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Financial Architects (New Jersey)’s John Wiley & Sons Class A WLY Stock Holding History

Financial Architects (New Jersey)’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
Q2 		– Sell
-66
Closed -$4K – 1262
2015
Q1 		$4K Buy
+66
New +$4.05K ﹤0.01% 914

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State Street
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CIP
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Architects (New Jersey)'s WLY Position: Q2 2015 in Review

Financial Architects (New Jersey) sold out of John Wiley & Sons Class A (WLY) in Q2 2015, closing a stake of 66 shares — an estimated $4K sold.

Financial Architects (New Jersey) first reported a position in WLY in Q1 2015 and held it in 1 quarter. The position peaked at $4K in Q1 2015. 247 funds tracked by Wall St. Rank hold WLY as of Q2 2015.

  • Financial Architects (New Jersey) reported no remaining John Wiley & Sons Class A position as of Q2 2015 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 66 John Wiley & Sons Class A shares in Q2 2015, an estimated $4K.
  • Financial Architects (New Jersey) first reported a position in John Wiley & Sons Class A in Q1 2015 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s John Wiley & Sons Class A position peaked at $4K in Q1 2015.
  • 247 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2015.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2015, filed 5 Aug 2015.