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Transform Wealth’s Omnicom Group OMC Stock Holding History

Transform Wealth’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
Q2 		– Sell
-3,750
Closed -$273K – 228
2018
Q1 		$273K Sell
3,750
-1,127
-23% -$84.5K 0.05% 209
2017
Q4 		$355K Sell
4,877
-173
-3% -$12.4K 0.07% 205
2017
Q3 		$374K Buy
+5,050
New +$389K 0.13% 166
2017
Q2 		– Sell
-4,200
Closed -$362K – 128
2017
Q1 		$362K Hold
4,200
– – 0.14% 168
2016
Q4 		$357K Hold
4,200
– – 0.14% 167
2016
Q3 		$357K Hold
4,200
– – 0.15% 163
2016
Q2 		$342K Buy
+4,200
New +$349K 0.14% 164

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Transform Wealth's OMC Position: Q2 2018 in Review

Transform Wealth sold out of Omnicom Group (OMC) in Q2 2018, closing a stake of 3,750 shares — an estimated $273K sold.

Transform Wealth first reported a position in OMC in Q2 2016 and held it in 7 quarters. The position peaked at $374K in Q3 2017. 724 funds tracked by Wall St. Rank hold OMC as of Q2 2018.

  • Transform Wealth reported no remaining Omnicom Group position as of Q2 2018 after selling out during the quarter.
  • Transform Wealth sold 3,750 Omnicom Group shares in Q2 2018, an estimated $273K.
  • Transform Wealth first reported a position in Omnicom Group in Q2 2016 and held it in 7 quarters.
  • Transform Wealth's Omnicom Group position peaked at $374K in Q3 2017.
  • 724 funds tracked by Wall St. Rank held Omnicom Group as of Q2 2018.

Based on Transform Wealth's 13F filing for Q2 2018, filed 3 Aug 2018.