Advisory Research’s Ciena CIEN Stock Holding History

Advisory Research’s Portfolio CIEN Stock Details CIEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-12,072	Closed	-$654K	–	308
2020 Q2	$654K	Buy	+12,072	New	+$600K	0.06%	221
2019 Q4	–	Sell	-11,143	Closed	-$437K	–	310
2019 Q3	$437K	Sell	11,143 -699	-6%	-$29.3K	0.02%	263
2019 Q2	$487K	Sell	11,842 -33,844	-74%	-$1.3M	0.01%	307
2019 Q1	$1.71M	Sell	45,686 -34,457	-43%	-$1.34M	0.03%	198
2018 Q4	$2.72M	Sell	80,143 -730	-0.9%	-$23.1K	0.06%	163
2018 Q3	$2.53M	Buy	80,873 +26,076	+48%	+$731K	0.04%	180
2018 Q2	$1.45M	Buy	+54,797	New	+$1.39M	0.02%	236

Other funds holding CIEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Advisory Research's CIEN Position: Q3 2020 in Review

Advisory Research sold out of Ciena (CIEN) in Q3 2020, closing a stake of 12,072 shares — an estimated $654K sold.

Advisory Research first reported a position in CIEN in Q2 2018 and held it in 7 quarters. The position peaked at $2.72M in Q4 2018. 473 funds tracked by Wall St. Rank hold CIEN as of Q3 2020.

Advisory Research reported no remaining Ciena position as of Q3 2020 after selling out during the quarter.
Advisory Research sold 12,072 Ciena shares in Q3 2020, an estimated $654K.
Advisory Research first reported a position in Ciena in Q2 2018 and held it in 7 quarters.
Advisory Research's Ciena position peaked at $2.72M in Q4 2018.
473 funds tracked by Wall St. Rank held Ciena as of Q3 2020.

Based on Advisory Research's 13F filing for Q3 2020, filed 12 Nov 2020.