	Closed	-$696K	–	174
2019 Q3	$696K	Buy	7,013 +1,150	+20%	+$109K	0.24%	73
2019 Q2	$542K	Buy	5,863 +1,043	+22%	+$99K	0.28%	68
2019 Q1	$455K	Sell	4,820 -780	-14%	-$68.2K	0.26%	68
2018 Q4	$359K	Buy	+5,600	New	+$413K	0.3%	76

Other funds holding CELG

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

Principle Wealth Partners's CELG Position: Q4 2019 in Review

Principle Wealth Partners sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 7,013 shares — an estimated $696K sold.

Principle Wealth Partners first reported a position in CELG in Q4 2018 and held it in 4 quarters. The position peaked at $696K in Q3 2019. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

Principle Wealth Partners reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
Principle Wealth Partners sold 7,013 Celgene Corp shares in Q4 2019, an estimated $696K.
Principle Wealth Partners first reported a position in Celgene Corp in Q4 2018 and held it in 4 quarters.
Principle Wealth Partners's Celgene Corp position peaked at $696K in Q3 2019.
4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Principle Wealth Partners's 13F filing for Q4 2019, filed 4 Feb 2020.