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 Q3	–	Sell	-106	Closed	-$21K	–	130
2019 Q2	$21K	Buy	+106	New	+$4.08K	0.01%	278

Other funds holding CIEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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.