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Aris Wealth Services’s John Wiley & Sons Class A WLY Stock Holding History

Aris Wealth Services’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
2015
Q3 		– Sell
-415
Closed -$23K – 497
2015
Q2 		$23K Hold
415
– – 0.02% 301
2015
Q1 		$25K Buy
+415
New +$25.5K 0.02% 296

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aris Wealth Services's WLY Position: Q3 2015 in Review

Aris Wealth Services sold out of John Wiley & Sons Class A (WLY) in Q3 2015, closing a stake of 415 shares — an estimated $23K sold.

Aris Wealth Services first reported a position in WLY in Q1 2015 and held it in 2 quarters. The position peaked at $25K in Q1 2015. 235 funds tracked by Wall St. Rank hold WLY as of Q3 2015.

  • Aris Wealth Services reported no remaining John Wiley & Sons Class A position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 415 John Wiley & Sons Class A shares in Q3 2015, an estimated $23K.
  • Aris Wealth Services first reported a position in John Wiley & Sons Class A in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's John Wiley & Sons Class A position peaked at $25K in Q1 2015.
  • 235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.