EWM
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Evercore Wealth Management’s Omnicom Group OMC Stock Holding History

Evercore 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
-1,045
Closed -$89K – 1024
2016
Q4 		$89K Buy
1,045
+205
+24% +$17.2K ﹤0.01% 517
2016
Q3 		$71K Sell
840
-300
-26% -$25.1K ﹤0.01% 538
2016
Q2 		$93K Buy
1,140
+590
+107% +$49K ﹤0.01% 474
2016
Q1 		$46K Sell
550
-340
-38% -$25.6K ﹤0.01% 584
2015
Q4 		$67K Buy
+890
New +$65.4K ﹤0.01% 545
2015
Q3 		– Sell
-127
Closed -$9K – 1032
2015
Q2 		$9K Buy
+127
New +$9.59K ﹤0.01% 931
2014
Q4 		– Sell
-916
Closed -$63K – 950
2014
Q3 		$63K Sell
916
-585
-39% -$41.7K ﹤0.01% 577
2014
Q2 		$107K Buy
1,501
+916
+157% +$63.8K 0.01% 498
2014
Q1 		$42K Hold
585
– – ﹤0.01% 620
2013
Q4 		$44K Sell
585
-68
-10% -$4.68K ﹤0.01% 578
2013
Q3 		$41K Buy
+653
New +$41.6K ﹤0.01% 584

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