MHS
OMC icon

M Holdings Securities’s Omnicom Group OMC Stock Holding History

M Holdings Securities’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
2023
Q3 		– Sell
-2,279
Closed -$217K – 269
2023
Q2 		$217K Sell
2,279
-50
-2% -$4.64K 0.04% 183
2023
Q1 		$220K Buy
+2,329
New +$206K 0.02% 421

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

M Holdings Securities's OMC Position: Q4 2014 in Review

M Holdings Securities sold out of Omnicom Group (OMC) in Q4 2014, closing a stake of 1,487 shares — an estimated $99K sold.

M Holdings Securities first reported a position in OMC in Q3 2014 and held it in 1 quarter. The position peaked at $99K in Q3 2014. 593 funds tracked by Wall St. Rank hold OMC as of Q4 2014.

  • M Holdings Securities reported no remaining Omnicom Group position as of Q4 2014 after selling out during the quarter.
  • M Holdings Securities sold 1,487 Omnicom Group shares in Q4 2014, an estimated $99K.
  • M Holdings Securities first reported a position in Omnicom Group in Q3 2014 and held it in 1 quarter.
  • M Holdings Securities's Omnicom Group position peaked at $99K in Q3 2014.
  • 593 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2014.

Based on M Holdings Securities's 13F filing for Q4 2014, filed 13 Feb 2015.