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

Aperio Group’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
2019 Q3	–	Sell	-62	Closed	-$3K	–	2766
2019 Q2	$3K	Buy	+62	New	+$2.81K	﹤0.01%	2899

Other funds holding WLYB

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Aperio Group's WLYB Position: Q3 2019 in Review

Aperio Group sold out of John Wiley & Sons Class B (WLYB) in Q3 2019, closing a stake of 62 shares — an estimated $3K sold.

Aperio Group first reported a position in WLYB in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 12 funds tracked by Wall St. Rank hold WLYB as of Q3 2019.

Aperio Group reported no remaining John Wiley & Sons Class B position as of Q3 2019 after selling out during the quarter.
Aperio Group sold 62 John Wiley & Sons Class B shares in Q3 2019, an estimated $3K.
Aperio Group first reported a position in John Wiley & Sons Class B in Q2 2019 and held it in 1 quarter.
Aperio Group's John Wiley & Sons Class B position peaked at $3K in Q2 2019.
12 funds tracked by Wall St. Rank held John Wiley & Sons Class B as of Q3 2019.

Based on Aperio Group's 13F filing for Q3 2019, filed 6 Nov 2019.