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Columbia Asset Management’s John Wiley & Sons Class A WLY Stock Holding History

Columbia Asset Management’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
2018
Q4 		– Sell
-1,927
Closed -$117K – 222
2018
Q3 		$117K Buy
+1,927
New +$120K 0.03% 211
2017
Q1 		– Sell
-1,927
Closed -$105K – 213
2016
Q4 		$105K Buy
+1,927
New +$103K 0.04% 211

Other funds holding WLY

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Columbia Asset Management's WLY Position: Q4 2018 in Review

Columbia Asset Management sold out of John Wiley & Sons Class A (WLY) in Q4 2018, closing a stake of 1,927 shares — an estimated $117K sold.

Columbia Asset Management first reported a position in WLY in Q4 2016 and held it in 2 quarters. The position peaked at $117K in Q3 2018. 262 funds tracked by Wall St. Rank hold WLY as of Q4 2018.

  • Columbia Asset Management reported no remaining John Wiley & Sons Class A position as of Q4 2018 after selling out during the quarter.
  • Columbia Asset Management sold 1,927 John Wiley & Sons Class A shares in Q4 2018, an estimated $117K.
  • Columbia Asset Management first reported a position in John Wiley & Sons Class A in Q4 2016 and held it in 2 quarters.
  • Columbia Asset Management's John Wiley & Sons Class A position peaked at $117K in Q3 2018.
  • 262 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2018.

Based on Columbia Asset Management's 13F filing for Q4 2018, filed 12 Feb 2019.