SWP
CELG

Strategic Wealth Partners’s Celgene Corp CELG Stock Holding History

Strategic 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
-35
Closed -$3.48K – 576
2019
Q3 		$3.48K Hold
35
– – 0.02% 191
2019
Q2 		$3K Sell
35
-65
-65% -$6.17K ﹤0.01% 686
2019
Q1 		$9K Buy
100
+55
+122% +$4.81K ﹤0.01% 581
2018
Q4 		$4K Buy
+45
New +$3.32K ﹤0.01% 606
2018
Q2 		– Sell
-173
Closed -$15K – 866
2018
Q1 		$15K Buy
173
+90
+108% +$8.64K 0.01% 437
2017
Q4 		$9K Buy
+83
New +$9.37K 0.01% 556

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

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

Strategic Wealth Partners sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 35 shares — an estimated $3.48K sold.

Strategic Wealth Partners first reported a position in CELG in Q4 2017 and held it in 6 quarters. The position peaked at $15K in Q1 2018. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Strategic Wealth Partners reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 35 Celgene Corp shares in Q4 2019, an estimated $3.48K.
  • Strategic Wealth Partners first reported a position in Celgene Corp in Q4 2017 and held it in 6 quarters.
  • Strategic Wealth Partners's Celgene Corp position peaked at $15K in Q1 2018.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.