Commonwealth Bank of Australia’s John Wiley & Sons Class A WLY Stock Holding History

Commonwealth Bank of Australia’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
2019 Q3	–	Sell	-6,000	Closed	-$275K	–	953
2019 Q2	$275K	Buy	6,000 +2,300	+62%	+$105K	﹤0.01%	865
2019 Q1	$163K	Hold	3,700	–	–	﹤0.01%	892
2018 Q4	$173K	Buy	3,700 +600	+19%	+$32.3K	﹤0.01%	873
2018 Q3	$187K	Buy	+3,100	New	+$193K	﹤0.01%	927
2014 Q2	–	Sell	-7,937	Closed	-$457K	–	1033
2014 Q1	$457K	Buy	+7,937	New	+$441K	﹤0.01%	1066

Other funds holding WLY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCP

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Commonwealth Bank of Australia's WLY Position: Q3 2019 in Review

Commonwealth Bank of Australia sold out of John Wiley & Sons Class A (WLY) in Q3 2019, closing a stake of 6,000 shares — an estimated $275K sold.

Commonwealth Bank of Australia first reported a position in WLY in Q1 2014 and held it in 5 quarters. The position peaked at $457K in Q1 2014. 235 funds tracked by Wall St. Rank hold WLY as of Q3 2019.

Commonwealth Bank of Australia reported no remaining John Wiley & Sons Class A position as of Q3 2019 after selling out during the quarter.
Commonwealth Bank of Australia sold 6,000 John Wiley & Sons Class A shares in Q3 2019, an estimated $275K.
Commonwealth Bank of Australia first reported a position in John Wiley & Sons Class A in Q1 2014 and held it in 5 quarters.
Commonwealth Bank of Australia's John Wiley & Sons Class A position peaked at $457K in Q1 2014.
235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2019.

Based on Commonwealth Bank of Australia's 13F filing for Q3 2019.