Wealthspire Advisors (Maryland)’s Ciena CIEN Stock Holding History

Wealthspire Advisors (Maryland)’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 Q2	–	Sell	-715	Closed	-$27K	–	744
2019 Q1	$27K	Sell	715 -42	-6%	-$1.63K	﹤0.01%	1152
2018 Q4	$26K	Sell	757 -69	-8%	-$2.19K	﹤0.01%	1107
2018 Q3	$26K	Hold	826	–	–	﹤0.01%	1195
2018 Q2	$22K	Sell	826 -920	-53%	-$23.4K	﹤0.01%	1275
2018 Q1	$45K	Sell	1,746 -671	-28%	-$15.8K	﹤0.01%	1025
2017 Q4	$51K	Buy	2,417 +665	+38%	+$14.1K	0.01%	995
2017 Q3	$38K	Buy	1,752 +746	+74%	+$17.9K	﹤0.01%	1064
2017 Q2	$25K	Hold	1,006	–	–	﹤0.01%	1176
2017 Q1	$24K	Buy	1,006 +576	+134%	+$14.1K	﹤0.01%	1018
2016 Q4	$10K	Hold	430	–	–	﹤0.01%	1214
2016 Q3	$9K	Hold	430	–	–	﹤0.01%	1266
2016 Q2	$8K	Sell	430 -175	-29%	-$3.17K	﹤0.01%	1236
2016 Q1	$12K	Buy	605 +175	+41%	+$3.23K	﹤0.01%	1138
2015 Q4	$9K	Buy	+430	New	+$9.88K	﹤0.01%	1214

Other funds holding CIEN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CIEN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Ciena (CIEN) in Q2 2019, closing a stake of 715 shares — an estimated $27K sold.

Wealthspire Advisors (Maryland) first reported a position in CIEN in Q4 2015 and held it in 14 quarters. The position peaked at $51K in Q4 2017. 416 funds tracked by Wall St. Rank hold CIEN as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Ciena position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 715 Ciena shares in Q2 2019, an estimated $27K.
Wealthspire Advisors (Maryland) first reported a position in Ciena in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Ciena position peaked at $51K in Q4 2017.
416 funds tracked by Wall St. Rank held Ciena as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.