Old Mutual Customised Solutions’s John Wiley & Sons Class A WLY Stock Holding History

Old Mutual Customised Solutions’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 Q2	$100K	Hold	1,600	–	–	0.01%	682
2018 Q1	$102K	Hold	1,600	–	–	0.01%	665
2017 Q4	$105K	Hold	1,600	–	–	0.01%	660
2017 Q3	$86K	Hold	1,600	–	–	0.01%	706
2017 Q2	$84K	Hold	1,600	–	–	0.01%	693
2017 Q1	$86K	Hold	1,600	–	–	0.01%	689
2016 Q4	$87K	Hold	1,600	–	–	0.02%	682
2016 Q3	$83K	Hold	1,600	–	–	0.02%	610
2016 Q2	$83K	Hold	1,600	–	–	0.02%	632
2016 Q1	$78K	Hold	1,600	–	–	0.02%	633
2015 Q4	$72K	Hold	1,600	–	–	0.02%	639
2015 Q3	$80K	Hold	1,600	–	–	0.02%	637
2015 Q2	$87K	Hold	1,600	–	–	0.02%	653
2015 Q1	$98K	Hold	1,600	–	–	0.02%	633
2014 Q4	$95K	Hold	1,600	–	–	0.03%	603
2014 Q3	$90K	Hold	1,600	–	–	0.03%	596
2014 Q2	$97K	Hold	1,600	–	–	0.02%	606
2014 Q1	$92K	Hold	1,600	–	–	0.02%	612
2013 Q4	$88K	Hold	1,600	–	–	0.02%	620
2013 Q3	$76K	Sell	1,600 -500	-24%	-$22.4K	0.02%	643
2013 Q2	$84K	Buy	+2,100	New	+$81.6K	0.02%	642

Other funds holding WLY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Old Mutual Customised Solutions's WLY Position: Q2 2018 in Review

Old Mutual Customised Solutions held its John Wiley & Sons Class A (WLY) position steady in Q2 2018 at 1,600 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #682.

Old Mutual Customised Solutions first reported a position in WLY in Q2 2013 and has held it in 21 quarters since. The position peaked at $105K in Q4 2017. 277 funds tracked by Wall St. Rank hold WLY as of Q2 2018.

Old Mutual Customised Solutions held 1,600 shares of John Wiley & Sons Class A worth $100K as of Q2 2018.
Old Mutual Customised Solutions left its John Wiley & Sons Class A share count unchanged in Q2 2018.
John Wiley & Sons Class A made up 0.01% of Old Mutual Customised Solutions's portfolio in Q2 2018, its #682 holding.
Old Mutual Customised Solutions first reported a position in John Wiley & Sons Class A in Q2 2013 and has held it in 21 quarters since.
Old Mutual Customised Solutions's John Wiley & Sons Class A position peaked at $105K in Q4 2017.
277 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2018.

Based on Old Mutual Customised Solutions's 13F filing for Q2 2018, filed 14 Aug 2018.