Mawer Investment Management
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Mawer Investment Management’s John Wiley & Sons Class A WLY Stock Holding History

Mawer 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
2017
Q2 		– Sell
-201,511
Closed -$10.8M – 109
2017
Q1 		$10.8M Sell
201,511
-250,400
-55% -$13.6M 0.1% 93
2016
Q4 		$24.6M Sell
451,911
-10,495
-2% -$560K 0.25% 74
2016
Q3 		$23.9M Hold
462,406
– – 0.25% 69
2016
Q2 		$24.1M Hold
462,406
– – 0.34% 52
2016
Q1 		$22.6M Sell
462,406
-12,300
-3% -$537K 0.26% 72
2015
Q4 		$21.4M Sell
474,706
-8,800
-2% -$436K 0.27% 77
2015
Q3 		$24.2M Buy
483,506
+58,400
+14% +$3.03M 0.33% 72
2015
Q2 		$23.1M Sell
425,106
-277,201
-39% -$16.1M 0.29% 75
2015
Q1 		$42.9M Sell
702,307
-241,862
-26% -$14.9M 0.55% 60
2014
Q4 		$55.9M Sell
944,169
-55,304
-6% -$3.18M 0.72% 55
2014
Q3 		$56.1M Sell
999,473
-347,738
-26% -$20.7M 0.75% 51
2014
Q2 		$81.6M Sell
1,347,211
-22,340
-2% -$1.27M 1.08% 40
2014
Q1 		$78.9M Sell
1,369,551
-37,777
-3% -$2.1M 1.12% 38
2013
Q4 		$77.7M Buy
1,407,328
+97,524
+7% +$4.93M 1.13% 36
2013
Q3 		$62.5M Buy
1,309,804
+42,660
+3% +$1.91M 1% 40
2013
Q2 		$50.8M Buy
+1,267,144
New +$49.2M 1.89% 24

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

Mawer Investment Management's WLY Position: Q2 2017 in Review

Mawer Investment Management sold out of John Wiley & Sons Class A (WLY) in Q2 2017, closing a stake of 201,511 shares — an estimated $10.8M sold.

Mawer Investment Management first reported a position in WLY in Q2 2013 and held it in 16 quarters. The position peaked at $81.6M in Q2 2014. 232 funds tracked by Wall St. Rank hold WLY as of Q2 2017.

  • Mawer Investment Management reported no remaining John Wiley & Sons Class A position as of Q2 2017 after selling out during the quarter.
  • Mawer Investment Management sold 201,511 John Wiley & Sons Class A shares in Q2 2017, an estimated $10.8M.
  • Mawer Investment Management first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 16 quarters.
  • Mawer Investment Management's John Wiley & Sons Class A position peaked at $81.6M in Q2 2014.
  • 232 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2017.

Based on Mawer Investment Management's 13F filing for Q2 2017, filed 28 Jul 2017.