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Liberty Mutual Group Asset Management’s John Wiley & Sons Class A WLY Stock Holding History

Liberty Mutual Group Asset 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
2018
Q4 		– Sell
-8,937
Closed -$542K – 790
2018
Q3 		$542K Hold
8,937
– – 0.01% 715
2018
Q2 		$558K Buy
8,937
+159
+2% +$10.6K 0.01% 696
2018
Q1 		$559K Sell
8,778
-2,534
-22% -$164K 0.02% 671
2017
Q4 		$744K Sell
11,312
-402
-3% -$23.3K 0.02% 602
2017
Q3 		$627K Sell
11,714
-4,347
-27% -$233K 0.03% 658
2017
Q2 		$848K Sell
16,061
-4,182
-21% -$219K 0.03% 705
2017
Q1 		$1.09M Buy
20,243
+521
+3% +$28.3K 0.04% 603
2016
Q4 		$1.07M Sell
19,722
-552
-3% -$29.4K 0.04% 666
2016
Q3 		$1.05M Sell
20,274
-819
-4% -$44.9K 0.04% 659
2016
Q2 		$1.1M Buy
21,093
+1,631
+8% +$82.3K 0.04% 607
2016
Q1 		$951K Sell
19,462
-12,362
-39% -$540K 0.04% 623
2015
Q4 		$1.43M Buy
31,824
+10,793
+51% +$535K 0.06% 515
2015
Q3 		$1.05M Buy
21,031
+1,593
+8% +$82.8K 0.04% 859
2015
Q2 		$1.06M Buy
19,438
+3,700
+24% +$215K 0.04% 882
2015
Q1 		$962K Buy
15,738
+625
+4% +$38.4K 0.03% 874
2014
Q4 		$895K Sell
15,113
-141
-0.9% -$8.11K 0.03% 876
2014
Q3 		$856K Buy
15,254
+263
+2% +$15.7K 0.03% 897
2014
Q2 		$908K Sell
14,991
-13,531
-47% -$769K 0.03% 883
2014
Q1 		$1.64M Buy
28,522
+2,643
+10% +$147K 0.05% 633
2013
Q4 		$1.43M Sell
25,879
-4,361
-14% -$220K 0.05% 568
2013
Q3 		$1.44M Buy
30,240
+11,173
+59% +$500K 0.05% 420
2013
Q2 		$764K Buy
+19,067
New +$740K 0.03% 680

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Liberty Mutual Group Asset Management's WLY Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of John Wiley & Sons Class A (WLY) in Q4 2018, closing a stake of 8,937 shares — an estimated $542K sold.

Liberty Mutual Group Asset Management first reported a position in WLY in Q2 2013 and held it in 22 quarters. The position peaked at $1.64M in Q1 2014. 262 funds tracked by Wall St. Rank hold WLY as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining John Wiley & Sons Class A position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 8,937 John Wiley & Sons Class A shares in Q4 2018, an estimated $542K.
  • Liberty Mutual Group Asset Management first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's John Wiley & Sons Class A position peaked at $1.64M in Q1 2014.
  • 262 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.