BRWA
CVG

B. Riley Wealth Advisors’s Convergys CVG Stock Holding History

B. Riley Wealth Advisors’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
2015
Q1 		– Sell
-70
Closed -$1 – 2381
2014
Q4 		$1 Buy
+70
New +$1.39K ﹤0.01% 3627

Other funds holding CVG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

B. Riley Wealth Advisors's CVG Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Convergys (CVG) in Q1 2015, closing a stake of 70 shares — an estimated $1 sold.

B. Riley Wealth Advisors first reported a position in CVG in Q4 2014 and held it in 1 quarter. The position peaked at $1 in Q4 2014. 224 funds tracked by Wall St. Rank hold CVG as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Convergys position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 70 Convergys shares in Q1 2015, an estimated $1.
  • B. Riley Wealth Advisors first reported a position in Convergys in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Convergys position peaked at $1 in Q4 2014.
  • 224 funds tracked by Wall St. Rank held Convergys as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.