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GlobalBridge’s John Wiley & Sons Class A WLY Stock Holding History

GlobalBridge’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
Q1 		$219K Buy
3,800
+62
+2% +$3.45K 0.1% 305
2013
Q4 		$206K Buy
+3,738
New +$189K 0.1% 311

Other funds holding WLY

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GlobalBridge's WLY Position: Q1 2014 in Review

GlobalBridge increased its John Wiley & Sons Class A (WLY) stake by 1.7% in Q1 2014, buying an estimated $3.45K and bringing the position to 3,800 shares worth $219K. The position accounts for 0.1% of the portfolio, ranked #305.

GlobalBridge first reported a position in WLY in Q4 2013 and has held it in 2 quarters since. 240 funds tracked by Wall St. Rank hold WLY as of Q1 2014.

  • GlobalBridge held 3,800 shares of John Wiley & Sons Class A worth $219K as of Q1 2014.
  • GlobalBridge bought 62 John Wiley & Sons Class A shares in Q1 2014, an estimated $3.45K.
  • John Wiley & Sons Class A made up 0.1% of GlobalBridge's portfolio in Q1 2014, its #305 holding.
  • GlobalBridge first reported a position in John Wiley & Sons Class A in Q4 2013 and has held it in 2 quarters since.
  • 240 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2014.

Based on GlobalBridge's 13F filing for Q1 2014, filed 8 Apr 2014.