Concert Wealth Management’s Ciena CIEN Stock Holding History

Concert 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
2014 Q4	–	Sell	-12,966	Closed	-$215K	–	635
2014 Q3	$215K	Sell	12,966 -459	-3%	-$9K	0.03%	483
2014 Q2	$269K	Sell	13,425 -7,610	-36%	-$156K	0.03%	438
2014 Q1	$467K	Buy	+21,035	New	+$495K	0.06%	285

Other funds holding CIEN

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Concert Wealth Management's CIEN Position: Q4 2014 in Review

Concert Wealth Management sold out of Ciena (CIEN) in Q4 2014, closing a stake of 12,966 shares — an estimated $215K sold.

Concert Wealth Management first reported a position in CIEN in Q1 2014 and held it in 3 quarters. The position peaked at $467K in Q1 2014. 234 funds tracked by Wall St. Rank hold CIEN as of Q4 2014.

Concert Wealth Management reported no remaining Ciena position as of Q4 2014 after selling out during the quarter.
Concert Wealth Management sold 12,966 Ciena shares in Q4 2014, an estimated $215K.
Concert Wealth Management first reported a position in Ciena in Q1 2014 and held it in 3 quarters.
Concert Wealth Management's Ciena position peaked at $467K in Q1 2014.
234 funds tracked by Wall St. Rank held Ciena as of Q4 2014.

Based on Concert Wealth Management's 13F filing for Q4 2014, filed 11 Feb 2015.