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Foresters Investment Management’s John Wiley & Sons Class A WLY Stock Holding History

Foresters Investment 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
2017
Q4 		– Sell
-1,051
Closed -$56K – 647
2017
Q3 		$56K Sell
1,051
-1,003
-49% -$53.8K ﹤0.01% 579
2017
Q2 		$108K Buy
+2,054
New +$107K ﹤0.01% 534

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Foresters Investment Management's WLY Position: Q4 2017 in Review

Foresters Investment Management sold out of John Wiley & Sons Class A (WLY) in Q4 2017, closing a stake of 1,051 shares — an estimated $56K sold.

Foresters Investment Management first reported a position in WLY in Q2 2017 and held it in 2 quarters. The position peaked at $108K in Q2 2017. 248 funds tracked by Wall St. Rank hold WLY as of Q4 2017.

  • Foresters Investment Management reported no remaining John Wiley & Sons Class A position as of Q4 2017 after selling out during the quarter.
  • Foresters Investment Management sold 1,051 John Wiley & Sons Class A shares in Q4 2017, an estimated $56K.
  • Foresters Investment Management first reported a position in John Wiley & Sons Class A in Q2 2017 and held it in 2 quarters.
  • Foresters Investment Management's John Wiley & Sons Class A position peaked at $108K in Q2 2017.
  • 248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2017.

Based on Foresters Investment Management's 13F filing for Q4 2017, filed 14 Feb 2018.