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Balasa Dinverno & Foltz’s Ciena CIEN Stock Holding History

Balasa Dinverno & Foltz’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
-4,485
Closed -$243K – 264
2020
Q2 		$243K Buy
+4,485
New +$223K 0.03% 198
2019
Q2 		– Sell
-7,068
Closed -$264K – 245
2019
Q1 		$264K Sell
7,068
-573
-7% -$22.3K 0.03% 203
2018
Q4 		$259K Buy
+7,641
New +$242K 0.03% 187

Other funds holding CIEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Balasa Dinverno & Foltz's CIEN Position: Q3 2020 in Review

Balasa Dinverno & Foltz sold out of Ciena (CIEN) in Q3 2020, closing a stake of 4,485 shares — an estimated $243K sold.

Balasa Dinverno & Foltz first reported a position in CIEN in Q4 2018 and held it in 3 quarters. The position peaked at $264K in Q1 2019. 473 funds tracked by Wall St. Rank hold CIEN as of Q3 2020.

  • Balasa Dinverno & Foltz reported no remaining Ciena position as of Q3 2020 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 4,485 Ciena shares in Q3 2020, an estimated $243K.
  • Balasa Dinverno & Foltz first reported a position in Ciena in Q4 2018 and held it in 3 quarters.
  • Balasa Dinverno & Foltz's Ciena position peaked at $264K in Q1 2019.
  • 473 funds tracked by Wall St. Rank held Ciena as of Q3 2020.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2020, filed 10 Nov 2020.