Lenox Wealth Advisors’s Omnicom Group OMC Stock Holding History

Lenox Wealth 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
2017 Q1	–	Sell	-260	Closed	-$22K	–	106
2016 Q4	$22K	Hold	260	–	–	0.01%	77
2016 Q3	$22K	Hold	260	–	–	0.01%	134
2016 Q2	$21K	Hold	260	–	–	0.01%	131
2016 Q1	$22K	Hold	260	–	–	0.01%	125
2015 Q4	$20K	Hold	260	–	–	0.01%	138
2015 Q3	$17K	Hold	260	–	–	0.01%	148
2015 Q2	$18K	Hold	260	–	–	0.01%	106
2015 Q1	$20K	Hold	260	–	–	0.01%	127
2014 Q4	$20K	Hold	260	–	–	0.01%	134
2014 Q3	$18K	Hold	260	–	–	0.01%	135
2014 Q2	$19K	Hold	260	–	–	0.01%	109
2014 Q1	$19K	Buy	260 +215	+478%	+$15.8K	0.01%	100
2013 Q4	$3K	Buy	+45	New	+$3.1K	﹤0.01%	274

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

Lenox Wealth Advisors's OMC Position: Q1 2017 in Review

Lenox Wealth Advisors sold out of Omnicom Group (OMC) in Q1 2017, closing a stake of 260 shares — an estimated $22K sold.

Lenox Wealth Advisors first reported a position in OMC in Q4 2013 and held it in 13 quarters. The position peaked at $22K in Q4 2016. 708 funds tracked by Wall St. Rank hold OMC as of Q1 2017.

Lenox Wealth Advisors reported no remaining Omnicom Group position as of Q1 2017 after selling out during the quarter.
Lenox Wealth Advisors sold 260 Omnicom Group shares in Q1 2017, an estimated $22K.
Lenox Wealth Advisors first reported a position in Omnicom Group in Q4 2013 and held it in 13 quarters.
Lenox Wealth Advisors's Omnicom Group position peaked at $22K in Q4 2016.
708 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2017.

Based on Lenox Wealth Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.