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Eagle Ridge Investment Management’s Omnicom Group OMC Stock Holding History

Eagle Ridge Investment 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
-2,710
Closed -$201K – 178
2017
Q3 		$201K Buy
+2,710
New +$209K 0.03% 164
2014
Q2 		– Sell
-2,944
Closed -$214K – 60
2014
Q1 		$214K Buy
+2,944
New +$216K 0.1% 53

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

Eagle Ridge Investment Management's OMC Position: Q4 2017 in Review

Eagle Ridge Investment Management sold out of Omnicom Group (OMC) in Q4 2017, closing a stake of 2,710 shares — an estimated $201K sold.

Eagle Ridge Investment Management first reported a position in OMC in Q1 2014 and held it in 2 quarters. The position peaked at $214K in Q1 2014. 719 funds tracked by Wall St. Rank hold OMC as of Q4 2017.

  • Eagle Ridge Investment Management reported no remaining Omnicom Group position as of Q4 2017 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 2,710 Omnicom Group shares in Q4 2017, an estimated $201K.
  • Eagle Ridge Investment Management first reported a position in Omnicom Group in Q1 2014 and held it in 2 quarters.
  • Eagle Ridge Investment Management's Omnicom Group position peaked at $214K in Q1 2014.
  • 719 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2017.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2017, filed 26 Jan 2018.