JA
CVG

JOYN Advisors’s Convergys CVG Stock Holding History

JOYN Advisors’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
-516
Closed -$12K – 1962
2018
Q3 		$12K Sell
516
-327
-39% -$8.08K ﹤0.01% 901
2018
Q2 		$21K Sell
843
-4,387
-84% -$105K ﹤0.01% 668
2018
Q1 		$118K Buy
+5,230
New +$120K 0.03% 220

Other funds holding CVG

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

JOYN Advisors's CVG Position: Q4 2018 in Review

JOYN Advisors sold out of Convergys (CVG) in Q4 2018, closing a stake of 516 shares — an estimated $12K sold.

JOYN Advisors first reported a position in CVG in Q1 2018 and held it in 3 quarters. The position peaked at $118K in Q1 2018. 2 funds tracked by Wall St. Rank hold CVG as of Q4 2018.

  • JOYN Advisors reported no remaining Convergys position as of Q4 2018 after selling out during the quarter.
  • JOYN Advisors sold 516 Convergys shares in Q4 2018, an estimated $12K.
  • JOYN Advisors first reported a position in Convergys in Q1 2018 and held it in 3 quarters.
  • JOYN Advisors's Convergys position peaked at $118K in Q1 2018.
  • 2 funds tracked by Wall St. Rank held Convergys as of Q4 2018.

Based on JOYN Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.