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

Fruth 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
2014
Q4 		– Sell
-3,800
Closed -$213K – 239
2014
Q3 		$213K Buy
3,800
+200
+6% +$11.9K 0.09% 205
2014
Q2 		$220K Hold
3,600
– – 0.1% 188
2014
Q1 		$203K Buy
+3,600
New +$200K 0.1% 190

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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fruth Investment Management's WLY Position: Q4 2014 in Review

Fruth Investment Management sold out of John Wiley & Sons Class A (WLY) in Q4 2014, closing a stake of 3,800 shares — an estimated $213K sold.

Fruth Investment Management first reported a position in WLY in Q1 2014 and held it in 3 quarters. The position peaked at $220K in Q2 2014. 232 funds tracked by Wall St. Rank hold WLY as of Q4 2014.

  • Fruth Investment Management reported no remaining John Wiley & Sons Class A position as of Q4 2014 after selling out during the quarter.
  • Fruth Investment Management sold 3,800 John Wiley & Sons Class A shares in Q4 2014, an estimated $213K.
  • Fruth Investment Management first reported a position in John Wiley & Sons Class A in Q1 2014 and held it in 3 quarters.
  • Fruth Investment Management's John Wiley & Sons Class A position peaked at $220K in Q2 2014.
  • 232 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2014.

Based on Fruth Investment Management's 13F filing for Q4 2014, filed 9 Jan 2015.