Winch Advisory Services’s Celgene Corp CELG Stock Holding History

Winch Advisory 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	-847	Closed	-$84K	–	390
2019 Q3	$84K	Sell	847 -99	-10%	-$9.41K	0.04%	84
2019 Q2	$87K	Sell	946 -72	-7%	-$6.84K	0.05%	87
2019 Q1	$96K	Buy	1,018 +342	+51%	+$29.9K	0.05%	85
2018 Q4	$43K	Sell	676 -20,083	-97%	-$1.48M	0.02%	107
2018 Q3	$1.86M	Buy	20,759 +917	+5%	+$81K	0.93%	35
2018 Q2	$1.58M	Buy	19,842 +2,975	+18%	+$247K	0.85%	38
2018 Q1	$1.5M	Buy	16,867 +3,367	+25%	+$323K	0.88%	36
2017 Q4	$1.41M	Buy	13,500 +5,150	+62%	+$581K	0.85%	37
2017 Q3	$1.2M	Buy	+8,350	New	+$1.14M	0.78%	39
2015 Q1	–	Sell	-14,671	Closed	-$1.64M	–	333
2014 Q4	$1.64M	Buy	+14,671	New	+$1.55M	0.89%	21

Other funds holding CELG

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 $514M AUM 11.69% 1-Year Est. Return

Winch Advisory Services's CELG Position: Q4 2019 in Review

Winch Advisory Services sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 847 shares — an estimated $84K sold.

Winch Advisory Services first reported a position in CELG in Q4 2014 and held it in 10 quarters. The position peaked at $1.86M in Q3 2018. 3 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

Winch Advisory Services reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
Winch Advisory Services sold 847 Celgene Corp shares in Q4 2019, an estimated $84K.
Winch Advisory Services first reported a position in Celgene Corp in Q4 2014 and held it in 10 quarters.
Winch Advisory Services's Celgene Corp position peaked at $1.86M in Q3 2018.
3 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Winch Advisory Services's 13F filing for Q4 2019, filed 12 Feb 2020.