SWM
CELG

SVA Wealth Management’s Celgene Corp CELG Stock Holding History

SVA Wealth Management’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
Q2 		– Sell
-1,925
Closed -$281K – 237
2018
Q1 		$281K Buy
+1,925
New +$185K 0.03% 185
2017
Q4 		– Sell
-1,925
Closed -$281K – 211
2017
Q3 		$281K Buy
1,925
+100
+5% +$13.6K 0.03% 185
2017
Q2 		$237K Buy
+1,825
New +$224K 0.03% 187

Other funds holding CELG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SVA Wealth Management's CELG Position: Q2 2018 in Review

SVA Wealth Management sold out of Celgene Corp (CELG) in Q2 2018, closing a stake of 1,925 shares — an estimated $281K sold.

SVA Wealth Management first reported a position in CELG in Q2 2017 and held it in 3 quarters. The position peaked at $281K in Q1 2018. 1,360 funds tracked by Wall St. Rank hold CELG as of Q2 2018.

  • SVA Wealth Management reported no remaining Celgene Corp position as of Q2 2018 after selling out during the quarter.
  • SVA Wealth Management sold 1,925 Celgene Corp shares in Q2 2018, an estimated $281K.
  • SVA Wealth Management first reported a position in Celgene Corp in Q2 2017 and held it in 3 quarters.
  • SVA Wealth Management's Celgene Corp position peaked at $281K in Q1 2018.
  • 1,360 funds tracked by Wall St. Rank held Celgene Corp as of Q2 2018.

Based on SVA Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.