WWM
OMC icon

Willingdon Wealth Management’s Omnicom Group OMC Stock Holding History

Willingdon Wealth Management’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
Q1 		– Sell
-151
Closed -$11K – 372
2017
Q4 		$11K Buy
+151
New +$10.8K ﹤0.01% 236

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Willingdon Wealth Management's OMC Position: Q1 2018 in Review

Willingdon Wealth Management sold out of Omnicom Group (OMC) in Q1 2018, closing a stake of 151 shares — an estimated $11K sold.

Willingdon Wealth Management first reported a position in OMC in Q4 2017 and held it in 1 quarter. The position peaked at $11K in Q4 2017. 712 funds tracked by Wall St. Rank hold OMC as of Q1 2018.

  • Willingdon Wealth Management reported no remaining Omnicom Group position as of Q1 2018 after selling out during the quarter.
  • Willingdon Wealth Management sold 151 Omnicom Group shares in Q1 2018, an estimated $11K.
  • Willingdon Wealth Management first reported a position in Omnicom Group in Q4 2017 and held it in 1 quarter.
  • Willingdon Wealth Management's Omnicom Group position peaked at $11K in Q4 2017.
  • 712 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2018.

Based on Willingdon Wealth Management's 13F filing for Q1 2018, filed 8 May 2018.