Torch Wealth Management’s Convergys CVG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-16,279
| Closed | -$386K | – | 107 |
|
|
2018
Q3 | $386K | Hold |
16,279
| – | – | 0.23% | 80 |
|
|
2018
Q2 | $398K | Hold |
16,279
| – | – | 0.25% | 75 |
|
|
2018
Q1 | $368K | Hold |
16,279
| – | – | 0.24% | 82 |
|
|
2017
Q4 | $383K | Hold |
16,279
| – | – | 0.23% | 85 |
|
|
2017
Q3 | $421K | Hold |
16,279
| – | – | 0.28% | 76 |
|
|
2017
Q2 | $387K | Hold |
16,279
| – | – | 0.27% | 77 |
|
|
2017
Q1 | $344K | Hold |
16,279
| – | – | 0.23% | 82 |
|
|
2016
Q4 | $400K | Hold |
16,279
| – | – | 0.28% | 74 |
|
|
2016
Q3 | $495K | Hold |
16,279
| – | – | 0.36% | 63 |
|
|
2016
Q2 | $407K | Hold |
16,279
| – | – | 0.3% | 76 |
|
|
2016
Q1 | $452K | Hold |
16,279
| – | – | 0.34% | 65 |
|
|
2015
Q4 | $405K | Hold |
16,279
| – | – | 0.3% | 72 |
|
|
2015
Q3 | $376K | Hold |
16,279
| – | – | 0.29% | 74 |
|
|
2015
Q2 | $415K | Hold |
16,279
| – | – | 0.29% | 74 |
|
|
2015
Q1 | $372K | Sell |
16,279
-981
| -6% | -$20.7K | 0.29% | 69 |
|
|
2014
Q4 | $352K | Buy |
17,260
+981
| +6% | +$19.5K | 0.27% | 71 |
|
|
2014
Q3 | $290K | Hold |
16,279
| – | – | 0.21% | 79 |
|
|
2014
Q2 | $349K | Hold |
16,279
| – | – | 0.24% | 77 |
|
|
2014
Q1 | $357K | Hold |
16,279
| – | – | 0.26% | 75 |
|
|
2013
Q4 | $343K | Buy |
+16,279
| New | +$324K | 0.26% | 74 |
|
Other funds holding CVG
Torch Wealth Management's CVG Position: Q4 2018 in Review
Torch Wealth Management sold out of Convergys (CVG) in Q4 2018, closing a stake of 16,279 shares — an estimated $386K sold.
Torch Wealth Management first reported a position in CVG in Q4 2013 and held it in 20 quarters. The position peaked at $495K in Q3 2016. 2 funds tracked by Wall St. Rank hold CVG as of Q4 2018.
- Torch Wealth Management reported no remaining Convergys position as of Q4 2018 after selling out during the quarter.
- Torch Wealth Management sold 16,279 Convergys shares in Q4 2018, an estimated $386K.
- Torch Wealth Management first reported a position in Convergys in Q4 2013 and held it in 20 quarters.
- Torch Wealth Management's Convergys position peaked at $495K in Q3 2016.
- 2 funds tracked by Wall St. Rank held Convergys as of Q4 2018.
Based on Torch Wealth Management's 13F filing for Q4 2018, filed 1 Feb 2019.