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

Clinton Group’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
Q2 		– Sell
-8,737
Closed -$470K – 895
2017
Q1 		$470K Buy
+8,737
New +$475K 0.03% 646
2015
Q4 		– Sell
-7,578
Closed -$379K – 889
2015
Q3 		$379K Buy
7,578
+3,735
+97% +$194K 0.04% 501
2015
Q2 		$209K Buy
+3,843
New +$223K 0.03% 537

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HIM
Hermes Investment Management London Uk, United Kingdom $7.52B AUM 20.67% 1-Year Est. Return

Clinton Group's WLY Position: Q2 2017 in Review

Clinton Group sold out of John Wiley & Sons Class A (WLY) in Q2 2017, closing a stake of 8,737 shares — an estimated $470K sold.

Clinton Group first reported a position in WLY in Q2 2015 and held it in 3 quarters. The position peaked at $470K in Q1 2017. 232 funds tracked by Wall St. Rank hold WLY as of Q2 2017.

  • Clinton Group reported no remaining John Wiley & Sons Class A position as of Q2 2017 after selling out during the quarter.
  • Clinton Group sold 8,737 John Wiley & Sons Class A shares in Q2 2017, an estimated $470K.
  • Clinton Group first reported a position in John Wiley & Sons Class A in Q2 2015 and held it in 3 quarters.
  • Clinton Group's John Wiley & Sons Class A position peaked at $470K in Q1 2017.
  • 232 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2017.

Based on Clinton Group's 13F filing for Q2 2017, filed 14 Aug 2017.