Wealthfront’s Omnicom Group OMC Stock Holding History

Wealthfront’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
2017 Q4	–	Sell	-4,010	Closed	-$297K	–	520
2017 Q3	$297K	Sell	4,010 -261	-6%	-$20.1K	﹤0.01%	425
2017 Q2	$354K	Sell	4,271 -324	-7%	-$27K	0.01%	351
2017 Q1	$396K	Sell	4,595 -55	-1%	-$4.69K	0.01%	273
2016 Q4	$396K	Sell	4,650 -317	-6%	-$26.6K	0.01%	240
2016 Q3	$422K	Buy	4,967 +1,047	+27%	+$87.8K	0.01%	211
2016 Q2	$319K	Buy	3,920 +205	+6%	+$17K	0.01%	245
2016 Q1	$309K	Buy	+3,715	New	+$280K	0.01%	237
2015 Q4	–	Sell	-1,616	Closed	-$106K	–	814
2015 Q3	$106K	Buy	1,616 +571	+55%	+$40K	﹤0.01%	398
2015 Q2	$73K	Sell	1,045 -180	-15%	-$13.6K	﹤0.01%	456
2015 Q1	$96K	Buy	1,225 +399	+48%	+$30.5K	﹤0.01%	389
2014 Q4	$64K	Sell	826 -361	-30%	-$26.3K	﹤0.01%	438
2014 Q3	$82K	Buy	1,187 +738	+164%	+$52.7K	0.01%	322
2014 Q2	$33K	Sell	449 -1,788	-80%	-$125K	﹤0.01%	434
2014 Q1	$162K	Buy	+2,237	New	+$164K	0.02%	73

Other funds holding OMC

Massachusetts Financial Services

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return