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Mariner Independent Advisor Network’s John Wiley & Sons Class A WLY Stock Holding History

Mariner Independent Advisor Network’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
2017
Q2 		– Sell
-6,296
Closed -$339K – 338
2017
Q1 		$339K Buy
+6,296
New +$342K 0.04% 190

Other funds holding WLY

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HIM
Hermes Investment Management London Uk, United Kingdom $7.52B AUM 20.67% 1-Year Est. Return

Mariner Independent Advisor Network's WLY Position: Q2 2017 in Review

Mariner Independent Advisor Network sold out of John Wiley & Sons Class A (WLY) in Q2 2017, closing a stake of 6,296 shares — an estimated $339K sold.

Mariner Independent Advisor Network first reported a position in WLY in Q1 2017 and held it in 1 quarter. The position peaked at $339K in Q1 2017. 232 funds tracked by Wall St. Rank hold WLY as of Q2 2017.

  • Mariner Independent Advisor Network reported no remaining John Wiley & Sons Class A position as of Q2 2017 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 6,296 John Wiley & Sons Class A shares in Q2 2017, an estimated $339K.
  • Mariner Independent Advisor Network first reported a position in John Wiley & Sons Class A in Q1 2017 and held it in 1 quarter.
  • Mariner Independent Advisor Network's John Wiley & Sons Class A position peaked at $339K in Q1 2017.
  • 232 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2017.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2017, filed 16 Aug 2017.