GGPS
CVG

Gary Goldberg Planning Services’s Convergys CVG Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$77K Buy
3,768
+518
+16% +$10.3K 0.03% 177
2014
Q3 		$58K Buy
+3,250
New +$63.1K 0.02% 200

Other funds holding CVG

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Gary Goldberg Planning Services's CVG Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its Convergys (CVG) stake by 16% in Q4 2014, buying an estimated $10.3K and bringing the position to 3,768 shares worth $77K. The position accounts for 0.03% of the portfolio, ranked #177.

Gary Goldberg Planning Services first reported a position in CVG in Q3 2014 and has held it in 2 quarters since. 235 funds tracked by Wall St. Rank hold CVG as of Q4 2014.

  • Gary Goldberg Planning Services held 3,768 shares of Convergys worth $77K as of Q4 2014.
  • Gary Goldberg Planning Services bought 518 Convergys shares in Q4 2014, an estimated $10.3K.
  • Convergys made up 0.03% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #177 holding.
  • Gary Goldberg Planning Services first reported a position in Convergys in Q3 2014 and has held it in 2 quarters since.
  • 235 funds tracked by Wall St. Rank held Convergys as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.