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Rowland Carmichael Advisors’s Omnicom Group OMC Stock Holding History

Rowland Carmichael 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
Q3 		– Sell
-3,530
Closed -$269K – 361
2018
Q2 		$269K Hold
3,530
– – 0.11% 213
2018
Q1 		$257K Hold
3,530
– – 0.14% 201
2017
Q4 		$257K Hold
3,530
– – 0.13% 206
2017
Q3 		$261K Sell
3,530
-705
-17% -$54.3K 0.14% 189
2017
Q2 		$351K Hold
4,235
– – 0.2% 150
2017
Q1 		$365K Hold
4,235
– – 0.22% 134
2016
Q4 		$360K Sell
4,235
-81
-2% -$6.79K 0.21% 145
2016
Q3 		$367K Hold
4,316
– – 0.23% 132
2016
Q2 		$352K Buy
+4,316
New +$359K 0.22% 140

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 $298B AUM 21.96% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Rowland Carmichael Advisors's OMC Position: Q3 2018 in Review

Rowland Carmichael Advisors sold out of Omnicom Group (OMC) in Q3 2018, closing a stake of 3,530 shares — an estimated $269K sold.

Rowland Carmichael Advisors first reported a position in OMC in Q2 2016 and held it in 9 quarters. The position peaked at $367K in Q3 2016. 702 funds tracked by Wall St. Rank hold OMC as of Q3 2018.

  • Rowland Carmichael Advisors reported no remaining Omnicom Group position as of Q3 2018 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 3,530 Omnicom Group shares in Q3 2018, an estimated $269K.
  • Rowland Carmichael Advisors first reported a position in Omnicom Group in Q2 2016 and held it in 9 quarters.
  • Rowland Carmichael Advisors's Omnicom Group position peaked at $367K in Q3 2016.
  • 702 funds tracked by Wall St. Rank held Omnicom Group as of Q3 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q3 2018, filed 10 Feb 2020.