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Gupta Wealth Management’s Omnicom Group OMC Stock Holding History

Gupta 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
2016
Q1 		$2K Sell
23
-24
-51% -$1.81K ﹤0.01% 1073
2015
Q4 		$4K Sell
47
-77
-62% -$5.66K ﹤0.01% 1049
2015
Q3 		$8K Hold
124
– – ﹤0.01% 960
2015
Q2 		$9K Sell
124
-41
-25% -$3.1K ﹤0.01% 927
2015
Q1 		$13K Buy
+165
New +$12.6K ﹤0.01% 705

Other funds holding OMC

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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 $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Bank of New York Mellon
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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Gupta Wealth Management's OMC Position: Q1 2016 in Review

Gupta Wealth Management reduced its Omnicom Group (OMC) stake by 51% in Q1 2016, selling an estimated $1.81K and leaving 23 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Gupta Wealth Management first reported a position in OMC in Q1 2015 and has held it in 5 quarters since. The position peaked at $13K in Q1 2015. 671 funds tracked by Wall St. Rank hold OMC as of Q1 2016.

  • Gupta Wealth Management held 23 shares of Omnicom Group worth $2K as of Q1 2016.
  • Gupta Wealth Management sold 24 Omnicom Group shares in Q1 2016, an estimated $1.81K.
  • Omnicom Group made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1073 holding.
  • Gupta Wealth Management first reported a position in Omnicom Group in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Omnicom Group position peaked at $13K in Q1 2015.
  • 671 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.