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Alera Investment Advisors’s Omnicom Group OMC Stock Holding History

Alera Investment Advisors’s Portfolio OMC Stock Details OMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-139
Closed -$10K – 713
2019
Q1 		$10K Buy
139
+48
+53% +$3.6K ﹤0.01% 475
2018
Q4 		$7K Buy
+91
New +$6.75K ﹤0.01% 527

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Alera Investment Advisors's OMC Position: Q2 2019 in Review

Alera Investment Advisors sold out of Omnicom Group (OMC) in Q2 2019, closing a stake of 139 shares — an estimated $10K sold.

Alera Investment Advisors first reported a position in OMC in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2019. 738 funds tracked by Wall St. Rank hold OMC as of Q2 2019.

  • Alera Investment Advisors reported no remaining Omnicom Group position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 139 Omnicom Group shares in Q2 2019, an estimated $10K.
  • Alera Investment Advisors first reported a position in Omnicom Group in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Omnicom Group position peaked at $10K in Q1 2019.
  • 738 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.