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Legacy Advisors’s Omnicom Group OMC Stock Holding History

Legacy Advisors’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
2019
Q3 		– Sell
-200
Closed -$16K – 263
2019
Q2 		$16K Sell
200
-560
-74% -$44.2K 0.01% 274
2019
Q1 		$55K Buy
+760
New +$57.1K 0.02% 206
2018
Q4 		– Sell
-18,810
Closed -$1.29M – 310
2018
Q3 		$1.29M Buy
+18,810
New +$1.32M 0.64% 54
2017
Q1 		– Sell
-526
Closed -$45K – 218
2016
Q4 		$45K Buy
+526
New +$44.1K 0.06% 101

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Legacy Advisors's OMC Position: Q3 2019 in Review

Legacy Advisors sold out of Omnicom Group (OMC) in Q3 2019, closing a stake of 200 shares — an estimated $16K sold.

Legacy Advisors first reported a position in OMC in Q4 2016 and held it in 4 quarters. The position peaked at $1.29M in Q3 2018. 768 funds tracked by Wall St. Rank hold OMC as of Q3 2019.

  • Legacy Advisors reported no remaining Omnicom Group position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 200 Omnicom Group shares in Q3 2019, an estimated $16K.
  • Legacy Advisors first reported a position in Omnicom Group in Q4 2016 and held it in 4 quarters.
  • Legacy Advisors's Omnicom Group position peaked at $1.29M in Q3 2018.
  • 768 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.