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Mountain Capital Investment Advisors’s Omnicom Group OMC Stock Holding History

Mountain Capital Investment 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
Q4 		– Sell
-37
Closed -$3K – 309
2017
Q3 		$3K Hold
37
– – ﹤0.01% 391
2017
Q2 		$3K Buy
+37
New +$3.08K ﹤0.01% 425

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

Mountain Capital Investment Advisors's OMC Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Omnicom Group (OMC) in Q4 2017, closing a stake of 37 shares — an estimated $3K sold.

Mountain Capital Investment Advisors first reported a position in OMC in Q2 2017 and held it in 2 quarters. The position peaked at $3K in Q3 2017. 719 funds tracked by Wall St. Rank hold OMC as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Omnicom Group position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 37 Omnicom Group shares in Q4 2017, an estimated $3K.
  • Mountain Capital Investment Advisors first reported a position in Omnicom Group in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Omnicom Group position peaked at $3K in Q3 2017.
  • 719 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.