Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s John Wiley & Sons Class A WLY Stock Holding History

Kayne Anderson Rudnick 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
2013
Q4 		– Sell
-186,419
Closed -$8.89M – 295
2013
Q3 		$8.89M Sell
186,419
-1,110,733
-86% -$49.7M 0.17% 138
2013
Q2 		$52M Buy
+1,297,152
New +$50.4M 1.05% 30

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Franklin Resources
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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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's WLY Position: Q4 2013 in Review

Kayne Anderson Rudnick Investment Management sold out of John Wiley & Sons Class A (WLY) in Q4 2013, closing a stake of 186,419 shares — an estimated $8.89M sold.

Kayne Anderson Rudnick Investment Management first reported a position in WLY in Q2 2013 and held it in 2 quarters. The position peaked at $52M in Q2 2013. 233 funds tracked by Wall St. Rank hold WLY as of Q4 2013.

  • Kayne Anderson Rudnick Investment Management reported no remaining John Wiley & Sons Class A position as of Q4 2013 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 186,419 John Wiley & Sons Class A shares in Q4 2013, an estimated $8.89M.
  • Kayne Anderson Rudnick Investment Management first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 2 quarters.
  • Kayne Anderson Rudnick Investment Management's John Wiley & Sons Class A position peaked at $52M in Q2 2013.
  • 233 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2013.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q4 2013, filed 21 Jan 2014.