MYIA
CVG

Mount Yale Investment Advisors’s Convergys CVG Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-747
Closed -$18K – 1038
2018
Q2 		$18K Buy
747
+335
+81% +$7.99K ﹤0.01% 821
2018
Q1 		$9K Buy
+412
New +$9.45K ﹤0.01% 870

Other funds holding CVG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mount Yale Investment Advisors's CVG Position: Q3 2018 in Review

Mount Yale Investment Advisors sold out of Convergys (CVG) in Q3 2018, closing a stake of 747 shares — an estimated $18K sold.

Mount Yale Investment Advisors first reported a position in CVG in Q1 2018 and held it in 2 quarters. The position peaked at $18K in Q2 2018. 236 funds tracked by Wall St. Rank hold CVG as of Q3 2018.

  • Mount Yale Investment Advisors reported no remaining Convergys position as of Q3 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 747 Convergys shares in Q3 2018, an estimated $18K.
  • Mount Yale Investment Advisors first reported a position in Convergys in Q1 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Convergys position peaked at $18K in Q2 2018.
  • 236 funds tracked by Wall St. Rank held Convergys as of Q3 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.