LBA Wealth Management’s Omnicom Group OMC Stock Holding History

LBA 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
2017 Q1	–	Sell	-14	Closed	-$1K	–	467
2016 Q4	$1K	Hold	14	–	–	﹤0.01%	433
2016 Q3	$1K	Hold	14	–	–	﹤0.01%	437
2016 Q2	$1K	Buy	+14	New	+$1.16K	﹤0.01%	428
2016 Q1	–	Sell	-64	Closed	-$5K	–	438
2015 Q4	$5K	Hold	64	–	–	﹤0.01%	342
2015 Q3	$4K	Hold	64	–	–	﹤0.01%	299
2015 Q2	$4K	Hold	64	–	–	﹤0.01%	284
2015 Q1	$5K	Hold	64	–	–	﹤0.01%	270
2014 Q4	$5K	Hold	64	–	–	﹤0.01%	256
2014 Q3	$4K	Buy	+64	New	+$4.57K	﹤0.01%	361

Other funds holding OMC

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

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

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

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

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

LBA Wealth Management's OMC Position: Q1 2017 in Review

LBA Wealth Management sold out of Omnicom Group (OMC) in Q1 2017, closing a stake of 14 shares — an estimated $1K sold.

LBA Wealth Management first reported a position in OMC in Q3 2014 and held it in 9 quarters. The position peaked at $5K in Q4 2015. 708 funds tracked by Wall St. Rank hold OMC as of Q1 2017.

LBA Wealth Management reported no remaining Omnicom Group position as of Q1 2017 after selling out during the quarter.
LBA Wealth Management sold 14 Omnicom Group shares in Q1 2017, an estimated $1K.
LBA Wealth Management first reported a position in Omnicom Group in Q3 2014 and held it in 9 quarters.
LBA Wealth Management's Omnicom Group position peaked at $5K in Q4 2015.
708 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.