Joel Isaacson & Co’s Convergys CVG Stock Holding History

Joel Isaacson & Co’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 Q1	–	Sell	-3,000	Closed	-$74K	–	605
2016 Q4	$74K	Hold	3,000	–	–	0.01%	261
2016 Q3	$91K	Hold	3,000	–	–	0.02%	250
2016 Q2	$75K	Hold	3,000	–	–	0.02%	267
2016 Q1	$83K	Hold	3,000	–	–	0.02%	266
2015 Q4	$75K	Hold	3,000	–	–	0.02%	267
2015 Q3	$69K	Hold	3,000	–	–	0.02%	280
2015 Q2	$76K	Hold	3,000	–	–	0.02%	292
2015 Q1	$69K	Hold	3,000	–	–	0.02%	315
2014 Q4	$61K	Hold	3,000	–	–	0.02%	301
2014 Q3	$53K	Hold	3,000	–	–	0.02%	295
2014 Q2	$64K	Hold	3,000	–	–	0.02%	270
2014 Q1	$66K	Hold	3,000	–	–	0.02%	253
2013 Q4	$63K	Hold	3,000	–	–	0.02%	242
2013 Q3	$56K	Buy	+3,000	New	+$56.2K	0.02%	244

Other funds holding CVG

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

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

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

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Joel Isaacson & Co's CVG Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Convergys (CVG) in Q1 2017, closing a stake of 3,000 shares — an estimated $74K sold.

Joel Isaacson & Co first reported a position in CVG in Q3 2013 and held it in 14 quarters. The position peaked at $91K in Q3 2016. 271 funds tracked by Wall St. Rank hold CVG as of Q1 2017.

Joel Isaacson & Co reported no remaining Convergys position as of Q1 2017 after selling out during the quarter.
Joel Isaacson & Co sold 3,000 Convergys shares in Q1 2017, an estimated $74K.
Joel Isaacson & Co first reported a position in Convergys in Q3 2013 and held it in 14 quarters.
Joel Isaacson & Co's Convergys position peaked at $91K in Q3 2016.
271 funds tracked by Wall St. Rank held Convergys as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.