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Nationwide Fund Advisors’s John Wiley & Sons Class A WLY Stock Holding History

Nationwide Fund 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
2017
Q4 		– Sell
-143,184
Closed -$7.66M – 2108
2017
Q3 		$7.66M Sell
143,184
-66,941
-32% -$3.59M 0.03% 811
2017
Q2 		$11.1M Sell
210,125
-3,969
-2% -$208K 0.04% 593
2017
Q1 		$11.5M Buy
214,094
+5,167
+2% +$281K 0.05% 584
2016
Q4 		$11.4M Sell
208,927
-3,656
-2% -$195K 0.05% 562
2016
Q3 		$11M Buy
212,583
+76,426
+56% +$4.19M 0.05% 571
2016
Q2 		$7.11M Buy
136,157
+45,456
+50% +$2.3M 0.03% 764
2016
Q1 		$4.43M Sell
90,701
-56,901
-39% -$2.49M 0.02% 999
2015
Q4 		$6.65M Buy
147,602
+4,358
+3% +$216K 0.03% 768
2015
Q3 		$7.17M Buy
143,244
+6,229
+5% +$324K 0.03% 716
2015
Q2 		$7.45M Sell
137,015
-1,923
-1% -$112K 0.03% 736
2015
Q1 		$8.49M Buy
138,938
+10,706
+8% +$657K 0.03% 703
2014
Q4 		$7.6M Buy
128,232
+50,828
+66% +$2.92M 0.03% 710
2014
Q3 		$4.34M Buy
77,404
+697
+0.9% +$41.5K 0.02% 1016
2014
Q2 		$4.65M Sell
76,707
-875
-1% -$49.7K 0.02% 1017
2014
Q1 		$4.47M Sell
77,582
-836
-1% -$46.5K 0.02% 928
2013
Q4 		$4.33M Sell
78,418
-812
-1% -$41.1K 0.02% 1033
2013
Q3 		$3.78M Buy
79,230
+2,034
+3% +$91K 0.02% 1064
2013
Q2 		$3.1M Buy
+77,196
New +$3M 0.02% 1065

Other funds holding WLY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Nationwide Fund Advisors's WLY Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of John Wiley & Sons Class A (WLY) in Q4 2017, closing a stake of 143,184 shares — an estimated $7.66M sold.

Nationwide Fund Advisors first reported a position in WLY in Q2 2013 and held it in 18 quarters. The position peaked at $11.5M in Q1 2017. 248 funds tracked by Wall St. Rank hold WLY as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining John Wiley & Sons Class A position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 143,184 John Wiley & Sons Class A shares in Q4 2017, an estimated $7.66M.
  • Nationwide Fund Advisors first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's John Wiley & Sons Class A position peaked at $11.5M in Q1 2017.
  • 248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.