Allworth Financial’s John Wiley & Sons Class B WLYB Stock Holding History

Allworth Financial’s Portfolio WLYB Stock Details WLYB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,600	Closed	-$98K	–	953
2018 Q3	$98K	Buy	+1,600	New	+$99.3K	﹤0.01%	217

Other funds holding WLYB

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Allworth Financial's WLYB Position: Q4 2018 in Review

Allworth Financial sold out of John Wiley & Sons Class B (WLYB) in Q4 2018, closing a stake of 1,600 shares — an estimated $98K sold.

Allworth Financial first reported a position in WLYB in Q3 2018 and held it in 1 quarter. The position peaked at $98K in Q3 2018. 10 funds tracked by Wall St. Rank hold WLYB as of Q4 2018.

Allworth Financial reported no remaining John Wiley & Sons Class B position as of Q4 2018 after selling out during the quarter.
Allworth Financial sold 1,600 John Wiley & Sons Class B shares in Q4 2018, an estimated $98K.
Allworth Financial first reported a position in John Wiley & Sons Class B in Q3 2018 and held it in 1 quarter.
Allworth Financial's John Wiley & Sons Class B position peaked at $98K in Q3 2018.
10 funds tracked by Wall St. Rank held John Wiley & Sons Class B as of Q4 2018.

Based on Allworth Financial's 13F filing for Q4 2018, filed 11 Feb 2019.