Mraz Amerine & Associates’s John Wiley & Sons Class A WLY Stock Holding History

Mraz Amerine & Associates’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 Q1	–	Sell	-11,850	Closed	-$646K	–	163
2016 Q4	$646K	Hold	11,850	–	–	0.2%	72
2016 Q3	$612K	Hold	11,850	–	–	0.21%	71
2016 Q2	$618K	Hold	11,850	–	–	0.22%	69
2016 Q1	$579K	Hold	11,850	–	–	0.21%	69
2015 Q4	$534K	Sell	11,850 -400	-3%	-$19.8K	0.2%	78
2015 Q3	$613K	Sell	12,250 -200	-2%	-$10.4K	0.24%	65
2015 Q2	$677K	Hold	12,450	–	–	0.25%	67
2015 Q1	$761K	Hold	12,450	–	–	0.29%	60
2014 Q4	$738K	Hold	12,450	–	–	0.28%	58
2014 Q3	$699K	Sell	12,450 -400	-3%	-$23.8K	0.27%	66
2014 Q2	$779K	Hold	12,850	–	–	0.3%	55
2014 Q1	$741K	Hold	12,850	–	–	0.31%	51
2013 Q4	$709K	Hold	12,850	–	–	0.32%	54
2013 Q3	$613K	Hold	12,850	–	–	0.29%	54
2013 Q2	$515K	Buy	+12,850	New	+$499K	0.26%	65

Other funds holding WLY

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Mraz Amerine & Associates's WLY Position: Q1 2017 in Review

Mraz Amerine & Associates sold out of John Wiley & Sons Class A (WLY) in Q1 2017, closing a stake of 11,850 shares — an estimated $646K sold.

Mraz Amerine & Associates first reported a position in WLY in Q2 2013 and held it in 15 quarters. The position peaked at $779K in Q2 2014. 231 funds tracked by Wall St. Rank hold WLY as of Q1 2017.

Mraz Amerine & Associates reported no remaining John Wiley & Sons Class A position as of Q1 2017 after selling out during the quarter.
Mraz Amerine & Associates sold 11,850 John Wiley & Sons Class A shares in Q1 2017, an estimated $646K.
Mraz Amerine & Associates first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 15 quarters.
Mraz Amerine & Associates's John Wiley & Sons Class A position peaked at $779K in Q2 2014.
231 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2017.

Based on Mraz Amerine & Associates's 13F filing for Q1 2017, filed 5 May 2017.