BWP
CVG

Baldwin Wealth Partners’s Convergys CVG Stock Holding History

Baldwin Wealth 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
2016
Q4 		– Sell
-324
Closed -$10K – 546
2016
Q3 		$10K Buy
+324
New +$9.18K ﹤0.01% 454

Other funds holding CVG

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baldwin Wealth Partners's CVG Position: Q4 2016 in Review

Baldwin Wealth Partners sold out of Convergys (CVG) in Q4 2016, closing a stake of 324 shares — an estimated $10K sold.

Baldwin Wealth Partners first reported a position in CVG in Q3 2016 and held it in 1 quarter. The position peaked at $10K in Q3 2016. 290 funds tracked by Wall St. Rank hold CVG as of Q4 2016.

  • Baldwin Wealth Partners reported no remaining Convergys position as of Q4 2016 after selling out during the quarter.
  • Baldwin Wealth Partners sold 324 Convergys shares in Q4 2016, an estimated $10K.
  • Baldwin Wealth Partners first reported a position in Convergys in Q3 2016 and held it in 1 quarter.
  • Baldwin Wealth Partners's Convergys position peaked at $10K in Q3 2016.
  • 290 funds tracked by Wall St. Rank held Convergys as of Q4 2016.

Based on Baldwin Wealth Partners's 13F filing for Q4 2016, filed 10 Jan 2017.