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Buckingham Strategic Wealth’s John Wiley & Sons Class A WLY Stock Holding History

Buckingham Strategic Wealth’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
2017
Q3 		– Sell
-3,800
Closed -$200K – 309
2017
Q2 		$200K Hold
3,800
– – 0.05% 283
2017
Q1 		$204K Hold
3,800
– – 0.06% 246
2016
Q4 		$207K Buy
+3,800
New +$203K 0.07% 217
2015
Q3 		– Sell
-3,800
Closed -$207K – 234
2015
Q2 		$207K Buy
+3,800
New +$221K 0.07% 207

Other funds holding WLY

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Buckingham Strategic Wealth's WLY Position: Q3 2017 in Review

Buckingham Strategic Wealth sold out of John Wiley & Sons Class A (WLY) in Q3 2017, closing a stake of 3,800 shares — an estimated $200K sold.

Buckingham Strategic Wealth first reported a position in WLY in Q2 2015 and held it in 4 quarters. The position peaked at $207K in Q4 2016. 231 funds tracked by Wall St. Rank hold WLY as of Q3 2017.

  • Buckingham Strategic Wealth reported no remaining John Wiley & Sons Class A position as of Q3 2017 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 3,800 John Wiley & Sons Class A shares in Q3 2017, an estimated $200K.
  • Buckingham Strategic Wealth first reported a position in John Wiley & Sons Class A in Q2 2015 and held it in 4 quarters.
  • Buckingham Strategic Wealth's John Wiley & Sons Class A position peaked at $207K in Q4 2016.
  • 231 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2017.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2017, filed 8 Nov 2017.