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Beacon Financial Group’s Ciena CIEN Stock Holding History

Beacon Financial Group’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
2014
Q3 		– Sell
-10,800
Closed -$232K – 193
2014
Q2 		$232K Sell
10,800
-2,000
-16% -$41.1K 0.05% 156
2014
Q1 		$285K Buy
+12,800
New +$301K 0.06% 151

Other funds holding CIEN

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Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $407M AUM 87.11% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Beacon Financial Group's CIEN Position: Q3 2014 in Review

Beacon Financial Group sold out of Ciena (CIEN) in Q3 2014, closing a stake of 10,800 shares — an estimated $232K sold.

Beacon Financial Group first reported a position in CIEN in Q1 2014 and held it in 2 quarters. The position peaked at $285K in Q1 2014. 234 funds tracked by Wall St. Rank hold CIEN as of Q3 2014.

  • Beacon Financial Group reported no remaining Ciena position as of Q3 2014 after selling out during the quarter.
  • Beacon Financial Group sold 10,800 Ciena shares in Q3 2014, an estimated $232K.
  • Beacon Financial Group first reported a position in Ciena in Q1 2014 and held it in 2 quarters.
  • Beacon Financial Group's Ciena position peaked at $285K in Q1 2014.
  • 234 funds tracked by Wall St. Rank held Ciena as of Q3 2014.

Based on Beacon Financial Group's 13F filing for Q3 2014, filed 2 Oct 2014.