SFS
CELG

Sowell Financial Services’s Celgene Corp CELG Stock Holding History

Sowell Financial Services’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
-2,014
Closed -$200K – 2766
2019
Q3 		$200K Buy
+2,014
New +$191K 0.02% 646
2019
Q1 		$257K Buy
+2,720
New +$238K 0.03% 484
2018
Q4 		– Sell
-3,663
Closed -$328K – 564
2018
Q3 		$328K Sell
3,663
-6,830
-65% -$604K 0.05% 261
2018
Q2 		$965K Buy
10,493
+7,930
+309% +$658K 0.2% 112
2018
Q1 		$223K Sell
2,563
-2,199
-46% -$211K 0.06% 244
2017
Q4 		$484K Buy
4,762
+2,175
+84% +$245K 0.12% 162
2017
Q3 		$260K Sell
2,587
-3,274
-56% -$446K 0.07% 212
2017
Q2 		$793K Buy
5,861
+3,407
+139% +$417K 0.23% 97
2017
Q1 		$289K Buy
2,454
+13
+0.5% +$1.56K 0.09% 196
2016
Q4 		$294K Buy
+2,441
New +$272K 0.1% 153

Other funds holding CELG

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

Sowell Financial Services's CELG Position: Q4 2019 in Review

Sowell Financial Services sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 2,014 shares — an estimated $200K sold.

Sowell Financial Services first reported a position in CELG in Q4 2016 and held it in 10 quarters. The position peaked at $965K in Q2 2018. 3 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Sowell Financial Services reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Sowell Financial Services sold 2,014 Celgene Corp shares in Q4 2019, an estimated $200K.
  • Sowell Financial Services first reported a position in Celgene Corp in Q4 2016 and held it in 10 quarters.
  • Sowell Financial Services's Celgene Corp position peaked at $965K in Q2 2018.
  • 3 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Sowell Financial Services's 13F filing for Q4 2019, filed 7 Feb 2020.