EWM
Evercore Wealth Management’s Omnicom Group OMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-1,045
| Closed | -$89K | – | 1023 |
|
|
2016
Q4 | $89K | Buy |
1,045
+205
| +24% | +$17.5K | ﹤0.01% | 516 |
|
|
2016
Q3 | $71K | Sell |
840
-300
| -26% | -$25.4K | ﹤0.01% | 538 |
|
|
2016
Q2 | $93K | Buy |
1,140
+590
| +107% | +$48.1K | ﹤0.01% | 474 |
|
|
2016
Q1 | $46K | Sell |
550
-340
| -38% | -$28.4K | ﹤0.01% | 584 |
|
|
2015
Q4 | $67K | Buy |
+890
| New | +$67K | ﹤0.01% | 545 |
|
|
2015
Q3 | – | Sell |
-127
| Closed | -$9K | – | 1032 |
|
|
2015
Q2 | $9K | Buy |
+127
| New | +$9K | ﹤0.01% | 931 |
|
|
2014
Q4 | – | Sell |
-916
| Closed | -$63K | – | 950 |
|
|
2014
Q3 | $63K | Sell |
916
-585
| -39% | -$40.2K | ﹤0.01% | 577 |
|
|
2014
Q2 | $107K | Buy |
1,501
+916
| +157% | +$65.3K | 0.01% | 498 |
|
|
2014
Q1 | $42K | Hold |
585
| – | – | ﹤0.01% | 620 |
|
|
2013
Q4 | $44K | Sell |
585
-68
| -10% | -$5.12K | ﹤0.01% | 578 |
|
|
2013
Q3 | $41K | Buy |
+653
| New | +$41K | ﹤0.01% | 584 |
|