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CLA (CliftonLarsonAllen) Wealth Advisors’s Omnicom Group OMC Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2015
Q3 		– Sell
-3,000
Closed -$208K – 146
2015
Q2 		$208K Buy
+3,000
New +$227K 0.04% 157

Other funds holding OMC

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's OMC Position: Q3 2015 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Omnicom Group (OMC) in Q3 2015, closing a stake of 3,000 shares — an estimated $208K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in OMC in Q2 2015 and held it in 1 quarter. The position peaked at $208K in Q2 2015. 614 funds tracked by Wall St. Rank hold OMC as of Q3 2015.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Omnicom Group position as of Q3 2015 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 3,000 Omnicom Group shares in Q3 2015, an estimated $208K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Omnicom Group in Q2 2015 and held it in 1 quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Omnicom Group position peaked at $208K in Q2 2015.
  • 614 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2015.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q3 2015, filed 27 Oct 2015.