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PMFA
Plante Moran Financial Advisors’s
John Wiley & Sons Class A
WLY
Stock Holding History
Plante Moran Financial 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
Q3
–
Sell
-75
Closed
-$4K
–
871
2017
Q2
$4K
Hold
75
–
–
﹤0.01%
702
2017
Q1
$4K
Hold
75
–
–
﹤0.01%
740
2016
Q4
$4K
Hold
75
–
–
﹤0.01%
777
2016
Q3
$4K
Hold
75
–
–
﹤0.01%
755
2016
Q2
$4K
Hold
75
–
–
﹤0.01%
691
2016
Q1
$4K
Hold
75
–
–
﹤0.01%
631
2015
Q4
$3K
Hold
75
–
–
﹤0.01%
831
2015
Q3
$4K
Hold
75
–
–
﹤0.01%
623
2015
Q2
$4K
Hold
75
–
–
﹤0.01%
652
2015
Q1
$5K
Hold
75
–
–
﹤0.01%
621
2014
Q4
$4K
Hold
75
–
–
﹤0.01%
701
2014
Q3
$4K
Hold
75
–
–
﹤0.01%
706
2014
Q2
$5K
Hold
75
–
–
﹤0.01%
676
2014
Q1
$4K
Hold
75
–
–
﹤0.01%
506
2013
Q4
$4K
Hold
75
–
–
﹤0.01%
571
2013
Q3
$4K
Hold
75
–
–
﹤0.01%
504
2013
Q2
$3K
Buy
+75
New
+$2.91K
﹤0.01%
511
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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