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James Investment Research’s John Wiley & Sons Class A WLY Stock Holding History

James Investment Research’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
2018
Q2 		– Sell
-32,591
Closed -$2.08M – 867
2018
Q1 		$2.08M Buy
+32,591
New +$2.11M 0.08% 280

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

James Investment Research's WLY Position: Q2 2018 in Review

James Investment Research sold out of John Wiley & Sons Class A (WLY) in Q2 2018, closing a stake of 32,591 shares — an estimated $2.08M sold.

James Investment Research first reported a position in WLY in Q1 2018 and held it in 1 quarter. The position peaked at $2.08M in Q1 2018. 277 funds tracked by Wall St. Rank hold WLY as of Q2 2018.

  • James Investment Research reported no remaining John Wiley & Sons Class A position as of Q2 2018 after selling out during the quarter.
  • James Investment Research sold 32,591 John Wiley & Sons Class A shares in Q2 2018, an estimated $2.08M.
  • James Investment Research first reported a position in John Wiley & Sons Class A in Q1 2018 and held it in 1 quarter.
  • James Investment Research's John Wiley & Sons Class A position peaked at $2.08M in Q1 2018.
  • 277 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2018.

Based on James Investment Research's 13F filing for Q2 2018, filed 19 Jul 2018.