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Acrospire Investment Management’s John Wiley & Sons Class A WLY Stock Holding History

Acrospire Investment Management’s Portfolio WLY Stock Details WLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,538
Closed -$81K – 1432
2017
Q2 		$81K Sell
1,538
-300
-16% -$15.7K 0.08% 390
2017
Q1 		$99K Sell
1,838
-500
-21% -$27.2K 0.08% 326
2016
Q4 		$127K Buy
+2,338
New +$125K 0.05% 737
2016
Q2 		– Sell
-440
Closed -$22K – 2305
2016
Q1 		$22K Buy
+440
New +$19.2K 0.02% 1502

Other funds holding WLY

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Acrospire Investment Management's WLY Position: Q3 2017 in Review

Acrospire Investment Management sold out of John Wiley & Sons Class A (WLY) in Q3 2017, closing a stake of 1,538 shares — an estimated $81K sold.

Acrospire Investment Management first reported a position in WLY in Q1 2016 and held it in 4 quarters. The position peaked at $127K in Q4 2016. 231 funds tracked by Wall St. Rank hold WLY as of Q3 2017.

  • Acrospire Investment Management reported no remaining John Wiley & Sons Class A position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,538 John Wiley & Sons Class A shares in Q3 2017, an estimated $81K.
  • Acrospire Investment Management first reported a position in John Wiley & Sons Class A in Q1 2016 and held it in 4 quarters.
  • Acrospire Investment Management's John Wiley & Sons Class A position peaked at $127K in Q4 2016.
  • 231 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.