Jeppson Wealth Management’s Ciena CIEN Stock Holding History

Jeppson 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
2020 Q4	–	Sell	-40	Closed	-$2K	–	187
2020 Q3	$2K	Buy	+40	New	+$2.1K	﹤0.01%	480

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SCC

Spring Creek Capital Wichita, Kansas $2.53B AUM 19.59% 1-Year Est. Return

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

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

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

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Jeppson Wealth Management's CIEN Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Ciena (CIEN) in Q4 2020, closing a stake of 40 shares — an estimated $2K sold.

Jeppson Wealth Management first reported a position in CIEN in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 467 funds tracked by Wall St. Rank hold CIEN as of Q4 2020.

Jeppson Wealth Management reported no remaining Ciena position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 40 Ciena shares in Q4 2020, an estimated $2K.
Jeppson Wealth Management first reported a position in Ciena in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's Ciena position peaked at $2K in Q3 2020.
467 funds tracked by Wall St. Rank held Ciena as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.