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Index Management Solutions’s John Wiley & Sons Class A WLY Stock Holding History

Index Management Solutions’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
2014
Q4 		– Sell
-5,941
Closed -$333K – 1012
2014
Q3 		$333K Buy
5,941
+236
+4% +$14.1K 0.04% 420
2014
Q2 		$346K Buy
5,705
+4,114
+259% +$234K 0.04% 377
2014
Q1 		$92K Buy
+1,591
New +$88.4K 0.01% 490

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Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Index Management Solutions's WLY Position: Q4 2014 in Review

Index Management Solutions sold out of John Wiley & Sons Class A (WLY) in Q4 2014, closing a stake of 5,941 shares — an estimated $333K sold.

Index Management Solutions first reported a position in WLY in Q1 2014 and held it in 3 quarters. The position peaked at $346K in Q2 2014. 232 funds tracked by Wall St. Rank hold WLY as of Q4 2014.

  • Index Management Solutions reported no remaining John Wiley & Sons Class A position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 5,941 John Wiley & Sons Class A shares in Q4 2014, an estimated $333K.
  • Index Management Solutions first reported a position in John Wiley & Sons Class A in Q1 2014 and held it in 3 quarters.
  • Index Management Solutions's John Wiley & Sons Class A position peaked at $346K in Q2 2014.
  • 232 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.