OPWM
OMC icon

Oak Point Wealth Management’s Omnicom Group OMC Stock Holding History

Oak Point 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
2018
Q1 		$399K Buy
5,604
+2,696
+93% +$202K 0.41% 65
2017
Q4 		$219K Buy
+2,908
New +$209K 0.22% 99

Other funds holding OMC

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oak Point Wealth Management's OMC Position: Q1 2018 in Review

Oak Point Wealth Management increased its Omnicom Group (OMC) stake by 93% in Q1 2018, buying an estimated $202K and bringing the position to 5,604 shares worth $399K. The position accounts for 0.41% of the portfolio, ranked #65.

Oak Point Wealth Management first reported a position in OMC in Q4 2017 and has held it in 2 quarters since. 713 funds tracked by Wall St. Rank hold OMC as of Q1 2018.

  • Oak Point Wealth Management held 5,604 shares of Omnicom Group worth $399K as of Q1 2018.
  • Oak Point Wealth Management bought 2,696 Omnicom Group shares in Q1 2018, an estimated $202K.
  • Omnicom Group made up 0.41% of Oak Point Wealth Management's portfolio in Q1 2018, its #65 holding.
  • Oak Point Wealth Management first reported a position in Omnicom Group in Q4 2017 and has held it in 2 quarters since.
  • 713 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.