Rothschild & Co Wealth Management (UK)’s Omnicom Group OMC Stock Holding History

Rothschild & Co Wealth Management (UK)’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 Q3	–	Sell	-2,000	Closed	-$139K	–	59
2015 Q2	$139K	Hold	2,000	–	–	0.01%	38
2015 Q1	$156K	Hold	2,000	–	–	0.02%	63
2014 Q4	$155K	Hold	2,000	–	–	0.02%	38
2014 Q3	$138K	Hold	2,000	–	–	0.02%	41
2014 Q2	$142K	Hold	2,000	–	–	0.02%	45
2014 Q1	$145K	Buy	+2,000	New	+$147K	0.02%	44

Other funds holding OMC

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

Rothschild & Co Wealth Management (UK)'s OMC Position: Q3 2015 in Review

Rothschild & Co Wealth Management (UK) sold out of Omnicom Group (OMC) in Q3 2015, closing a stake of 2,000 shares — an estimated $139K sold.

Rothschild & Co Wealth Management (UK) first reported a position in OMC in Q1 2014 and held it in 6 quarters. The position peaked at $156K in Q1 2015. 613 funds tracked by Wall St. Rank hold OMC as of Q3 2015.

Rothschild & Co Wealth Management (UK) reported no remaining Omnicom Group position as of Q3 2015 after selling out during the quarter.
Rothschild & Co Wealth Management (UK) sold 2,000 Omnicom Group shares in Q3 2015, an estimated $139K.
Rothschild & Co Wealth Management (UK) first reported a position in Omnicom Group in Q1 2014 and held it in 6 quarters.
Rothschild & Co Wealth Management (UK)'s Omnicom Group position peaked at $156K in Q1 2015.
613 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2015.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q3 2015, filed 19 Dec 2019.