LWM
CVG

Lenox Wealth Management’s Convergys CVG Stock Holding History

Lenox Wealth Management’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
-10,289
Closed -$245K – 710
2018
Q3 		$245K Hold
10,289
– – 0.07% 132
2018
Q2 		$253K Hold
10,289
– – 0.08% 123
2018
Q1 		$233K Hold
10,289
– – 0.08% 119
2017
Q4 		$243K Hold
10,289
– – 0.07% 124
2017
Q3 		$267K Hold
10,289
– – 0.09% 119
2017
Q2 		$246K Buy
+10,289
New +$239K 0.1% 119

Other funds holding CVG

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

Lenox Wealth Management's CVG Position: Q4 2018 in Review

Lenox Wealth Management sold out of Convergys (CVG) in Q4 2018, closing a stake of 10,289 shares — an estimated $245K sold.

Lenox Wealth Management first reported a position in CVG in Q2 2017 and held it in 6 quarters. The position peaked at $267K in Q3 2017. 2 funds tracked by Wall St. Rank hold CVG as of Q4 2018.

  • Lenox Wealth Management reported no remaining Convergys position as of Q4 2018 after selling out during the quarter.
  • Lenox Wealth Management sold 10,289 Convergys shares in Q4 2018, an estimated $245K.
  • Lenox Wealth Management first reported a position in Convergys in Q2 2017 and held it in 6 quarters.
  • Lenox Wealth Management's Convergys position peaked at $267K in Q3 2017.
  • 2 funds tracked by Wall St. Rank held Convergys as of Q4 2018.

Based on Lenox Wealth Management's 13F filing for Q4 2018, filed 23 Jan 2019.