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Baird’s John Wiley & Sons Class A WLY Stock Holding History

Baird’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
Q1 		$1.42M Sell
23,145
-81,235
-78% -$4.99M 0.01% 651
2014
Q4 		$6.18M Buy
+104,380
New +$6M 0.07% 293
2014
Q1 		– Sell
-19,208
Closed -$1.06M – 1171
2013
Q4 		$1.06M Buy
19,208
+134
+0.7% +$6.78K 0.02% 605
2013
Q3 		$910K Buy
19,074
+763
+4% +$34.1K 0.02% 613
2013
Q2 		$734K Buy
+18,311
New +$711K 0.01% 648

Other funds holding WLY

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baird's WLY Position: Q1 2015 in Review

Baird reduced its John Wiley & Sons Class A (WLY) stake by 78% in Q1 2015, selling an estimated $4.99M and leaving 23,145 shares worth $1.42M. The position accounts for 0.01% of the portfolio, ranked #651.

Baird first reported a position in WLY in Q2 2013 and has held it in 5 quarters since. The position peaked at $6.18M in Q4 2014. 243 funds tracked by Wall St. Rank hold WLY as of Q1 2015.

  • Baird held 23,145 shares of John Wiley & Sons Class A worth $1.42M as of Q1 2015.
  • Baird sold 81,235 John Wiley & Sons Class A shares in Q1 2015, an estimated $4.99M.
  • John Wiley & Sons Class A made up 0.01% of Baird's portfolio in Q1 2015, its #651 holding.
  • Baird first reported a position in John Wiley & Sons Class A in Q2 2013 and has held it in 5 quarters since.
  • Baird's John Wiley & Sons Class A position peaked at $6.18M in Q4 2014.
  • 243 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.