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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 $315B AUM 27.84% 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 $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Wealthfront's OMC Position: Q4 2017 in Review

Wealthfront sold out of Omnicom Group (OMC) in Q4 2017, closing a stake of 4,010 shares — an estimated $297K sold.

Wealthfront first reported a position in OMC in Q1 2014 and held it in 14 quarters. The position peaked at $422K in Q3 2016. 720 funds tracked by Wall St. Rank hold OMC as of Q4 2017.

  • Wealthfront reported no remaining Omnicom Group position as of Q4 2017 after selling out during the quarter.
  • Wealthfront sold 4,010 Omnicom Group shares in Q4 2017, an estimated $297K.
  • Wealthfront first reported a position in Omnicom Group in Q1 2014 and held it in 14 quarters.
  • Wealthfront's Omnicom Group position peaked at $422K in Q3 2016.
  • 720 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2017.

Based on Wealthfront's 13F filing for Q4 2017, filed 9 Feb 2018.