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River Wealth Advisors’s Omnicom Group OMC Stock Holding History

River Wealth 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
2018
Q4 		– Sell
-284
Closed -$19K – 577
2018
Q3 		$19K Buy
284
+97
+52% +$6.8K 0.01% 384
2018
Q2 		$14K Buy
+187
New +$13.8K 0.01% 410

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $6.16B AUM 3.55% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

River Wealth Advisors's OMC Position: Q4 2018 in Review

River Wealth Advisors sold out of Omnicom Group (OMC) in Q4 2018, closing a stake of 284 shares — an estimated $19K sold.

River Wealth Advisors first reported a position in OMC in Q2 2018 and held it in 2 quarters. The position peaked at $19K in Q3 2018. 737 funds tracked by Wall St. Rank hold OMC as of Q4 2018.

  • River Wealth Advisors reported no remaining Omnicom Group position as of Q4 2018 after selling out during the quarter.
  • River Wealth Advisors sold 284 Omnicom Group shares in Q4 2018, an estimated $19K.
  • River Wealth Advisors first reported a position in Omnicom Group in Q2 2018 and held it in 2 quarters.
  • River Wealth Advisors's Omnicom Group position peaked at $19K in Q3 2018.
  • 737 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2018.

Based on River Wealth Advisors's 13F filing for Q4 2018, filed 25 Jan 2019.