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

Howe & Rusling’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
2013
Q3 		– Sell
-205
Closed -$8K – 930
2013
Q2 		$8K Buy
+205
New +$7.96K ﹤0.01% 649

Other funds holding WLY

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Howe & Rusling's WLY Position: Q3 2013 in Review

Howe & Rusling sold out of John Wiley & Sons Class A (WLY) in Q3 2013, closing a stake of 205 shares — an estimated $8K sold.

Howe & Rusling first reported a position in WLY in Q2 2013 and held it in 1 quarter. The position peaked at $8K in Q2 2013. 236 funds tracked by Wall St. Rank hold WLY as of Q3 2013.

  • Howe & Rusling reported no remaining John Wiley & Sons Class A position as of Q3 2013 after selling out during the quarter.
  • Howe & Rusling sold 205 John Wiley & Sons Class A shares in Q3 2013, an estimated $8K.
  • Howe & Rusling first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 1 quarter.
  • Howe & Rusling's John Wiley & Sons Class A position peaked at $8K in Q2 2013.
  • 236 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2013.

Based on Howe & Rusling's 13F filing for Q3 2013, filed 8 Nov 2013.