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CELG

WealthPLAN Partners’s Celgene Corp CELG Stock Holding History

WealthPLAN 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
2017
Q4 		– Sell
-1,381
Closed -$201K – 240
2017
Q3 		$201K Buy
+1,381
New +$188K 0.06% 187
2017
Q2 		– Sell
-50
Closed -$6.21K – 499
2017
Q1 		$6.21K Buy
+50
New +$5.98K 0.02% 317
2016
Q3 		$115K Sell
1,100
-450
-29% -$48.7K 0.04% 216
2016
Q2 		$148K Buy
+1,550
New +$160K 0.02% 481
2015
Q4 		$200K Buy
+6,457
New +$747K 0.03% 270
2015
Q2 		$19K Buy
+160
New +$18.3K 0.01% 262

Other funds holding CELG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthPLAN Partners's CELG Position: Q4 2017 in Review

WealthPLAN Partners sold out of Celgene Corp (CELG) in Q4 2017, closing a stake of 1,381 shares — an estimated $201K sold.

WealthPLAN Partners first reported a position in CELG in Q2 2015 and held it in 6 quarters. The position peaked at $201K in Q3 2017. 1,470 funds tracked by Wall St. Rank hold CELG as of Q4 2017.

  • WealthPLAN Partners reported no remaining Celgene Corp position as of Q4 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 1,381 Celgene Corp shares in Q4 2017, an estimated $201K.
  • WealthPLAN Partners first reported a position in Celgene Corp in Q2 2015 and held it in 6 quarters.
  • WealthPLAN Partners's Celgene Corp position peaked at $201K in Q3 2017.
  • 1,470 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2017.

Based on WealthPLAN Partners's 13F filing for Q4 2017, filed 16 Feb 2018.