DIM
WLY icon

DC Investments Management’s John Wiley & Sons Class A WLY Stock Holding History

DC Investments 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
-6,178
Closed -$374K – 316
2018
Q3 		$374K Sell
6,178
-2,060
-25% -$128K 0.25% 233
2018
Q2 		$514K Buy
+8,238
New +$547K 0.33% 190
2018
Q1 		– Sell
-3,631
Closed -$239K – 338
2017
Q4 		$239K Buy
+3,631
New +$210K 0.1% 267

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

DC Investments Management's WLY Position: Q4 2018 in Review

DC Investments Management sold out of John Wiley & Sons Class A (WLY) in Q4 2018, closing a stake of 6,178 shares — an estimated $374K sold.

DC Investments Management first reported a position in WLY in Q4 2017 and held it in 3 quarters. The position peaked at $514K in Q2 2018. 262 funds tracked by Wall St. Rank hold WLY as of Q4 2018.

  • DC Investments Management reported no remaining John Wiley & Sons Class A position as of Q4 2018 after selling out during the quarter.
  • DC Investments Management sold 6,178 John Wiley & Sons Class A shares in Q4 2018, an estimated $374K.
  • DC Investments Management first reported a position in John Wiley & Sons Class A in Q4 2017 and held it in 3 quarters.
  • DC Investments Management's John Wiley & Sons Class A position peaked at $514K in Q2 2018.
  • 262 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2018.

Based on DC Investments Management's 13F filing for Q4 2018, filed 8 Feb 2019.