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Financial Gravity Companies’s John Wiley & Sons Class A WLY Stock Holding History

Financial Gravity Companies’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
Q1 		– Sell
-96
Closed -$6K – 1670
2017
Q4 		$6K Buy
+96
New +$5.55K 0.01% 691

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CIP
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State Street
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Financial Gravity Companies's WLY Position: Q1 2018 in Review

Financial Gravity Companies sold out of John Wiley & Sons Class A (WLY) in Q1 2018, closing a stake of 96 shares — an estimated $6K sold.

Financial Gravity Companies first reported a position in WLY in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 268 funds tracked by Wall St. Rank hold WLY as of Q1 2018.

  • Financial Gravity Companies reported no remaining John Wiley & Sons Class A position as of Q1 2018 after selling out during the quarter.
  • Financial Gravity Companies sold 96 John Wiley & Sons Class A shares in Q1 2018, an estimated $6K.
  • Financial Gravity Companies first reported a position in John Wiley & Sons Class A in Q4 2017 and held it in 1 quarter.
  • Financial Gravity Companies's John Wiley & Sons Class A position peaked at $6K in Q4 2017.
  • 268 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.