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Domani Wealth’s Omnicom Group OMC Stock Holding History

Domani Wealth’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
2016
Q4 		– Sell
-2,969
Closed -$252K – 112
2016
Q3 		$252K Sell
2,969
-870
-23% -$72.9K 0.1% 99
2016
Q2 		$313K Sell
3,839
-107
-3% -$8.89K 0.12% 83
2016
Q1 		$328K Buy
3,946
+12
+0.3% +$904 0.12% 93
2015
Q4 		$298K Buy
3,934
+702
+22% +$51.6K 0.12% 94
2015
Q3 		$213K Sell
3,232
-17
-0.5% -$1.19K 0.12% 93
2015
Q2 		$226K Buy
3,249
+3,006
+1,237% +$227K 0.12% 84
2015
Q1 		$3.11K Buy
+243
New +$18.6K 0.05% 78

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Domani Wealth's OMC Position: Q4 2016 in Review

Domani Wealth sold out of Omnicom Group (OMC) in Q4 2016, closing a stake of 2,969 shares — an estimated $252K sold.

Domani Wealth first reported a position in OMC in Q1 2015 and held it in 7 quarters. The position peaked at $328K in Q1 2016. 700 funds tracked by Wall St. Rank hold OMC as of Q4 2016.

  • Domani Wealth reported no remaining Omnicom Group position as of Q4 2016 after selling out during the quarter.
  • Domani Wealth sold 2,969 Omnicom Group shares in Q4 2016, an estimated $252K.
  • Domani Wealth first reported a position in Omnicom Group in Q1 2015 and held it in 7 quarters.
  • Domani Wealth's Omnicom Group position peaked at $328K in Q1 2016.
  • 700 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2016.

Based on Domani Wealth's 13F filing for Q4 2016, filed 3 Feb 2017.