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BlackRock Institutional Trust’s John Wiley & Sons Class A WLY Stock Holding History

BlackRock Institutional Trust’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
2016
Q4 		$74.9M Buy
1,374,134
+43,456
+3% +$2.32M 0.01% 1095
2016
Q3 		$68.7M Sell
1,330,678
-68,307
-5% -$3.74M 0.01% 1100
2016
Q2 		$73M Sell
1,398,985
-29,539
-2% -$1.49M 0.01% 1022
2016
Q1 		$69.8M Sell
1,428,524
-49,710
-3% -$2.17M 0.01% 1032
2015
Q4 		$66.6M Buy
1,478,234
+69,388
+5% +$3.44M 0.01% 1082
2015
Q3 		$70.5M Sell
1,408,846
-8,020
-0.6% -$417K 0.01% 1034
2015
Q2 		$77M Buy
1,416,866
+118,015
+9% +$6.85M 0.01% 1056
2015
Q1 		$79.4M Buy
1,298,851
+50,924
+4% +$3.13M 0.01% 1057
2014
Q4 		$73.9M Sell
1,247,927
-15,457
-1% -$889K 0.01% 1054
2014
Q3 		$70.9M Sell
1,263,384
-31,281
-2% -$1.86M 0.01% 1053
2014
Q2 		$78.4M Sell
1,294,665
-13,375
-1% -$760K 0.01% 1032
2014
Q1 		$75.4M Buy
1,308,040
+40,514
+3% +$2.25M 0.01% 1040
2013
Q4 		$70M Buy
1,267,526
+77,388
+7% +$3.91M 0.01% 1065
2013
Q3 		$56.8M Sell
1,190,138
-53,824
-4% -$2.41M 0.01% 1121
2013
Q2 		$49.9M Buy
+1,243,962
New +$48.3M 0.01% 1155

Other funds holding WLY

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

BlackRock Institutional Trust's WLY Position: Q4 2016 in Review

BlackRock Institutional Trust increased its John Wiley & Sons Class A (WLY) stake by 3.3% in Q4 2016, buying an estimated $2.32M and bringing the position to 1,374,134 shares worth $74.9M. The position accounts for 0.01% of the portfolio, ranked #1095.

BlackRock Institutional Trust first reported a position in WLY in Q2 2013 and has held it in 15 quarters since. The position peaked at $79.4M in Q1 2015. 228 funds tracked by Wall St. Rank hold WLY as of Q4 2016.

  • BlackRock Institutional Trust held 1,374,134 shares of John Wiley & Sons Class A worth $74.9M as of Q4 2016.
  • BlackRock Institutional Trust bought 43,456 John Wiley & Sons Class A shares in Q4 2016, an estimated $2.32M.
  • John Wiley & Sons Class A made up 0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1095 holding.
  • BlackRock Institutional Trust first reported a position in John Wiley & Sons Class A in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Institutional Trust's John Wiley & Sons Class A position peaked at $79.4M in Q1 2015.
  • 228 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.