PAM
WLY icon

Paradigm Asset Management’s John Wiley & Sons Class A WLY Stock Holding History

Paradigm Asset Management’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
2016
Q3 		– Sell
-200
Closed -$10.4K – 788
2016
Q2 		$10.4K Hold
200
– – ﹤0.01% 761
2016
Q1 		$9.78K Sell
200
-400
-67% -$17.5K ﹤0.01% 783
2015
Q4 		$27K Buy
+600
New +$29.7K ﹤0.01% 759

Other funds holding WLY

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Paradigm Asset Management's WLY Position: Q3 2016 in Review

Paradigm Asset Management sold out of John Wiley & Sons Class A (WLY) in Q3 2016, closing a stake of 200 shares — an estimated $10.4K sold.

Paradigm Asset Management first reported a position in WLY in Q4 2015 and held it in 3 quarters. The position peaked at $27K in Q4 2015. 235 funds tracked by Wall St. Rank hold WLY as of Q3 2016.

  • Paradigm Asset Management reported no remaining John Wiley & Sons Class A position as of Q3 2016 after selling out during the quarter.
  • Paradigm Asset Management sold 200 John Wiley & Sons Class A shares in Q3 2016, an estimated $10.4K.
  • Paradigm Asset Management first reported a position in John Wiley & Sons Class A in Q4 2015 and held it in 3 quarters.
  • Paradigm Asset Management's John Wiley & Sons Class A position peaked at $27K in Q4 2015.
  • 235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2016.

Based on Paradigm Asset Management's 13F filing for Q3 2016, filed 14 Nov 2016.