WMS Partners’s Omnicom Group OMC Stock Holding History

WMS 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
2020 Q4	–	Sell	-11,070	Closed	-$548K	–	247
2020 Q3	$548K	Hold	11,070	–	–	0.11%	104
2020 Q2	$604K	Hold	11,070	–	–	0.13%	99
2020 Q1	$608K	Hold	11,070	–	–	0.17%	69
2019 Q4	$897K	Hold	11,070	–	–	0.2%	67
2019 Q3	$867K	Hold	11,070	–	–	0.21%	70
2019 Q2	$907K	Hold	11,070	–	–	0.22%	65
2019 Q1	$808K	Hold	11,070	–	–	0.2%	72
2018 Q4	$811K	Hold	11,070	–	–	0.23%	65
2018 Q3	$753K	Sell	11,070 -125	-1%	-$8.77K	0.08%	94
2018 Q2	$854K	Sell	11,195 -15	-0.1%	-$1.11K	0.1%	89
2018 Q1	$815K	Buy	11,210 +6,695	+148%	+$502K	0.1%	85
2017 Q4	$329K	Sell	4,515 -120	-3%	-$8.61K	0.04%	172
2017 Q3	$343K	Sell	4,635 -15	-0.3%	-$1.16K	0.04%	159
2017 Q2	$385K	Buy	4,650 +55	+1%	+$4.59K	0.05%	146
2017 Q1	$396K	Hold	4,595	–	–	0.05%	136
2016 Q4	$391K	Buy	+4,595	New	+$385K	0.05%	132

Other funds holding OMC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return