OIA
CVG

Optimum Investment Advisors’s Convergys CVG Stock Holding History

Optimum 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
Q4 		– Sell
-100
Closed -$2K – 1082
2018
Q3 		$2K Hold
100
– – ﹤0.01% 993
2018
Q2 		$2K Hold
100
– – ﹤0.01% 1020
2018
Q1 		$2K Buy
+100
New +$2.29K ﹤0.01% 976
2015
Q1 		$2K Hold
100
– – ﹤0.01% 943
2014
Q4 		$2K Hold
100
– – ﹤0.01% 967
2014
Q3 		$2K Hold
100
– – ﹤0.01% 895
2014
Q2 		$2K Hold
100
– – ﹤0.01% 900
2014
Q1 		$2K Sell
100
-50
-33% -$1.04K ﹤0.01% 724
2013
Q4 		$3K Sell
150
-50
-25% -$996 ﹤0.01% 711
2013
Q3 		$4K Buy
+200
New +$3.75K ﹤0.01% 655

Other funds holding CVG

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

Optimum Investment Advisors's CVG Position: Q4 2018 in Review

Optimum Investment Advisors sold out of Convergys (CVG) in Q4 2018, closing a stake of 100 shares — an estimated $2K sold.

Optimum Investment Advisors first reported a position in CVG in Q3 2013 and held it in 10 quarters. The position peaked at $4K in Q3 2013. 2 funds tracked by Wall St. Rank hold CVG as of Q4 2018.

  • Optimum Investment Advisors reported no remaining Convergys position as of Q4 2018 after selling out during the quarter.
  • Optimum Investment Advisors sold 100 Convergys shares in Q4 2018, an estimated $2K.
  • Optimum Investment Advisors first reported a position in Convergys in Q3 2013 and held it in 10 quarters.
  • Optimum Investment Advisors's Convergys position peaked at $4K in Q3 2013.
  • 2 funds tracked by Wall St. Rank held Convergys as of Q4 2018.

Based on Optimum Investment Advisors's 13F filing for Q4 2018, filed 4 Feb 2019.