SWM
CVG

SeaCrest Wealth Management’s Convergys CVG Stock Holding History

SeaCrest Wealth Management’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
-400
Closed -$9K – 2417
2018
Q3 		$9K Hold
400
– – ﹤0.01% 1707
2018
Q2 		$10K Hold
400
– – ﹤0.01% 1635
2018
Q1 		$9K Hold
400
– – ﹤0.01% 1637
2017
Q4 		$9K Buy
+400
New +$9.88K ﹤0.01% 1657

Other funds holding CVG

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

SeaCrest Wealth Management's CVG Position: Q4 2018 in Review

SeaCrest Wealth Management sold out of Convergys (CVG) in Q4 2018, closing a stake of 400 shares — an estimated $9K sold.

SeaCrest Wealth Management first reported a position in CVG in Q4 2017 and held it in 4 quarters. The position peaked at $10K in Q2 2018. 2 funds tracked by Wall St. Rank hold CVG as of Q4 2018.

  • SeaCrest Wealth Management reported no remaining Convergys position as of Q4 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 400 Convergys shares in Q4 2018, an estimated $9K.
  • SeaCrest Wealth Management first reported a position in Convergys in Q4 2017 and held it in 4 quarters.
  • SeaCrest Wealth Management's Convergys position peaked at $10K in Q2 2018.
  • 2 funds tracked by Wall St. Rank held Convergys as of Q4 2018.

Based on SeaCrest Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.