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CapWealth Advisors’s Ciena CIEN Stock Holding History

CapWealth Advisors’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
2016
Q4 		– Sell
-110
Closed -$2K – 126
2016
Q3 		$2K Hold
110
– – ﹤0.01% 264
2016
Q2 		$2K Hold
110
– – ﹤0.01% 260
2016
Q1 		$2K Hold
110
– – ﹤0.01% 299
2015
Q4 		$2K Buy
+110
New +$2.53K ﹤0.01% 247

Other funds holding CIEN

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 $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

CapWealth Advisors's CIEN Position: Q4 2016 in Review

CapWealth Advisors sold out of Ciena (CIEN) in Q4 2016, closing a stake of 110 shares — an estimated $2K sold.

CapWealth Advisors first reported a position in CIEN in Q4 2015 and held it in 4 quarters. The position peaked at $2K in Q3 2016. 300 funds tracked by Wall St. Rank hold CIEN as of Q4 2016.

  • CapWealth Advisors reported no remaining Ciena position as of Q4 2016 after selling out during the quarter.
  • CapWealth Advisors sold 110 Ciena shares in Q4 2016, an estimated $2K.
  • CapWealth Advisors first reported a position in Ciena in Q4 2015 and held it in 4 quarters.
  • CapWealth Advisors's Ciena position peaked at $2K in Q3 2016.
  • 300 funds tracked by Wall St. Rank held Ciena as of Q4 2016.

Based on CapWealth Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.