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Intercontinental Wealth Advisors’s Ciena CIEN Stock Holding History

Intercontinental 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
2020
Q1 		– Sell
-187
Closed -$8K – 182
2019
Q4 		$8K Sell
187
-118
-39% -$4.5K 0.01% 288
2019
Q3 		$12K Buy
+305
New +$12.8K 0.01% 323

Other funds holding CIEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return

Intercontinental Wealth Advisors's CIEN Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of Ciena (CIEN) in Q1 2020, closing a stake of 187 shares — an estimated $8K sold.

Intercontinental Wealth Advisors first reported a position in CIEN in Q3 2019 and held it in 2 quarters. The position peaked at $12K in Q3 2019. 418 funds tracked by Wall St. Rank hold CIEN as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining Ciena position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 187 Ciena shares in Q1 2020, an estimated $8K.
  • Intercontinental Wealth Advisors first reported a position in Ciena in Q3 2019 and held it in 2 quarters.
  • Intercontinental Wealth Advisors's Ciena position peaked at $12K in Q3 2019.
  • 418 funds tracked by Wall St. Rank held Ciena as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.