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Obermeyer Wealth Partners’s John Wiley & Sons Class A WLY Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-750
Closed -$30K – 281
2013
Q2 		$30K Buy
+750
New +$29.1K 0.01% 163

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Obermeyer Wealth Partners's WLY Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of John Wiley & Sons Class A (WLY) in Q3 2013, closing a stake of 750 shares — an estimated $30K sold.

Obermeyer Wealth Partners first reported a position in WLY in Q2 2013 and held it in 1 quarter. The position peaked at $30K in Q2 2013. 236 funds tracked by Wall St. Rank hold WLY as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining John Wiley & Sons Class A position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 750 John Wiley & Sons Class A shares in Q3 2013, an estimated $30K.
  • Obermeyer Wealth Partners first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's John Wiley & Sons Class A position peaked at $30K in Q2 2013.
  • 236 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.