Mosaic Family Wealth’s Omnicom Group OMC Stock Holding History

Mosaic Family Wealth’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	-16	Closed	-$1K	–	850
2017 Q3	$1K	Buy	+16	New	+$1.23K	﹤0.01%	883

Other funds holding OMC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

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 Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Mosaic Family Wealth's OMC Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Omnicom Group (OMC) in Q4 2017, closing a stake of 16 shares — an estimated $1K sold.

Mosaic Family Wealth first reported a position in OMC in Q3 2017 and held it in 1 quarter. The position peaked at $1K in Q3 2017. 719 funds tracked by Wall St. Rank hold OMC as of Q4 2017.

Mosaic Family Wealth reported no remaining Omnicom Group position as of Q4 2017 after selling out during the quarter.
Mosaic Family Wealth sold 16 Omnicom Group shares in Q4 2017, an estimated $1K.
Mosaic Family Wealth first reported a position in Omnicom Group in Q3 2017 and held it in 1 quarter.
Mosaic Family Wealth's Omnicom Group position peaked at $1K in Q3 2017.
719 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.