TIM
CVG

Tortoise Investment Management’s Convergys CVG Stock Holding History

Tortoise Investment 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
2013
Q4 		– Sell
-150
Closed -$3K – 392
2013
Q3 		$3K Hold
150
– – ﹤0.01% 294
2013
Q2 		$3K Buy
+150
New +$2.61K ﹤0.01% 321

Other funds holding CVG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Tortoise Investment Management's CVG Position: Q4 2013 in Review

Tortoise Investment Management sold out of Convergys (CVG) in Q4 2013, closing a stake of 150 shares — an estimated $3K sold.

Tortoise Investment Management first reported a position in CVG in Q2 2013 and held it in 2 quarters. The position peaked at $3K in Q3 2013. 205 funds tracked by Wall St. Rank hold CVG as of Q4 2013.

  • Tortoise Investment Management reported no remaining Convergys position as of Q4 2013 after selling out during the quarter.
  • Tortoise Investment Management sold 150 Convergys shares in Q4 2013, an estimated $3K.
  • Tortoise Investment Management first reported a position in Convergys in Q2 2013 and held it in 2 quarters.
  • Tortoise Investment Management's Convergys position peaked at $3K in Q3 2013.
  • 205 funds tracked by Wall St. Rank held Convergys as of Q4 2013.

Based on Tortoise Investment Management's 13F filing for Q4 2013, filed 12 Feb 2014.