Grandfield & Dodd’s John Wiley & Sons Class B WLYB Stock Holding History

Grandfield & Dodd’s Portfolio WLYB Stock Details WLYB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-850	Closed	-$46K	–	185
2016 Q4	$46K	Hold	850	–	–	0.01%	180
2016 Q3	$46K	Hold	850	–	–	0.01%	179
2016 Q2	$44K	Hold	850	–	–	0.01%	168
2016 Q1	$41K	Hold	850	–	–	0.01%	168
2015 Q4	$38K	Hold	850	–	–	0.01%	173
2015 Q3	$42K	Hold	850	–	–	0.01%	170
2015 Q2	$46K	Hold	850	–	–	0.01%	173
2015 Q1	$52K	Hold	850	–	–	0.01%	163
2014 Q4	$50K	Hold	850	–	–	0.01%	165
2014 Q3	$48K	Hold	850	–	–	0.01%	163
2014 Q2	$51K	Hold	850	–	–	0.01%	179
2014 Q1	$49K	Hold	850	–	–	0.01%	177
2013 Q4	$47K	Hold	850	–	–	0.01%	172
2013 Q3	$40K	Hold	850	–	–	0.01%	167
2013 Q2	$34K	Buy	+850	New	+$33.3K	0.01%	169

Other funds holding WLYB

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

RMCM

Reynders McVeigh Capital Management Boston, Massachusetts $1.98B AUM 23.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Grandfield & Dodd's WLYB Position: Q1 2017 in Review

Grandfield & Dodd sold out of John Wiley & Sons Class B (WLYB) in Q1 2017, closing a stake of 850 shares — an estimated $46K sold.

Grandfield & Dodd first reported a position in WLYB in Q2 2013 and held it in 15 quarters. The position peaked at $52K in Q1 2015. 8 funds tracked by Wall St. Rank hold WLYB as of Q1 2017.

Grandfield & Dodd reported no remaining John Wiley & Sons Class B position as of Q1 2017 after selling out during the quarter.
Grandfield & Dodd sold 850 John Wiley & Sons Class B shares in Q1 2017, an estimated $46K.
Grandfield & Dodd first reported a position in John Wiley & Sons Class B in Q2 2013 and held it in 15 quarters.
Grandfield & Dodd's John Wiley & Sons Class B position peaked at $52K in Q1 2015.
8 funds tracked by Wall St. Rank held John Wiley & Sons Class B as of Q1 2017.

Based on Grandfield & Dodd's 13F filing for Q1 2017, filed 28 Apr 2017.