Hefty Wealth Partners’s Omnicom Group OMC Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$852K	Buy	11,727 +7,594	+184%	+$569K	0.55%	58
2017 Q4	$301K	Sell	4,133 -729	-15%	-$52.3K	0.19%	79
2017 Q3	$360K	Sell	4,862 -2,550	-34%	-$197K	0.24%	76
2017 Q2	$614K	Buy	7,412 +7,272	+5,194%	+$606K	0.42%	69
2017 Q1	$12K	Sell	140 -6,070	-98%	-$518K	0.01%	164
2016 Q4	$528K	Buy	6,210 +230	+4%	+$19.3K	0.44%	58
2016 Q3	$508K	Sell	5,980 -4,716	-44%	-$395K	0.39%	72
2016 Q2	$871K	Buy	10,696 +166	+2%	+$13.8K	0.72%	50
2016 Q1	$876K	Sell	10,530 -10,190	-49%	-$768K	0.82%	46
2015 Q4	$1.57M	Buy	+20,720	New	+$1.52M	1.49%	18

Other funds holding OMC

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hefty Wealth Partners's OMC Position: Q1 2018 in Review

Hefty Wealth Partners increased its Omnicom Group (OMC) stake by 184% in Q1 2018, buying an estimated $569K and bringing the position to 11,727 shares worth $852K. The position accounts for 0.55% of the portfolio, ranked #58.

Hefty Wealth Partners first reported a position in OMC in Q4 2015 and has held it in 10 quarters since. The position peaked at $1.57M in Q4 2015. 712 funds tracked by Wall St. Rank hold OMC as of Q1 2018.

Hefty Wealth Partners held 11,727 shares of Omnicom Group worth $852K as of Q1 2018.
Hefty Wealth Partners bought 7,594 Omnicom Group shares in Q1 2018, an estimated $569K.
Omnicom Group made up 0.55% of Hefty Wealth Partners's portfolio in Q1 2018, its #58 holding.
Hefty Wealth Partners first reported a position in Omnicom Group in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Omnicom Group position peaked at $1.57M in Q4 2015.
712 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.