Loring Wolcott & Coolidge Fiduciary Advisors’s John Wiley & Sons Class A WLY Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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 Q4	–	Sell	-471	Closed	-$21K	–	723
2019 Q3	$21K	Buy	+471	New	+$21K	﹤0.01%	516
2019 Q1	–	Sell	-135	Closed	-$6K	–	769
2018 Q4	$6K	Hold	135	–	–	﹤0.01%	593
2018 Q3	$8K	Hold	135	–	–	﹤0.01%	546
2018 Q2	$8K	Hold	135	–	–	﹤0.01%	562
2018 Q1	$9K	Hold	135	–	–	﹤0.01%	591
2017 Q4	$9K	Hold	135	–	–	﹤0.01%	579
2017 Q3	$7K	Sell	135 -79	-37%	-$4.24K	﹤0.01%	578
2017 Q2	$12K	Buy	214 +79	+59%	+$4.13K	﹤0.01%	535
2017 Q1	$7K	Hold	135	–	–	﹤0.01%	572
2016 Q4	$7K	Hold	135	–	–	﹤0.01%	553
2016 Q3	$7K	Hold	135	–	–	﹤0.01%	567
2016 Q2	$7K	Hold	135	–	–	﹤0.01%	571
2016 Q1	$7K	Hold	135	–	–	﹤0.01%	560
2015 Q4	$6K	Hold	135	–	–	﹤0.01%	590
2015 Q3	$7K	Hold	135	–	–	﹤0.01%	568
2015 Q2	$7K	Sell	135 -165	-55%	-$9.58K	﹤0.01%	568
2015 Q1	$18K	Hold	300	–	–	﹤0.01%	516
2014 Q4	$18K	Hold	300	–	–	﹤0.01%	510
2014 Q3	$17K	Hold	300	–	–	﹤0.01%	489
2014 Q2	$18K	Hold	300	–	–	﹤0.01%	515
2014 Q1	$17K	Hold	300	–	–	﹤0.01%	507
2013 Q4	$17K	Sell	300 -200	-40%	-$10.1K	﹤0.01%	490
2013 Q3	$24K	Hold	500	–	–	﹤0.01%	424
2013 Q2	$20K	Buy	+500	New	+$19.4K	﹤0.01%	483

Other funds holding WLY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WLY Position: Q4 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of John Wiley & Sons Class A (WLY) in Q4 2019, closing a stake of 471 shares — an estimated $21K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WLY in Q2 2013 and held it in 24 quarters. The position peaked at $24K in Q3 2013. 239 funds tracked by Wall St. Rank hold WLY as of Q4 2019.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining John Wiley & Sons Class A position as of Q4 2019 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 471 John Wiley & Sons Class A shares in Q4 2019, an estimated $21K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 24 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's John Wiley & Sons Class A position peaked at $24K in Q3 2013.
239 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.