Cornerstone Wealth Management’s Convergys CVG Stock Holding History

Cornerstone 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	-23,394	Closed	-$905K	–	1317
2018 Q3	$905K	Buy	23,394 +17,196	+277%	+$425K	0.01%	737
2018 Q2	$250K	Buy	+6,198	New	+$148K	﹤0.01%	1256

Other funds holding CVG

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

Cornerstone Wealth Management's CVG Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Convergys (CVG) in Q4 2018, closing a stake of 23,394 shares — an estimated $905K sold.

Cornerstone Wealth Management first reported a position in CVG in Q2 2018 and held it in 2 quarters. The position peaked at $905K in Q3 2018. 2 funds tracked by Wall St. Rank hold CVG as of Q4 2018.

Cornerstone Wealth Management reported no remaining Convergys position as of Q4 2018 after selling out during the quarter.
Cornerstone Wealth Management sold 23,394 Convergys shares in Q4 2018, an estimated $905K.
Cornerstone Wealth Management first reported a position in Convergys in Q2 2018 and held it in 2 quarters.
Cornerstone Wealth Management's Convergys position peaked at $905K in Q3 2018.
2 funds tracked by Wall St. Rank held Convergys as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.