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Regal Investment Advisors’s Omnicom Group OMC Stock Holding History

Regal 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
2015
Q4 		– Sell
-1,400
Closed -$92K – 686
2015
Q3 		$92K Hold
1,400
– – 0.02% 352
2015
Q2 		$97K Sell
1,400
-800
-36% -$60.4K 0.03% 339
2015
Q1 		$172K Hold
2,200
– – 0.04% 270
2014
Q4 		$170K Buy
2,200
+58
+3% +$4.23K 0.05% 246
2014
Q3 		$147K Buy
2,142
+4
+0.2% +$285 0.04% 259
2014
Q2 		$152K Buy
2,138
+4
+0.2% +$279 0.05% 230
2014
Q1 		$155K Buy
2,134
+4
+0.2% +$294 0.07% 216
2013
Q4 		$158K Buy
+2,130
New +$146K 0.09% 165

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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Regal Investment Advisors's OMC Position: Q4 2015 in Review

Regal Investment Advisors sold out of Omnicom Group (OMC) in Q4 2015, closing a stake of 1,400 shares — an estimated $92K sold.

Regal Investment Advisors first reported a position in OMC in Q4 2013 and held it in 8 quarters. The position peaked at $172K in Q1 2015. 637 funds tracked by Wall St. Rank hold OMC as of Q4 2015.

  • Regal Investment Advisors reported no remaining Omnicom Group position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 1,400 Omnicom Group shares in Q4 2015, an estimated $92K.
  • Regal Investment Advisors first reported a position in Omnicom Group in Q4 2013 and held it in 8 quarters.
  • Regal Investment Advisors's Omnicom Group position peaked at $172K in Q1 2015.
  • 637 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.