TSWM
CELG

Triangle Securities Wealth Management’s Celgene Corp CELG Stock Holding History

Triangle Securities 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
2019
Q4 		– Sell
-2,808
Closed -$279K – 164
2019
Q3 		$279K Buy
2,808
+550
+24% +$52.3K 0.14% 136
2019
Q2 		$211K Hold
2,258
– – 0.11% 145
2019
Q1 		$213K Buy
+2,258
New +$197K 0.11% 144
2017
Q4 		– Sell
-1,396
Closed -$204K – 140
2017
Q3 		$204K Buy
+1,396
New +$190K 0.12% 136
2016
Q2 		– Sell
-2,931
Closed -$293K – 139
2016
Q1 		$293K Sell
2,931
-60
-2% -$6.18K 0.19% 111
2015
Q4 		$358K Sell
2,991
-50
-2% -$5.79K 0.24% 93
2015
Q3 		$329K Sell
3,041
-75
-2% -$9.31K 0.25% 101
2015
Q2 		$361K Sell
3,116
-20
-0.6% -$2.29K 0.26% 99
2015
Q1 		$362K Sell
3,136
-62
-2% -$7.41K 0.25% 101
2014
Q4 		$358K Buy
+3,198
New +$337K 0.25% 96
2013
Q3 		– Sell
-808
Closed -$47K – 486
2013
Q2 		$47K Buy
+808
New +$48.6K 0.03% 265

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

Triangle Securities Wealth Management's CELG Position: Q4 2019 in Review

Triangle Securities Wealth Management sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 2,808 shares — an estimated $279K sold.

Triangle Securities Wealth Management first reported a position in CELG in Q2 2013 and held it in 11 quarters. The position peaked at $362K in Q1 2015. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Triangle Securities Wealth Management reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 2,808 Celgene Corp shares in Q4 2019, an estimated $279K.
  • Triangle Securities Wealth Management first reported a position in Celgene Corp in Q2 2013 and held it in 11 quarters.
  • Triangle Securities Wealth Management's Celgene Corp position peaked at $362K in Q1 2015.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Triangle Securities Wealth Management's 13F filing for Q4 2019, filed 9 Jan 2020.