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CNA Financial’s John Wiley & Sons Class A WLY Stock Holding History

CNA Financial’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
2014
Q4 		– Sell
-3,948
Closed -$222K – 199
2014
Q3 		$222K Sell
3,948
-1,000
-20% -$59.5K 0.04% 191
2014
Q2 		$300K Sell
4,948
-5,852
-54% -$333K 0.05% 188
2014
Q1 		$623K Hold
10,800
– – 0.12% 159
2013
Q4 		$596K Hold
10,800
– – 0.12% 163
2013
Q3 		$515K Hold
10,800
– – 0.1% 170
2013
Q2 		$433K Buy
+10,800
New +$419K 0.09% 164

Other funds holding WLY

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CNA Financial's WLY Position: Q4 2014 in Review

CNA Financial sold out of John Wiley & Sons Class A (WLY) in Q4 2014, closing a stake of 3,948 shares — an estimated $222K sold.

CNA Financial first reported a position in WLY in Q2 2013 and held it in 6 quarters. The position peaked at $623K in Q1 2014. 232 funds tracked by Wall St. Rank hold WLY as of Q4 2014.

  • CNA Financial reported no remaining John Wiley & Sons Class A position as of Q4 2014 after selling out during the quarter.
  • CNA Financial sold 3,948 John Wiley & Sons Class A shares in Q4 2014, an estimated $222K.
  • CNA Financial first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 6 quarters.
  • CNA Financial's John Wiley & Sons Class A position peaked at $623K in Q1 2014.
  • 232 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2014.

Based on CNA Financial's 13F filing for Q4 2014, filed 12 Feb 2015.