APP
CIEN icon

Avantax Planning Partners’s Ciena CIEN Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-263
Closed -$8K – 438
2018
Q3 		$8K Buy
+263
New +$7.37K ﹤0.01% 934
2018
Q2 		– Sell
-309
Closed -$8K – 451
2018
Q1 		$8K Buy
+309
New +$7.27K ﹤0.01% 1142

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Planning Partners's CIEN Position: Q4 2018 in Review

Avantax Planning Partners sold out of Ciena (CIEN) in Q4 2018, closing a stake of 263 shares — an estimated $8K sold.

Avantax Planning Partners first reported a position in CIEN in Q1 2018 and held it in 2 quarters. The position peaked at $8K in Q3 2018. 371 funds tracked by Wall St. Rank hold CIEN as of Q4 2018.

  • Avantax Planning Partners reported no remaining Ciena position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 263 Ciena shares in Q4 2018, an estimated $8K.
  • Avantax Planning Partners first reported a position in Ciena in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Ciena position peaked at $8K in Q3 2018.
  • 371 funds tracked by Wall St. Rank held Ciena as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.