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MU Investments Company’s John Wiley & Sons Class A WLY Stock Holding History

MU Investments Company’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
2014
Q3 		– Sell
-6,420
Closed -$385K – 334
2014
Q2 		$385K Sell
6,420
-600
-9% -$34.1K 0.18% 117
2014
Q1 		$400K Sell
7,020
-1,600
-19% -$88.9K 0.19% 116
2013
Q4 		$475K Sell
8,620
-80
-0.9% -$4.04K 0.2% 115
2013
Q3 		$413K Sell
8,700
-6,900
-44% -$309K 0.2% 139
2013
Q2 		$624K Buy
+15,600
New +$606K 0.26% 103

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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

MU Investments Company's WLY Position: Q3 2014 in Review

MU Investments Company sold out of John Wiley & Sons Class A (WLY) in Q3 2014, closing a stake of 6,420 shares — an estimated $385K sold.

MU Investments Company first reported a position in WLY in Q2 2013 and held it in 5 quarters. The position peaked at $624K in Q2 2013. 231 funds tracked by Wall St. Rank hold WLY as of Q3 2014.

  • MU Investments Company reported no remaining John Wiley & Sons Class A position as of Q3 2014 after selling out during the quarter.
  • MU Investments Company sold 6,420 John Wiley & Sons Class A shares in Q3 2014, an estimated $385K.
  • MU Investments Company first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 5 quarters.
  • MU Investments Company's John Wiley & Sons Class A position peaked at $624K in Q2 2013.
  • 231 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2014.

Based on MU Investments Company's 13F filing for Q3 2014, filed 16 Oct 2014.