NFG
CVG

Next Financial Group’s Convergys CVG Stock Holding History

Next Financial Group’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
Q1 		– Sell
-300
Closed -$7K – 2457
2016
Q4 		$7K Hold
300
– – ﹤0.01% 1833
2016
Q3 		$9K Buy
+300
New +$8.5K ﹤0.01% 1724
2014
Q3 		– Sell
-250
Closed -$5K – 2598
2014
Q2 		$5K Buy
+250
New +$5.42K ﹤0.01% 947

Other funds holding CVG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Next Financial Group's CVG Position: Q1 2017 in Review

Next Financial Group sold out of Convergys (CVG) in Q1 2017, closing a stake of 300 shares — an estimated $7K sold.

Next Financial Group first reported a position in CVG in Q2 2014 and held it in 3 quarters. The position peaked at $9K in Q3 2016. 271 funds tracked by Wall St. Rank hold CVG as of Q1 2017.

  • Next Financial Group reported no remaining Convergys position as of Q1 2017 after selling out during the quarter.
  • Next Financial Group sold 300 Convergys shares in Q1 2017, an estimated $7K.
  • Next Financial Group first reported a position in Convergys in Q2 2014 and held it in 3 quarters.
  • Next Financial Group's Convergys position peaked at $9K in Q3 2016.
  • 271 funds tracked by Wall St. Rank held Convergys as of Q1 2017.

Based on Next Financial Group's 13F filing for Q1 2017, filed 8 May 2017.