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Klingman & Associates’s Omnicom Group OMC Stock Holding History

Klingman & Associates’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 		– Sell
-5,316
Closed -$387K – 112
2017
Q4 		$387K Buy
+5,316
New +$381K 0.08% 82
2016
Q4 		– Sell
-527
Closed -$45K – 247
2016
Q3 		$45K Hold
527
– – 0.01% 194
2016
Q2 		$43K Hold
527
– – 0.01% 202
2016
Q1 		$44K Hold
527
– – 0.02% 198
2015
Q4 		$40K Sell
527
-135
-20% -$9.91K 0.02% 219
2015
Q3 		$43K Hold
662
– – 0.02% 212
2015
Q2 		$46K Hold
662
– – 0.02% 184
2015
Q1 		$52K Hold
662
– – 0.02% 170
2014
Q4 		$51K Buy
+662
New +$48.3K 0.02% 176

Other funds holding OMC

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 $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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Klingman & Associates's OMC Position: Q1 2018 in Review

Klingman & Associates sold out of Omnicom Group (OMC) in Q1 2018, closing a stake of 5,316 shares — an estimated $387K sold.

Klingman & Associates first reported a position in OMC in Q4 2014 and held it in 9 quarters. The position peaked at $387K in Q4 2017. 712 funds tracked by Wall St. Rank hold OMC as of Q1 2018.

  • Klingman & Associates reported no remaining Omnicom Group position as of Q1 2018 after selling out during the quarter.
  • Klingman & Associates sold 5,316 Omnicom Group shares in Q1 2018, an estimated $387K.
  • Klingman & Associates first reported a position in Omnicom Group in Q4 2014 and held it in 9 quarters.
  • Klingman & Associates's Omnicom Group position peaked at $387K in Q4 2017.
  • 712 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2018.

Based on Klingman & Associates's 13F filing for Q1 2018, filed 25 Apr 2018.