Ameriprise
WLYB icon

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

Ameriprise’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
2014
Q4 		– Sell
-20
Closed -$1K – 4434
2014
Q3 		$1K Sell
20
-20
-50% -$1.2K ﹤0.01% 5590
2014
Q2 		$2K Hold
40
– – ﹤0.01% 5235
2014
Q1 		$2K Hold
40
– – ﹤0.01% 5073
2013
Q4 		$2K Hold
40
– – ﹤0.01% 4897
2013
Q3 		$2K Hold
40
– – ﹤0.01% 5415
2013
Q2 		$2K Buy
+40
New +$1.57K ﹤0.01% 5341

Other funds holding WLYB

CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
RMCM
Reynders McVeigh Capital Management Boston, Massachusetts $1.98B AUM 23.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $7.73B AUM 14.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise's WLYB Position: Q4 2014 in Review

Ameriprise sold out of John Wiley & Sons Class B (WLYB) in Q4 2014, closing a stake of 20 shares — an estimated $1K sold.

Ameriprise first reported a position in WLYB in Q2 2013 and held it in 6 quarters. The position peaked at $2K in Q2 2014. 16 funds tracked by Wall St. Rank hold WLYB as of Q4 2014.

  • Ameriprise reported no remaining John Wiley & Sons Class B position as of Q4 2014 after selling out during the quarter.
  • Ameriprise sold 20 John Wiley & Sons Class B shares in Q4 2014, an estimated $1K.
  • Ameriprise first reported a position in John Wiley & Sons Class B in Q2 2013 and held it in 6 quarters.
  • Ameriprise's John Wiley & Sons Class B position peaked at $2K in Q2 2014.
  • 16 funds tracked by Wall St. Rank held John Wiley & Sons Class B as of Q4 2014.

Based on Ameriprise's 13F filing for Q4 2014, filed 13 Feb 2015.