Steward Partners Investment Advisory’s Convergys CVG Stock Holding History

Steward Partners Investment Advisory’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	-172	Closed	-$4K	–	2577
2018 Q3	$4K	Sell	172 -21	-11%	-$519	﹤0.01%	2251
2018 Q2	$5K	Hold	193	–	–	﹤0.01%	2042
2018 Q1	$4K	Hold	193	–	–	﹤0.01%	1889
2017 Q4	$4K	Buy	193 +100	+108%	+$2.47K	﹤0.01%	1604
2017 Q3	$2K	Hold	93	–	–	﹤0.01%	1557
2017 Q2	$2K	Hold	93	–	–	﹤0.01%	1478
2017 Q1	$1K	Buy	+93	New	+$2.18K	﹤0.01%	1475

Other funds holding CVG

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

Steward Partners Investment Advisory's CVG Position: Q4 2018 in Review

Steward Partners Investment Advisory sold out of Convergys (CVG) in Q4 2018, closing a stake of 172 shares — an estimated $4K sold.

Steward Partners Investment Advisory first reported a position in CVG in Q1 2017 and held it in 7 quarters. The position peaked at $5K in Q2 2018. 2 funds tracked by Wall St. Rank hold CVG as of Q4 2018.

Steward Partners Investment Advisory reported no remaining Convergys position as of Q4 2018 after selling out during the quarter.
Steward Partners Investment Advisory sold 172 Convergys shares in Q4 2018, an estimated $4K.
Steward Partners Investment Advisory first reported a position in Convergys in Q1 2017 and held it in 7 quarters.
Steward Partners Investment Advisory's Convergys position peaked at $5K in Q2 2018.
2 funds tracked by Wall St. Rank held Convergys as of Q4 2018.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2018, filed 15 Jan 2019.