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Holistic Financial Partners’s Omnicom Group OMC Stock Holding History

Holistic Financial 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
Q2 		– Sell
-33
Closed -$2K – 261
2018
Q1 		$2K Hold
33
– – ﹤0.01% 427
2017
Q4 		$2K Buy
+33
New +$2.37K ﹤0.01% 433

Other funds holding OMC

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First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Holistic Financial Partners's OMC Position: Q2 2018 in Review

Holistic Financial Partners sold out of Omnicom Group (OMC) in Q2 2018, closing a stake of 33 shares — an estimated $2K sold.

Holistic Financial Partners first reported a position in OMC in Q4 2017 and held it in 2 quarters. The position peaked at $2K in Q1 2018. 724 funds tracked by Wall St. Rank hold OMC as of Q2 2018.

  • Holistic Financial Partners reported no remaining Omnicom Group position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 33 Omnicom Group shares in Q2 2018, an estimated $2K.
  • Holistic Financial Partners first reported a position in Omnicom Group in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Omnicom Group position peaked at $2K in Q1 2018.
  • 724 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.