IPC
CVG

Independent Portfolio Consultants’s Convergys CVG Stock Holding History

Independent Portfolio Consultants’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
Q3 		– Sell
-1,570
Closed -$34K – 984
2014
Q2 		$34K Buy
+1,570
New +$34.1K 0.01% 700

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Independent Portfolio Consultants's CVG Position: Q3 2014 in Review

Independent Portfolio Consultants sold out of Convergys (CVG) in Q3 2014, closing a stake of 1,570 shares — an estimated $34K sold.

Independent Portfolio Consultants first reported a position in CVG in Q2 2014 and held it in 1 quarter. The position peaked at $34K in Q2 2014. 217 funds tracked by Wall St. Rank hold CVG as of Q3 2014.

  • Independent Portfolio Consultants reported no remaining Convergys position as of Q3 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 1,570 Convergys shares in Q3 2014, an estimated $34K.
  • Independent Portfolio Consultants first reported a position in Convergys in Q2 2014 and held it in 1 quarter.
  • Independent Portfolio Consultants's Convergys position peaked at $34K in Q2 2014.
  • 217 funds tracked by Wall St. Rank held Convergys as of Q3 2014.

Based on Independent Portfolio Consultants's 13F filing for Q3 2014, filed 14 Nov 2014.