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

Placemark Investments’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
-18,015
Closed -$720K – 1610
2013
Q2 		$720K Buy
+18,015
New +$700K 0.02% 898

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AAMU
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Placemark Investments's WLY Position: Q3 2013 in Review

Placemark Investments sold out of John Wiley & Sons Class A (WLY) in Q3 2013, closing a stake of 18,015 shares — an estimated $720K sold.

Placemark Investments first reported a position in WLY in Q2 2013 and held it in 1 quarter. The position peaked at $720K in Q2 2013. 236 funds tracked by Wall St. Rank hold WLY as of Q3 2013.

  • Placemark Investments reported no remaining John Wiley & Sons Class A position as of Q3 2013 after selling out during the quarter.
  • Placemark Investments sold 18,015 John Wiley & Sons Class A shares in Q3 2013, an estimated $720K.
  • Placemark Investments first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 1 quarter.
  • Placemark Investments's John Wiley & Sons Class A position peaked at $720K in Q2 2013.
  • 236 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2013.

Based on Placemark Investments's 13F filing for Q3 2013, filed 13 Nov 2013.