Wealthquest’s Convergys CVG Stock Holding History

Wealthquest’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
2019 Q1	–	Sell	-30,540	Closed	-$725K	–	142
2018 Q4	$725K	Buy	+30,540	New	+$732K	0.3%	62

Other funds holding CVG

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Wealthquest's CVG Position: Q1 2019 in Review

Wealthquest sold out of Convergys (CVG) in Q1 2019, closing a stake of 30,540 shares — an estimated $725K sold.

Wealthquest first reported a position in CVG in Q4 2018 and held it in 1 quarter. The position peaked at $725K in Q4 2018. 2 funds tracked by Wall St. Rank hold CVG as of Q1 2019.

Wealthquest reported no remaining Convergys position as of Q1 2019 after selling out during the quarter.
Wealthquest sold 30,540 Convergys shares in Q1 2019, an estimated $725K.
Wealthquest first reported a position in Convergys in Q4 2018 and held it in 1 quarter.
Wealthquest's Convergys position peaked at $725K in Q4 2018.
2 funds tracked by Wall St. Rank held Convergys as of Q1 2019.

Based on Wealthquest's 13F filing for Q1 2019, filed 18 Apr 2019.