YorkBridge Wealth Partners’s Convergys CVG Stock Holding History

YorkBridge Wealth Partners’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 Q1	–	Sell	-325	Closed	-$8K	–	953
2016 Q4	$8K	Buy	+325	New	+$8.74K	﹤0.01%	640

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

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

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

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

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

YorkBridge Wealth Partners's CVG Position: Q1 2017 in Review

YorkBridge Wealth Partners sold out of Convergys (CVG) in Q1 2017, closing a stake of 325 shares — an estimated $8K sold.

YorkBridge Wealth Partners first reported a position in CVG in Q4 2016 and held it in 1 quarter. The position peaked at $8K in Q4 2016. 271 funds tracked by Wall St. Rank hold CVG as of Q1 2017.

YorkBridge Wealth Partners reported no remaining Convergys position as of Q1 2017 after selling out during the quarter.
YorkBridge Wealth Partners sold 325 Convergys shares in Q1 2017, an estimated $8K.
YorkBridge Wealth Partners first reported a position in Convergys in Q4 2016 and held it in 1 quarter.
YorkBridge Wealth Partners's Convergys position peaked at $8K in Q4 2016.
271 funds tracked by Wall St. Rank held Convergys as of Q1 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2017, filed 5 May 2017.