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

Hanson & Doremus 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
2019
Q1 		– Sell
-3,930
Closed -$185K – 471
2018
Q4 		$185K Sell
3,930
-2,080
-35% -$112K 0.07% 168
2018
Q3 		$364K Hold
6,010
– – 0.11% 138
2018
Q2 		$375K Sell
6,010
-93
-2% -$6.18K 0.12% 131
2018
Q1 		$389K Sell
6,103
-32
-0.5% -$2.07K 0.12% 142
2017
Q4 		$403K Sell
6,135
-100
-2% -$5.79K 0.13% 134
2017
Q3 		$334K Sell
6,235
-485
-7% -$26K 0.12% 137
2017
Q2 		$354K Hold
6,720
– – 0.13% 129
2017
Q1 		$362K Sell
6,720
-270
-4% -$14.7K 0.14% 129
2016
Q4 		$381K Hold
6,990
– – 0.16% 119
2016
Q3 		$361K Sell
6,990
-250
-3% -$13.7K 0.17% 119
2016
Q2 		$378K Sell
7,240
-210
-3% -$10.6K 0.17% 124
2016
Q1 		$364K Hold
7,450
– – 0.16% 124
2015
Q4 		$335K Hold
7,450
– – 0.15% 126
2015
Q3 		$373K Sell
7,450
-80
-1% -$4.16K 0.18% 123
2015
Q2 		$409K Hold
7,530
– – 0.17% 124
2015
Q1 		$460K Sell
7,530
-510
-6% -$31.3K 0.19% 119
2014
Q4 		$476K Hold
8,040
– – 0.2% 119
2014
Q3 		$451K Hold
8,040
– – 0.2% 120
2014
Q2 		$487K Sell
8,040
-735
-8% -$41.8K 0.22% 116
2014
Q1 		$506K Hold
8,775
– – 0.24% 111
2013
Q4 		$484K Sell
8,775
-4,840
-36% -$245K 0.23% 109
2013
Q3 		$649K Buy
13,615
+1,170
+9% +$52.3K 0.33% 93
2013
Q2 		$499K Buy
+12,445
New +$483K 0.27% 98

Other funds holding WLY

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Hanson & Doremus Investment Management's WLY Position: Q1 2019 in Review

Hanson & Doremus Investment Management sold out of John Wiley & Sons Class A (WLY) in Q1 2019, closing a stake of 3,930 shares — an estimated $185K sold.

Hanson & Doremus Investment Management first reported a position in WLY in Q2 2013 and held it in 23 quarters. The position peaked at $649K in Q3 2013. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2019.

  • Hanson & Doremus Investment Management reported no remaining John Wiley & Sons Class A position as of Q1 2019 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 3,930 John Wiley & Sons Class A shares in Q1 2019, an estimated $185K.
  • Hanson & Doremus Investment Management first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 23 quarters.
  • Hanson & Doremus Investment Management's John Wiley & Sons Class A position peaked at $649K in Q3 2013.
  • 248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2019.

Based on Hanson & Doremus Investment Management's 13F filing for Q1 2019, filed 23 Apr 2019.