AWM
CVG

Aevitas Wealth Management’s Convergys CVG Stock Holding History

Aevitas Wealth Management’s Portfolio CVG Stock Details CVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-54
Closed -$1K – 489
2018
Q1 		$1K Hold
54
– – ﹤0.01% 444
2017
Q4 		$1K Buy
+54
New +$1.33K ﹤0.01% 434

Other funds holding CVG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Aevitas Wealth Management's CVG Position: Q2 2018 in Review

Aevitas Wealth Management sold out of Convergys (CVG) in Q2 2018, closing a stake of 54 shares — an estimated $1K sold.

Aevitas Wealth Management first reported a position in CVG in Q4 2017 and held it in 2 quarters. The position peaked at $1K in Q1 2018. 256 funds tracked by Wall St. Rank hold CVG as of Q2 2018.

  • Aevitas Wealth Management reported no remaining Convergys position as of Q2 2018 after selling out during the quarter.
  • Aevitas Wealth Management sold 54 Convergys shares in Q2 2018, an estimated $1K.
  • Aevitas Wealth Management first reported a position in Convergys in Q4 2017 and held it in 2 quarters.
  • Aevitas Wealth Management's Convergys position peaked at $1K in Q1 2018.
  • 256 funds tracked by Wall St. Rank held Convergys as of Q2 2018.

Based on Aevitas Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.