WIL
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Winifred I. Li’s Omnicom Group OMC Stock Holding History

Winifred I. Li’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
2014
Q4 		$1.16M Buy
14,941
+5,031
+51% +$367K 1.09% 18
2014
Q3 		$683K Buy
+9,910
New +$707K 0.65% 50
2013
Q3 		– Sell
-21,405
Closed -$1.34M – 385
2013
Q2 		$1.34M Buy
+21,405
New +$1.31M 1.25% 15

Other funds holding OMC

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Winifred I. Li's OMC Position: Q4 2014 in Review

Winifred I. Li increased its Omnicom Group (OMC) stake by 51% in Q4 2014, buying an estimated $367K and bringing the position to 14,941 shares worth $1.16M. The position accounts for 1.09% of the portfolio, ranked #18.

Winifred I. Li first reported a position in OMC in Q2 2013 and has held it in 3 quarters since. The position peaked at $1.34M in Q2 2013. 595 funds tracked by Wall St. Rank hold OMC as of Q4 2014.

  • Winifred I. Li held 14,941 shares of Omnicom Group worth $1.16M as of Q4 2014.
  • Winifred I. Li bought 5,031 Omnicom Group shares in Q4 2014, an estimated $367K.
  • Omnicom Group made up 1.09% of Winifred I. Li's portfolio in Q4 2014, its #18 holding.
  • Winifred I. Li first reported a position in Omnicom Group in Q2 2013 and has held it in 3 quarters since.
  • Winifred I. Li's Omnicom Group position peaked at $1.34M in Q2 2013.
  • 595 funds tracked by Wall St. Rank held Omnicom Group as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.