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Westbourne Investment Advisors’s Ciena CIEN Stock Holding History

Westbourne 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
2016
Q3 		– Sell
-14,205
Closed -$266K – 112
2016
Q2 		$266K Sell
14,205
-12,780
-47% -$231K 0.24% 89
2016
Q1 		$513K Buy
26,985
+5,830
+28% +$108K 0.49% 60
2015
Q4 		$438K Buy
+21,155
New +$486K 0.42% 67
2015
Q3 		– Sell
-18,265
Closed -$433K – 106
2015
Q2 		$433K Buy
+18,265
New +$417K 0.39% 71

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 $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Westbourne Investment Advisors's CIEN Position: Q3 2016 in Review

Westbourne Investment Advisors sold out of Ciena (CIEN) in Q3 2016, closing a stake of 14,205 shares — an estimated $266K sold.

Westbourne Investment Advisors first reported a position in CIEN in Q2 2015 and held it in 4 quarters. The position peaked at $513K in Q1 2016. 282 funds tracked by Wall St. Rank hold CIEN as of Q3 2016.

  • Westbourne Investment Advisors reported no remaining Ciena position as of Q3 2016 after selling out during the quarter.
  • Westbourne Investment Advisors sold 14,205 Ciena shares in Q3 2016, an estimated $266K.
  • Westbourne Investment Advisors first reported a position in Ciena in Q2 2015 and held it in 4 quarters.
  • Westbourne Investment Advisors's Ciena position peaked at $513K in Q1 2016.
  • 282 funds tracked by Wall St. Rank held Ciena as of Q3 2016.

Based on Westbourne Investment Advisors's 13F filing for Q3 2016, filed 4 Nov 2016.