Bartlett & Co Wealth Management’s Convergys CVG Stock Holding History

Bartlett & Co 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 Q4	–	Sell	-2,779	Closed	-$66.3K	–	732
2018 Q3	$66.3K	Sell	2,779 -1,102	-28%	-$27.2K	﹤0.01%	397
2018 Q2	$95.3K	Buy	3,881 +7	+0.2%	+$167	﹤0.01%	332
2018 Q1	$88K	Buy	+3,874	New	+$88.8K	﹤0.01%	340

Other funds holding CVG

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

Bartlett & Co Wealth Management's CVG Position: Q4 2018 in Review

Bartlett & Co Wealth Management sold out of Convergys (CVG) in Q4 2018, closing a stake of 2,779 shares — an estimated $66.3K sold.

Bartlett & Co Wealth Management first reported a position in CVG in Q1 2018 and held it in 3 quarters. The position peaked at $95.3K in Q2 2018. 2 funds tracked by Wall St. Rank hold CVG as of Q4 2018.

Bartlett & Co Wealth Management reported no remaining Convergys position as of Q4 2018 after selling out during the quarter.
Bartlett & Co Wealth Management sold 2,779 Convergys shares in Q4 2018, an estimated $66.3K.
Bartlett & Co Wealth Management first reported a position in Convergys in Q1 2018 and held it in 3 quarters.
Bartlett & Co Wealth Management's Convergys position peaked at $95.3K in Q2 2018.
2 funds tracked by Wall St. Rank held Convergys as of Q4 2018.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2024.