WAM
CVG

Wealthspire Advisors (Maryland)’s Convergys CVG Stock Holding History

Wealthspire Advisors (Maryland)’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
-353
Closed -$8K – 2685
2018
Q3 		$8K Buy
353
+3
+0.9% +$74 ﹤0.01% 1634
2018
Q2 		$9K Sell
350
-15
-4% -$358 ﹤0.01% 1604
2018
Q1 		$8K Sell
365
-12
-3% -$275 ﹤0.01% 1662
2017
Q4 		$9K Buy
377
+41
+12% +$1.01K ﹤0.01% 1649
2017
Q3 		$9K Hold
336
– – ﹤0.01% 1633
2017
Q2 		$8K Hold
336
– – ﹤0.01% 1642
2017
Q1 		$7K Hold
336
– – ﹤0.01% 1468
2016
Q4 		$8K Hold
336
– – ﹤0.01% 1310
2016
Q3 		$10K Hold
336
– – ﹤0.01% 1259
2016
Q2 		$8K Sell
336
-85
-20% -$2.29K ﹤0.01% 1251
2016
Q1 		$12K Buy
421
+85
+25% +$2.13K ﹤0.01% 1149
2015
Q4 		$8K Buy
+336
New +$8.47K ﹤0.01% 1263

Other funds holding CVG

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

Wealthspire Advisors (Maryland)'s CVG Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Convergys (CVG) in Q4 2018, closing a stake of 353 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in CVG in Q4 2015 and held it in 12 quarters. The position peaked at $12K in Q1 2016. 2 funds tracked by Wall St. Rank hold CVG as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Convergys position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 353 Convergys shares in Q4 2018, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in Convergys in Q4 2015 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s Convergys position peaked at $12K in Q1 2016.
  • 2 funds tracked by Wall St. Rank held Convergys as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.