Carson Wealth (CWM LLC)’s Convergys CVG Stock Holding History

Carson Wealth (CWM LLC)’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 Q3	–	Sell	-42	Closed	-$1K	–	2083
2018 Q2	$1K	Buy	+42	New	+$1K	﹤0.01%	1668
2016 Q4	–	Sell	-290	Closed	-$9K	–	1233
2016 Q3	$9K	Buy	+290	New	+$8.22K	﹤0.01%	732

Other funds holding CVG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CVG Position: Q3 2018 in Review

Carson Wealth (CWM LLC) sold out of Convergys (CVG) in Q3 2018, closing a stake of 42 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in CVG in Q3 2016 and held it in 2 quarters. The position peaked at $9K in Q3 2016. 236 funds tracked by Wall St. Rank hold CVG as of Q3 2018.

Carson Wealth (CWM LLC) reported no remaining Convergys position as of Q3 2018 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 42 Convergys shares in Q3 2018, an estimated $1K.
Carson Wealth (CWM LLC) first reported a position in Convergys in Q3 2016 and held it in 2 quarters.
Carson Wealth (CWM LLC)'s Convergys position peaked at $9K in Q3 2016.
236 funds tracked by Wall St. Rank held Convergys as of Q3 2018.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2018, filed 29 Oct 2018.