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Bay Colony Advisors’s John Wiley & Sons Class A WLY Stock Holding History

Bay Colony Advisors’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
2018
Q3 		– Sell
-100
Closed -$6K – 905
2018
Q2 		$6K Buy
+100
New +$6.64K ﹤0.01% 749

Other funds holding WLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Bay Colony Advisors's WLY Position: Q3 2018 in Review

Bay Colony Advisors sold out of John Wiley & Sons Class A (WLY) in Q3 2018, closing a stake of 100 shares — an estimated $6K sold.

Bay Colony Advisors first reported a position in WLY in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 268 funds tracked by Wall St. Rank hold WLY as of Q3 2018.

  • Bay Colony Advisors reported no remaining John Wiley & Sons Class A position as of Q3 2018 after selling out during the quarter.
  • Bay Colony Advisors sold 100 John Wiley & Sons Class A shares in Q3 2018, an estimated $6K.
  • Bay Colony Advisors first reported a position in John Wiley & Sons Class A in Q2 2018 and held it in 1 quarter.
  • Bay Colony Advisors's John Wiley & Sons Class A position peaked at $6K in Q2 2018.
  • 268 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2018.

Based on Bay Colony Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.