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Mariner Wealth Advisors (Cincinnati)’s Omnicom Group OMC Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
2014
Q4 		– Sell
-8,196
Closed -$564K – 183
2014
Q3 		$564K Buy
+8,196
New +$585K 0.09% 94
2013
Q3 		– Sell
-3,457
Closed -$217K – 126
2013
Q2 		$217K Buy
+3,457
New +$212K 0.04% 120

Other funds holding OMC

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s OMC Position: Q4 2014 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Omnicom Group (OMC) in Q4 2014, closing a stake of 8,196 shares — an estimated $564K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in OMC in Q2 2013 and held it in 2 quarters. The position peaked at $564K in Q3 2014. 593 funds tracked by Wall St. Rank hold OMC as of Q4 2014.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Omnicom Group position as of Q4 2014 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 8,196 Omnicom Group shares in Q4 2014, an estimated $564K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Omnicom Group in Q2 2013 and held it in 2 quarters.
  • Mariner Wealth Advisors (Cincinnati)'s Omnicom Group position peaked at $564K in Q3 2014.
  • 593 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2014.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q4 2014, filed 10 Feb 2015.