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First Citizens Bank & Trust’s John Wiley & Sons Class A WLY Stock Holding History

First Citizens Bank & Trust’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
2013
Q4 		– Sell
-4,285
Closed -$204K – 804
2013
Q3 		$204K Buy
+4,285
New +$192K 0.01% 1024

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CIP
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Citizens Bank & Trust's WLY Position: Q4 2013 in Review

First Citizens Bank & Trust sold out of John Wiley & Sons Class A (WLY) in Q4 2013, closing a stake of 4,285 shares — an estimated $204K sold.

First Citizens Bank & Trust first reported a position in WLY in Q3 2013 and held it in 1 quarter. The position peaked at $204K in Q3 2013. 233 funds tracked by Wall St. Rank hold WLY as of Q4 2013.

  • First Citizens Bank & Trust reported no remaining John Wiley & Sons Class A position as of Q4 2013 after selling out during the quarter.
  • First Citizens Bank & Trust sold 4,285 John Wiley & Sons Class A shares in Q4 2013, an estimated $204K.
  • First Citizens Bank & Trust first reported a position in John Wiley & Sons Class A in Q3 2013 and held it in 1 quarter.
  • First Citizens Bank & Trust's John Wiley & Sons Class A position peaked at $204K in Q3 2013.
  • 233 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2013.

Based on First Citizens Bank & Trust's 13F filing for Q4 2013, filed 13 Feb 2014.