NewSquare Capital’s Convergys CVG Stock Holding History

NewSquare Capital’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
2016 Q4	–	Sell	-92	Closed	-$3K	–	488
2016 Q3	$3K	Buy	+92	New	+$2.61K	﹤0.01%	427

Other funds holding CVG

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NewSquare Capital's CVG Position: Q4 2016 in Review

NewSquare Capital sold out of Convergys (CVG) in Q4 2016, closing a stake of 92 shares — an estimated $3K sold.

NewSquare Capital first reported a position in CVG in Q3 2016 and held it in 1 quarter. The position peaked at $3K in Q3 2016. 290 funds tracked by Wall St. Rank hold CVG as of Q4 2016.

NewSquare Capital reported no remaining Convergys position as of Q4 2016 after selling out during the quarter.
NewSquare Capital sold 92 Convergys shares in Q4 2016, an estimated $3K.
NewSquare Capital first reported a position in Convergys in Q3 2016 and held it in 1 quarter.
NewSquare Capital's Convergys position peaked at $3K in Q3 2016.
290 funds tracked by Wall St. Rank held Convergys as of Q4 2016.

Based on NewSquare Capital's 13F filing for Q4 2016, filed 1 Feb 2017.