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 New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

Evercore Wealth Management sold out of Omnicom Group (OMC) in Q1 2017, closing a stake of 1,045 shares — an estimated $89K sold.

Evercore Wealth Management first reported a position in OMC in Q3 2013 and held it in 11 quarters. The position peaked at $107K in Q2 2014. 709 funds tracked by Wall St. Rank hold OMC as of Q1 2017.

Evercore Wealth Management reported no remaining Omnicom Group position as of Q1 2017 after selling out during the quarter.
Evercore Wealth Management sold 1,045 Omnicom Group shares in Q1 2017, an estimated $89K.
Evercore Wealth Management first reported a position in Omnicom Group in Q3 2013 and held it in 11 quarters.
Evercore Wealth Management's Omnicom Group position peaked at $107K in Q2 2014.
709 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.