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Kiley Juergens Wealth Management’s Omnicom Group OMC Stock Holding History

Kiley Juergens 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
2018
Q4 		– Sell
-200
Closed -$13K – 453
2018
Q3 		$13K Hold
200
– – 0.01% 435
2018
Q2 		$15K Buy
+200
New +$14.8K 0.01% 378
2018
Q1 		– Sell
-480
Closed -$34K – 437
2017
Q4 		$34K Buy
+480
New +$34.4K 0.03% 256

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T 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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kiley Juergens Wealth Management's OMC Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Omnicom Group (OMC) in Q4 2018, closing a stake of 200 shares — an estimated $13K sold.

Kiley Juergens Wealth Management first reported a position in OMC in Q4 2017 and held it in 3 quarters. The position peaked at $34K in Q4 2017. 737 funds tracked by Wall St. Rank hold OMC as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Omnicom Group position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 200 Omnicom Group shares in Q4 2018, an estimated $13K.
  • Kiley Juergens Wealth Management first reported a position in Omnicom Group in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Omnicom Group position peaked at $34K in Q4 2017.
  • 737 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.