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Aevitas Wealth Management’s Ciena CIEN Stock Holding History

Aevitas Wealth Management’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
2019
Q2 		– Sell
-125
Closed -$4K – 141
2019
Q1 		$4K Hold
125
– – ﹤0.01% 338
2018
Q4 		$4K Hold
125
– – ﹤0.01% 346
2018
Q3 		$4K Hold
125
– – ﹤0.01% 398
2018
Q2 		$3K Hold
125
– – ﹤0.01% 386
2018
Q1 		$3K Hold
125
– – ﹤0.01% 389
2017
Q4 		$3K Buy
+125
New +$2.65K ﹤0.01% 388

Other funds holding CIEN

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aevitas Wealth Management's CIEN Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Ciena (CIEN) in Q2 2019, closing a stake of 125 shares — an estimated $4K sold.

Aevitas Wealth Management first reported a position in CIEN in Q4 2017 and held it in 6 quarters. The position peaked at $4K in Q1 2019. 416 funds tracked by Wall St. Rank hold CIEN as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Ciena position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 125 Ciena shares in Q2 2019, an estimated $4K.
  • Aevitas Wealth Management first reported a position in Ciena in Q4 2017 and held it in 6 quarters.
  • Aevitas Wealth Management's Ciena position peaked at $4K in Q1 2019.
  • 416 funds tracked by Wall St. Rank held Ciena as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.