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Wellesley Investment Partners’s Omnicom Group OMC Stock Holding History

Wellesley Investment Partners’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
Q4 		– Sell
-10,394
Closed -$707K – 128
2018
Q3 		$707K Buy
10,394
+1,355
+15% +$95K 0.23% 72
2018
Q2 		$689K Buy
9,039
+35
+0.4% +$2.58K 0.24% 71
2018
Q1 		$654K Buy
9,004
+133
+1% +$9.97K 0.24% 71
2017
Q4 		$646K Buy
8,871
+1,467
+20% +$105K 0.24% 70
2017
Q3 		$548K Sell
7,404
-90
-1% -$6.93K 0.22% 76
2017
Q2 		$621K Buy
7,494
+606
+9% +$50.5K 0.26% 69
2017
Q1 		$593K Buy
+6,888
New +$588K 0.26% 69

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellesley Investment Partners's OMC Position: Q4 2018 in Review

Wellesley Investment Partners sold out of Omnicom Group (OMC) in Q4 2018, closing a stake of 10,394 shares — an estimated $707K sold.

Wellesley Investment Partners first reported a position in OMC in Q1 2017 and held it in 7 quarters. The position peaked at $707K in Q3 2018. 736 funds tracked by Wall St. Rank hold OMC as of Q4 2018.

  • Wellesley Investment Partners reported no remaining Omnicom Group position as of Q4 2018 after selling out during the quarter.
  • Wellesley Investment Partners sold 10,394 Omnicom Group shares in Q4 2018, an estimated $707K.
  • Wellesley Investment Partners first reported a position in Omnicom Group in Q1 2017 and held it in 7 quarters.
  • Wellesley Investment Partners's Omnicom Group position peaked at $707K in Q3 2018.
  • 736 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2018.

Based on Wellesley Investment Partners's 13F filing for Q4 2018, filed 13 Feb 2019.