Optimum Investment Advisors’s Omnicom Group OMC Stock Holding History

Optimum 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
2020 Q2	–	Sell	-240	Closed	-$13K	–	904
2020 Q1	$13K	Hold	240	–	–	0.01%	645
2019 Q4	$19K	Hold	240	–	–	0.01%	680
2019 Q3	$19K	Hold	240	–	–	0.01%	688
2019 Q2	$20K	Hold	240	–	–	0.01%	677
2019 Q1	$18K	Hold	240	–	–	0.01%	712
2018 Q4	$18K	Hold	240	–	–	0.01%	671
2018 Q3	$16K	Hold	240	–	–	﹤0.01%	776
2018 Q2	$18K	Hold	240	–	–	0.01%	754
2018 Q1	$17K	Buy	+240	New	+$18K	0.01%	733
2015 Q1	$194K	Hold	2,497	–	–	0.06%	288
2014 Q4	$193K	Hold	2,497	–	–	0.06%	271
2014 Q3	$172K	Hold	2,497	–	–	0.06%	281
2014 Q2	$178K	Buy	2,497 +17	+0.7%	+$1.18K	0.06%	273
2014 Q1	$180K	Hold	2,480	–	–	0.07%	236
2013 Q4	$184K	Hold	2,480	–	–	0.07%	229
2013 Q3	$157K	Buy	+2,480	New	+$158K	0.06%	233

Other funds holding OMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Optimum Investment Advisors's OMC Position: Q2 2020 in Review

Optimum Investment Advisors sold out of Omnicom Group (OMC) in Q2 2020, closing a stake of 240 shares — an estimated $13K sold.

Optimum Investment Advisors first reported a position in OMC in Q3 2013 and held it in 16 quarters. The position peaked at $194K in Q1 2015. 706 funds tracked by Wall St. Rank hold OMC as of Q2 2020.

Optimum Investment Advisors reported no remaining Omnicom Group position as of Q2 2020 after selling out during the quarter.
Optimum Investment Advisors sold 240 Omnicom Group shares in Q2 2020, an estimated $13K.
Optimum Investment Advisors first reported a position in Omnicom Group in Q3 2013 and held it in 16 quarters.
Optimum Investment Advisors's Omnicom Group position peaked at $194K in Q1 2015.
706 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2020.

Based on Optimum Investment Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.