MYIA
WLY icon

Mount Yale Investment Advisors’s John Wiley & Sons Class A WLY Stock Holding History

Mount Yale Investment 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
2018
Q4 		– Sell
-23
Closed -$1K – 787
2018
Q3 		$1K Buy
+23
New +$1.43K ﹤0.01% 924

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

Mount Yale Investment Advisors's WLY Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of John Wiley & Sons Class A (WLY) in Q4 2018, closing a stake of 23 shares — an estimated $1K sold.

Mount Yale Investment Advisors first reported a position in WLY in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 262 funds tracked by Wall St. Rank hold WLY as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining John Wiley & Sons Class A position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 23 John Wiley & Sons Class A shares in Q4 2018, an estimated $1K.
  • Mount Yale Investment Advisors first reported a position in John Wiley & Sons Class A in Q3 2018 and held it in 1 quarter.
  • Mount Yale Investment Advisors's John Wiley & Sons Class A position peaked at $1K in Q3 2018.
  • 262 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.