LFA
CVG

Legacy Financial Advisors’s Convergys CVG Stock Holding History

Legacy Financial 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
-1,293
Closed -$30K – 1084
2018
Q3 		$30K Hold
1,293
– – 0.01% 314
2018
Q2 		$33K Hold
1,293
– – 0.01% 302
2018
Q1 		$29K Hold
1,293
– – 0.01% 310
2017
Q4 		$30K Buy
+1,293
New +$31.9K 0.01% 309

Other funds holding CVG

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

Legacy Financial Advisors's CVG Position: Q4 2018 in Review

Legacy Financial Advisors sold out of Convergys (CVG) in Q4 2018, closing a stake of 1,293 shares — an estimated $30K sold.

Legacy Financial Advisors first reported a position in CVG in Q4 2017 and held it in 4 quarters. The position peaked at $33K in Q2 2018. 2 funds tracked by Wall St. Rank hold CVG as of Q4 2018.

  • Legacy Financial Advisors reported no remaining Convergys position as of Q4 2018 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,293 Convergys shares in Q4 2018, an estimated $30K.
  • Legacy Financial Advisors first reported a position in Convergys in Q4 2017 and held it in 4 quarters.
  • Legacy Financial Advisors's Convergys position peaked at $33K in Q2 2018.
  • 2 funds tracked by Wall St. Rank held Convergys as of Q4 2018.

Based on Legacy Financial Advisors's 13F filing for Q4 2018, filed 16 Jan 2019.