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Regal Investment Advisors’s Ciena CIEN Stock Holding History

Regal Investment 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
2015
Q4 		– Sell
-650
Closed -$13K – 366
2015
Q3 		$13K Hold
650
– – ﹤0.01% 631
2015
Q2 		$15K Hold
650
– – ﹤0.01% 591
2015
Q1 		$13K Hold
650
– – ﹤0.01% 635
2014
Q4 		$13K Hold
650
– – ﹤0.01% 603
2014
Q3 		$11K Sell
650
-800
-55% -$15.7K ﹤0.01% 669
2014
Q2 		$31K Buy
1,450
+800
+123% +$16.4K 0.01% 464
2014
Q1 		$15K Buy
+650
New +$15.3K 0.01% 567
2013
Q4 		– Sell
-650
Closed -$16K – 838
2013
Q3 		$16K Hold
650
– – 0.01% 513
2013
Q2 		$13K Buy
+650
New +$10.8K 0.01% 534

Other funds holding CIEN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Regal Investment Advisors's CIEN Position: Q4 2015 in Review

Regal Investment Advisors sold out of Ciena (CIEN) in Q4 2015, closing a stake of 650 shares — an estimated $13K sold.

Regal Investment Advisors first reported a position in CIEN in Q2 2013 and held it in 9 quarters. The position peaked at $31K in Q2 2014. 299 funds tracked by Wall St. Rank hold CIEN as of Q4 2015.

  • Regal Investment Advisors reported no remaining Ciena position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 650 Ciena shares in Q4 2015, an estimated $13K.
  • Regal Investment Advisors first reported a position in Ciena in Q2 2013 and held it in 9 quarters.
  • Regal Investment Advisors's Ciena position peaked at $31K in Q2 2014.
  • 299 funds tracked by Wall St. Rank held Ciena as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.