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Hunter Associates Investment Management’s John Wiley & Sons Class A WLY Stock Holding History

Hunter Associates 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
Q3 		– Sell
-13,600
Closed -$624K – 167
2019
Q2 		$624K Sell
13,600
-43,163
-76% -$1.96M 0.21% 81
2019
Q1 		$2.51M Buy
56,763
+300
+0.5% +$14.7K 0.88% 28
2018
Q4 		$2.65M Buy
56,463
+3,800
+7% +$205K 1.08% 24
2018
Q3 		$3.19M Buy
52,663
+300
+0.6% +$18.7K 1.1% 24
2018
Q2 		$3.27M Hold
52,363
– – 1.18% 24
2018
Q1 		$3.34M Buy
52,363
+150
+0.3% +$9.72K 1.25% 25
2017
Q4 		$3.43M Sell
52,213
-620
-1% -$35.9K 1.26% 24
2017
Q3 		$2.83M Sell
52,833
-318
-0.6% -$17.1K 1.1% 29
2017
Q2 		$2.8M Buy
53,151
+300
+0.6% +$15.7K 1.14% 29
2017
Q1 		$2.84M Buy
52,851
+200
+0.4% +$10.9K 1.2% 27
2016
Q4 		$2.87M Sell
52,651
-100
-0.2% -$5.33K 1.22% 27
2016
Q3 		$2.72M Sell
52,751
-50
-0.1% -$2.74K 1.17% 28
2016
Q2 		$2.75M Buy
52,801
+900
+2% +$45.4K 1.19% 28
2016
Q1 		$2.54M Buy
51,901
+2,906
+6% +$127K 1.16% 25
2015
Q4 		$2.21M Buy
48,995
+400
+0.8% +$19.8K 0.97% 29
2015
Q3 		$2.43M Sell
48,595
-1,250
-3% -$64.9K 1.14% 29
2015
Q2 		$2.71M Sell
49,845
-650
-1% -$37.7K 1.13% 29
2015
Q1 		$3.09M Sell
50,495
-200
-0.4% -$12.3K 1.22% 26
2014
Q4 		$3M Hold
50,695
– – 1.16% 26
2014
Q3 		$2.84M Sell
50,695
-1,169
-2% -$69.6K 1.11% 26
2014
Q2 		$3.14M Sell
51,864
-150
-0.3% -$8.53K 1.23% 26
2014
Q1 		$3M Hold
52,014
– – 1.18% 27
2013
Q4 		$2.87M Sell
52,014
-700
-1% -$35.4K 1.11% 28
2013
Q3 		$2.51M Buy
52,714
+1,700
+3% +$76.1K 1.05% 29
2013
Q2 		$2.04M Buy
+51,014
New +$1.98M 0.76% 34

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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Hunter Associates Investment Management's WLY Position: Q3 2019 in Review

Hunter Associates Investment Management sold out of John Wiley & Sons Class A (WLY) in Q3 2019, closing a stake of 13,600 shares — an estimated $624K sold.

Hunter Associates Investment Management first reported a position in WLY in Q2 2013 and held it in 25 quarters. The position peaked at $3.43M in Q4 2017. 235 funds tracked by Wall St. Rank hold WLY as of Q3 2019.

  • Hunter Associates Investment Management reported no remaining John Wiley & Sons Class A position as of Q3 2019 after selling out during the quarter.
  • Hunter Associates Investment Management sold 13,600 John Wiley & Sons Class A shares in Q3 2019, an estimated $624K.
  • Hunter Associates Investment Management first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 25 quarters.
  • Hunter Associates Investment Management's John Wiley & Sons Class A position peaked at $3.43M in Q4 2017.
  • 235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2019.

Based on Hunter Associates Investment Management's 13F filing for Q3 2019, filed 8 Nov 2019.