MCIA
CVG

Mountain Capital Investment Advisors’s Convergys CVG Stock Holding History

Mountain Capital 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
2017
Q4 		– Sell
-1,500
Closed -$39K – 497
2017
Q3 		$39K Hold
1,500
– – 0.03% 136
2017
Q2 		$36K Buy
+1,500
New +$34.9K 0.04% 157

Other funds holding CVG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Mountain Capital Investment Advisors's CVG Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Convergys (CVG) in Q4 2017, closing a stake of 1,500 shares — an estimated $39K sold.

Mountain Capital Investment Advisors first reported a position in CVG in Q2 2017 and held it in 2 quarters. The position peaked at $39K in Q3 2017. 269 funds tracked by Wall St. Rank hold CVG as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Convergys position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,500 Convergys shares in Q4 2017, an estimated $39K.
  • Mountain Capital Investment Advisors first reported a position in Convergys in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Convergys position peaked at $39K in Q3 2017.
  • 269 funds tracked by Wall St. Rank held Convergys as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.