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Curian Capital’s John Wiley & Sons Class A WLY Stock Holding History

Curian Capital’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
2015
Q1 		– Sell
-13,498
Closed -$800K – 617
2014
Q4 		$800K Buy
13,498
+85
+0.6% +$4.89K 0.01% 495
2014
Q3 		$753K Buy
13,413
+334
+3% +$19.9K 0.01% 492
2014
Q2 		$792K Buy
13,079
+539
+4% +$30.6K 0.01% 479
2014
Q1 		$723K Buy
+12,540
New +$697K 0.01% 499

Other funds holding WLY

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Curian Capital's WLY Position: Q1 2015 in Review

Curian Capital sold out of John Wiley & Sons Class A (WLY) in Q1 2015, closing a stake of 13,498 shares — an estimated $800K sold.

Curian Capital first reported a position in WLY in Q1 2014 and held it in 4 quarters. The position peaked at $800K in Q4 2014. 243 funds tracked by Wall St. Rank hold WLY as of Q1 2015.

  • Curian Capital reported no remaining John Wiley & Sons Class A position as of Q1 2015 after selling out during the quarter.
  • Curian Capital sold 13,498 John Wiley & Sons Class A shares in Q1 2015, an estimated $800K.
  • Curian Capital first reported a position in John Wiley & Sons Class A in Q1 2014 and held it in 4 quarters.
  • Curian Capital's John Wiley & Sons Class A position peaked at $800K in Q4 2014.
  • 243 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2015.

Based on Curian Capital's 13F filing for Q1 2015, filed 30 Apr 2015.