OFG
CVG

OTA Financial Group’s Convergys CVG Stock Holding History

OTA 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
2018
Q4 		– Sell
-69,572
Closed -$1.7M – 100
2018
Q3 		$1.7M Hold
69,572
– – 0.7% 21
2018
Q2 		$1.7M Buy
+69,572
New +$1.66M 0.65% 24

Other funds holding CVG

W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return

OTA Financial Group's CVG Position: Q4 2018 in Review

OTA Financial Group sold out of Convergys (CVG) in Q4 2018, closing a stake of 69,572 shares — an estimated $1.7M sold.

OTA Financial Group first reported a position in CVG in Q2 2018 and held it in 2 quarters. The position peaked at $1.7M in Q3 2018. 2 funds tracked by Wall St. Rank hold CVG as of Q4 2018.

  • OTA Financial Group reported no remaining Convergys position as of Q4 2018 after selling out during the quarter.
  • OTA Financial Group sold 69,572 Convergys shares in Q4 2018, an estimated $1.7M.
  • OTA Financial Group first reported a position in Convergys in Q2 2018 and held it in 2 quarters.
  • OTA Financial Group's Convergys position peaked at $1.7M in Q3 2018.
  • 2 funds tracked by Wall St. Rank held Convergys as of Q4 2018.

Based on OTA Financial Group's 13F filing for Q4 2018, filed 24 Jan 2019.