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First Personal Financial Services’s Omnicom Group OMC Stock Holding History

First Personal Financial Services’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
2020
Q1 		– Sell
-12
Closed -$1K – 457
2019
Q4 		$1K Sell
12
-523
-98% -$41K ﹤0.01% 470
2019
Q3 		$42K Hold
535
– – 0.01% 261
2019
Q2 		$44K Buy
535
+12
+2% +$947 0.01% 299
2019
Q1 		$38K Hold
523
– – 0.01% 316
2018
Q4 		$38K Buy
523
+5
+1% +$371 0.01% 295
2018
Q3 		$35K Sell
518
-309
-37% -$21.7K 0.01% 329
2018
Q2 		$63K Sell
827
-11
-1% -$812 0.02% 240
2018
Q1 		$61K Buy
838
+23
+3% +$1.72K 0.01% 394
2017
Q4 		$59K Buy
+815
New +$58.5K 0.01% 440
2017
Q3 		– Sell
-51
Closed -$4K – 858
2017
Q2 		$4K Hold
51
– – ﹤0.01% 808
2017
Q1 		$4K Hold
51
– – ﹤0.01% 811
2016
Q4 		$4K Hold
51
– – ﹤0.01% 843
2016
Q3 		$4K Sell
51
-50
-50% -$4.19K ﹤0.01% 722
2016
Q2 		$8K Buy
+101
New +$8.39K ﹤0.01% 622
2015
Q3 		– Sell
-26
Closed -$2K – 480
2015
Q2 		$2K Hold
26
– – ﹤0.01% 403
2015
Q1 		$3K Hold
26
– – ﹤0.01% 389
2014
Q4 		$2K Buy
+26
New +$1.9K ﹤0.01% 373

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

First Personal Financial Services's OMC Position: Q1 2020 in Review

First Personal Financial Services sold out of Omnicom Group (OMC) in Q1 2020, closing a stake of 12 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in OMC in Q4 2014 and held it in 17 quarters. The position peaked at $63K in Q2 2018. 744 funds tracked by Wall St. Rank hold OMC as of Q1 2020.

  • First Personal Financial Services reported no remaining Omnicom Group position as of Q1 2020 after selling out during the quarter.
  • First Personal Financial Services sold 12 Omnicom Group shares in Q1 2020, an estimated $1K.
  • First Personal Financial Services first reported a position in Omnicom Group in Q4 2014 and held it in 17 quarters.
  • First Personal Financial Services's Omnicom Group position peaked at $63K in Q2 2018.
  • 744 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2020.

Based on First Personal Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.