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IBEX Wealth Advisors’s Ciena CIEN Stock Holding History

IBEX Wealth 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
2019
Q4 		– Sell
-44,348
Closed -$1.74M – 102
2019
Q3 		$1.74M Buy
44,348
+1,026
+2% +$43K 0.58% 70
2019
Q2 		$1.78M Buy
43,322
+5,829
+16% +$224K 0.51% 77
2019
Q1 		$1.4M Buy
+37,493
New +$1.46M 0.49% 82

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

IBEX Wealth Advisors's CIEN Position: Q4 2019 in Review

IBEX Wealth Advisors sold out of Ciena (CIEN) in Q4 2019, closing a stake of 44,348 shares — an estimated $1.74M sold.

IBEX Wealth Advisors first reported a position in CIEN in Q1 2019 and held it in 3 quarters. The position peaked at $1.78M in Q2 2019. 413 funds tracked by Wall St. Rank hold CIEN as of Q4 2019.

  • IBEX Wealth Advisors reported no remaining Ciena position as of Q4 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 44,348 Ciena shares in Q4 2019, an estimated $1.74M.
  • IBEX Wealth Advisors first reported a position in Ciena in Q1 2019 and held it in 3 quarters.
  • IBEX Wealth Advisors's Ciena position peaked at $1.78M in Q2 2019.
  • 413 funds tracked by Wall St. Rank held Ciena as of Q4 2019.

Based on IBEX Wealth Advisors's 13F filing for Q4 2019, filed 24 Jan 2020.