Capital Research Global Investors’s John Wiley & Sons Class A WLY Stock Holding History

Capital Research Global Investors’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 Q2	–	Sell	-726,800	Closed	-$35.5M	–	433
2016 Q1	$35.5M	Sell	726,800 -178,000	-20%	-$7.77M	0.01%	350
2015 Q4	$40.7M	Hold	904,800	–	–	0.01%	347
2015 Q3	$45.3M	Sell	904,800 -54,000	-6%	-$2.81M	0.02%	346
2015 Q2	$52.1M	Sell	958,800 -1,573,130	-62%	-$91.3M	0.02%	339
2015 Q1	$155M	Sell	2,531,930 -903,753	-26%	-$55.5M	0.05%	264
2014 Q4	$204M	Sell	3,435,683 -85,000	-2%	-$4.89M	0.07%	238
2014 Q3	$198M	Hold	3,520,683	–	–	0.07%	239
2014 Q2	$213M	Hold	3,520,683	–	–	0.07%	224
2014 Q1	$203M	Buy	3,520,683 +110,000	+3%	+$6.11M	0.07%	221
2013 Q4	$188M	Buy	3,410,683 +207,200	+6%	+$10.5M	0.07%	216
2013 Q3	$153M	Buy	3,203,483 +461,500	+17%	+$20.6M	0.06%	241
2013 Q2	$110M	Buy	+2,741,983	New	+$106M	0.05%	255

Other funds holding WLY

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors's WLY Position: Q2 2016 in Review

Capital Research Global Investors sold out of John Wiley & Sons Class A (WLY) in Q2 2016, closing a stake of 726,800 shares — an estimated $35.5M sold.

Capital Research Global Investors first reported a position in WLY in Q2 2013 and held it in 12 quarters. The position peaked at $213M in Q2 2014. 246 funds tracked by Wall St. Rank hold WLY as of Q2 2016.

Capital Research Global Investors reported no remaining John Wiley & Sons Class A position as of Q2 2016 after selling out during the quarter.
Capital Research Global Investors sold 726,800 John Wiley & Sons Class A shares in Q2 2016, an estimated $35.5M.
Capital Research Global Investors first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 12 quarters.
Capital Research Global Investors's John Wiley & Sons Class A position peaked at $213M in Q2 2014.
246 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2016.

Based on Capital Research Global Investors's 13F filing for Q2 2016, filed 15 Aug 2016.