WFG Advisors’s Convergys CVG Stock Holding History

WFG Advisors’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
2017 Q2	$10K	Hold	400	–	–	﹤0.01%	1164
2017 Q1	$8K	Hold	400	–	–	﹤0.01%	1143
2016 Q4	$10K	Sell	400 -200	-33%	-$5.38K	﹤0.01%	1123
2016 Q3	$18K	Hold	600	–	–	﹤0.01%	974
2016 Q2	$15K	Hold	600	–	–	﹤0.01%	989
2016 Q1	$17K	Hold	600	–	–	﹤0.01%	927
2015 Q4	$15K	Hold	600	–	–	﹤0.01%	978
2015 Q3	$14K	Hold	600	–	–	﹤0.01%	1009
2015 Q2	$15K	Hold	600	–	–	﹤0.01%	1077
2015 Q1	$14K	Hold	600	–	–	﹤0.01%	1107
2014 Q4	$12K	Hold	600	–	–	﹤0.01%	1405
2014 Q3	$11K	Sell	600 -198	-25%	-$3.85K	﹤0.01%	1478
2014 Q2	$17K	Buy	+798	New	+$17.3K	﹤0.01%	1337
2014 Q1	–	Sell	-100	Closed	-$2K	–	2322
2013 Q4	$2K	Hold	100	–	–	﹤0.01%	2016
2013 Q3	$2K	Hold	100	–	–	﹤0.01%	1976
2013 Q2	$2K	Buy	+100	New	+$1.74K	﹤0.01%	1887

Other funds holding CVG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WFG Advisors's CVG Position: Q2 2017 in Review

WFG Advisors held its Convergys (CVG) position steady in Q2 2017 at 400 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

WFG Advisors first reported a position in CVG in Q2 2013 and has held it in 16 quarters since. The position peaked at $18K in Q3 2016. 261 funds tracked by Wall St. Rank hold CVG as of Q2 2017.

WFG Advisors held 400 shares of Convergys worth $10K as of Q2 2017.
WFG Advisors left its Convergys share count unchanged in Q2 2017.
Convergys made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1164 holding.
WFG Advisors first reported a position in Convergys in Q2 2013 and has held it in 16 quarters since.
WFG Advisors's Convergys position peaked at $18K in Q3 2016.
261 funds tracked by Wall St. Rank held Convergys as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.