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Eads & Heald Wealth Management’s Omnicom Group OMC Stock Holding History

Eads & Heald 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
Q4 		– Sell
-3,237
Closed -$240K – 132
2017
Q3 		$240K Sell
3,237
-230
-7% -$17.7K 0.15% 121
2017
Q2 		$287K Buy
+3,467
New +$289K 0.18% 114

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Eads & Heald Wealth Management's OMC Position: Q4 2017 in Review

Eads & Heald Wealth Management sold out of Omnicom Group (OMC) in Q4 2017, closing a stake of 3,237 shares — an estimated $240K sold.

Eads & Heald Wealth Management first reported a position in OMC in Q2 2017 and held it in 2 quarters. The position peaked at $287K in Q2 2017. 719 funds tracked by Wall St. Rank hold OMC as of Q4 2017.

  • Eads & Heald Wealth Management reported no remaining Omnicom Group position as of Q4 2017 after selling out during the quarter.
  • Eads & Heald Wealth Management sold 3,237 Omnicom Group shares in Q4 2017, an estimated $240K.
  • Eads & Heald Wealth Management first reported a position in Omnicom Group in Q2 2017 and held it in 2 quarters.
  • Eads & Heald Wealth Management's Omnicom Group position peaked at $287K in Q2 2017.
  • 719 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2017.

Based on Eads & Heald Wealth Management's 13F filing for Q4 2017, filed 31 Jan 2018.