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Windsor Capital Management’s Omnicom Group OMC Stock Holding History

Windsor Capital 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
2015
Q4 		– Sell
-143
Closed -$9K – 323
2015
Q3 		$9K Buy
+143
New +$10K 0.01% 344
2014
Q1 		– Sell
-1,527
Closed -$114K – 225
2013
Q4 		$114K Sell
1,527
-709
-32% -$48.8K 0.07% 112
2013
Q3 		$142K Buy
2,236
+643
+40% +$41K 0.08% 87
2013
Q2 		$100K Buy
+1,593
New +$97.7K 0.06% 104

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
IC
Institutional Capital Chicago, Illinois $6.75B AUM 3.44% 1-Year Est. Return

Windsor Capital Management's OMC Position: Q4 2015 in Review

Windsor Capital Management sold out of Omnicom Group (OMC) in Q4 2015, closing a stake of 143 shares — an estimated $9K sold.

Windsor Capital Management first reported a position in OMC in Q2 2013 and held it in 4 quarters. The position peaked at $142K in Q3 2013. 638 funds tracked by Wall St. Rank hold OMC as of Q4 2015.

  • Windsor Capital Management reported no remaining Omnicom Group position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 143 Omnicom Group shares in Q4 2015, an estimated $9K.
  • Windsor Capital Management first reported a position in Omnicom Group in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's Omnicom Group position peaked at $142K in Q3 2013.
  • 638 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.