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Concert Wealth Management’s Omnicom Group OMC Stock Holding History

Concert Wealth Management’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
2017
Q1 		– Sell
-5,826
Closed -$495K – 504
2016
Q4 		$495K Sell
5,826
-134
-2% -$11.2K 0.11% 252
2016
Q3 		$505K Buy
5,960
+379
+7% +$31.8K 0.06% 372
2016
Q2 		$454K Sell
5,581
-8,406
-60% -$699K 0.06% 363
2016
Q1 		$1.16M Sell
13,987
-231
-2% -$17.4K 0.16% 174
2015
Q4 		$1.08M Sell
14,218
-204
-1% -$15K 0.14% 174
2015
Q3 		$964K Buy
14,422
+8,843
+159% +$620K 0.13% 203
2015
Q2 		$386K Buy
+5,579
New +$421K 0.05% 421
2015
Q1 		– Sell
-5,604
Closed -$432K – 578
2014
Q4 		$432K Sell
5,604
-13
-0.2% -$948 0.07% 359
2014
Q3 		$383K Sell
5,617
-28
-0.5% -$2K 0.05% 328
2014
Q2 		$395K Buy
5,645
+1
+0% +$70 0.05% 345
2014
Q1 		$406K Buy
5,644
+104
+2% +$7.64K 0.05% 326
2013
Q4 		$409K Buy
5,540
+83
+2% +$5.71K 0.05% 307
2013
Q3 		$346K Sell
5,457
-59
-1% -$3.76K 0.05% 334
2013
Q2 		$345K Buy
+5,516
New +$338K 0.05% 301

Other funds holding OMC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Concert Wealth Management's OMC Position: Q1 2017 in Review

Concert Wealth Management sold out of Omnicom Group (OMC) in Q1 2017, closing a stake of 5,826 shares — an estimated $495K sold.

Concert Wealth Management first reported a position in OMC in Q2 2013 and held it in 14 quarters. The position peaked at $1.16M in Q1 2016. 708 funds tracked by Wall St. Rank hold OMC as of Q1 2017.

  • Concert Wealth Management reported no remaining Omnicom Group position as of Q1 2017 after selling out during the quarter.
  • Concert Wealth Management sold 5,826 Omnicom Group shares in Q1 2017, an estimated $495K.
  • Concert Wealth Management first reported a position in Omnicom Group in Q2 2013 and held it in 14 quarters.
  • Concert Wealth Management's Omnicom Group position peaked at $1.16M in Q1 2016.
  • 708 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2017.

Based on Concert Wealth Management's 13F filing for Q1 2017, filed 10 May 2017.