GBT
WLY icon

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

Grove 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
2017
Q3 		– Sell
-80
Closed -$4K – 669
2017
Q2 		$4K Buy
+80
New +$4.18K ﹤0.01% 593

Other funds holding WLY

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Grove Bank & Trust's WLY Position: Q3 2017 in Review

Grove Bank & Trust sold out of John Wiley & Sons Class A (WLY) in Q3 2017, closing a stake of 80 shares — an estimated $4K sold.

Grove Bank & Trust first reported a position in WLY in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 231 funds tracked by Wall St. Rank hold WLY as of Q3 2017.

  • Grove Bank & Trust reported no remaining John Wiley & Sons Class A position as of Q3 2017 after selling out during the quarter.
  • Grove Bank & Trust sold 80 John Wiley & Sons Class A shares in Q3 2017, an estimated $4K.
  • Grove Bank & Trust first reported a position in John Wiley & Sons Class A in Q2 2017 and held it in 1 quarter.
  • Grove Bank & Trust's John Wiley & Sons Class A position peaked at $4K in Q2 2017.
  • 231 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2017.

Based on Grove Bank & Trust's 13F filing for Q3 2017, filed 13 Nov 2017.