Creative Planning
CVG

Creative Planning’s Convergys CVG Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-2,440
Closed -$58K – 4391
2017
Q2 		$58K Sell
2,440
-271
-10% -$6.31K ﹤0.01% 2412
2017
Q1 		$57K Buy
2,711
+873
+47% +$20.5K ﹤0.01% 2390
2016
Q4 		$45K Sell
1,838
-47
-2% -$1.26K ﹤0.01% 2484
2016
Q3 		$57K Buy
1,885
+47
+3% +$1.33K ﹤0.01% 2267
2016
Q2 		$46K Hold
1,838
– – ﹤0.01% 2192
2016
Q1 		$51K Buy
1,838
+1,121
+156% +$28.1K ﹤0.01% 2099
2015
Q4 		$18K Buy
717
+111
+18% +$2.8K ﹤0.01% 2934
2015
Q3 		$14K Buy
+606
New +$14.4K ﹤0.01% 3012
2015
Q1 		– Sell
-803
Closed -$16K – 4509
2014
Q4 		$16K Sell
803
-343
-30% -$6.81K ﹤0.01% 2829
2014
Q3 		$20K Buy
+1,146
New +$22.3K ﹤0.01% 2555
2014
Q2 		– Sell
-26
Closed -$1K – 4049
2014
Q1 		$1K Hold
26
– – ﹤0.01% 3555
2013
Q4 		$1K Sell
26
-57
-69% -$1.14K ﹤0.01% 3253
2013
Q3 		$2K Hold
83
– – ﹤0.01% 3030
2013
Q2 		$1K Buy
+83
New +$1.44K ﹤0.01% 3004

Other funds holding CVG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's CVG Position: Q3 2017 in Review

Creative Planning sold out of Convergys (CVG) in Q3 2017, closing a stake of 2,440 shares — an estimated $58K sold.

Creative Planning first reported a position in CVG in Q2 2013 and held it in 14 quarters. The position peaked at $58K in Q2 2017. 248 funds tracked by Wall St. Rank hold CVG as of Q3 2017.

  • Creative Planning reported no remaining Convergys position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 2,440 Convergys shares in Q3 2017, an estimated $58K.
  • Creative Planning first reported a position in Convergys in Q2 2013 and held it in 14 quarters.
  • Creative Planning's Convergys position peaked at $58K in Q2 2017.
  • 248 funds tracked by Wall St. Rank held Convergys as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.