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Lyons Wealth Management’s Omnicom Group OMC Stock Holding History

Lyons 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
Q4 		– Sell
-9,409
Closed -$694K – 60
2017
Q3 		$694K Sell
9,409
-1,607
-15% -$124K 1.04% 26
2017
Q2 		$917K Buy
11,016
+785
+8% +$65.5K 1.29% 19
2017
Q1 		$883K Buy
10,231
+613
+6% +$52.3K 0.93% 22
2016
Q4 		$816K Sell
9,618
-556
-5% -$46.6K 1.11% 21
2016
Q3 		$862K Buy
10,174
+45
+0.4% +$3.77K 1.19% 16
2016
Q2 		$827K Sell
10,129
-1,249
-11% -$104K 1.25% 17
2016
Q1 		$946K Sell
11,378
-1,421
-11% -$107K 1.36% 11
2015
Q4 		$969K Buy
12,799
+194
+2% +$14.2K 1.24% 15
2015
Q3 		$831K Buy
+12,605
New +$883K 1.07% 20
2014
Q2 		– Sell
-9,899
Closed -$720K – 90
2014
Q1 		$720K Buy
9,899
+1,968
+25% +$145K 0.63% 32
2013
Q4 		$588K Buy
+7,931
New +$545K 0.55% 25
2013
Q3 		– Sell
-6,480
Closed -$413K – 97
2013
Q2 		$410K Buy
+6,480
New +$397K 0.42% 23

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Lyons Wealth Management's OMC Position: Q4 2017 in Review

Lyons Wealth Management sold out of Omnicom Group (OMC) in Q4 2017, closing a stake of 9,409 shares — an estimated $694K sold.

Lyons Wealth Management first reported a position in OMC in Q2 2013 and held it in 12 quarters. The position peaked at $969K in Q4 2015. 719 funds tracked by Wall St. Rank hold OMC as of Q4 2017.

  • Lyons Wealth Management reported no remaining Omnicom Group position as of Q4 2017 after selling out during the quarter.
  • Lyons Wealth Management sold 9,409 Omnicom Group shares in Q4 2017, an estimated $694K.
  • Lyons Wealth Management first reported a position in Omnicom Group in Q2 2013 and held it in 12 quarters.
  • Lyons Wealth Management's Omnicom Group position peaked at $969K in Q4 2015.
  • 719 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2017.

Based on Lyons Wealth Management's 13F filing for Q4 2017, filed 8 Feb 2018.