Avantax Planning Partners’s Convergys CVG Stock Holding History

Avantax Planning Partners’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 Q4	–	Sell	-105	Closed	-$2K	–	1451
2018 Q3	$2K	Buy	+105	New	+$2.6K	﹤0.01%	1397
2018 Q2	–	Sell	-106	Closed	-$2K	–	1822
2018 Q1	$2K	Buy	+106	New	+$2.43K	﹤0.01%	1662

Other funds holding CVG

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Avantax Planning Partners's CVG Position: Q4 2018 in Review

Avantax Planning Partners sold out of Convergys (CVG) in Q4 2018, closing a stake of 105 shares — an estimated $2K sold.

Avantax Planning Partners first reported a position in CVG in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q3 2018. 2 funds tracked by Wall St. Rank hold CVG as of Q4 2018.

Avantax Planning Partners reported no remaining Convergys position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 105 Convergys shares in Q4 2018, an estimated $2K.
Avantax Planning Partners first reported a position in Convergys in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Convergys position peaked at $2K in Q3 2018.
2 funds tracked by Wall St. Rank held Convergys as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.