Pratt Collard Advisory Partners’s John Wiley & Sons Class A WLY Stock Holding History

Pratt Collard Advisory 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
2019 Q1	–	Sell	-15,615	Closed	-$733K	–	114
2018 Q4	$733K	Sell	15,615 -575	-4%	-$31K	0.67%	44
2018 Q3	$981K	Sell	16,190 -100	-0.6%	-$6.22K	0.78%	44
2018 Q2	$1.02M	Sell	16,290 -35	-0.2%	-$2.32K	0.88%	38
2018 Q1	$1.04M	Hold	16,325	–	–	0.91%	38
2017 Q4	$1.07M	Buy	+16,325	New	+$945K	0.88%	36

Other funds holding WLY

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

BlackRock New York $5.72T AUM 30.48% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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

Pratt Collard Advisory Partners's WLY Position: Q1 2019 in Review

Pratt Collard Advisory Partners sold out of John Wiley & Sons Class A (WLY) in Q1 2019, closing a stake of 15,615 shares — an estimated $733K sold.

Pratt Collard Advisory Partners first reported a position in WLY in Q4 2017 and held it in 5 quarters. The position peaked at $1.07M in Q4 2017. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2019.

Pratt Collard Advisory Partners reported no remaining John Wiley & Sons Class A position as of Q1 2019 after selling out during the quarter.
Pratt Collard Advisory Partners sold 15,615 John Wiley & Sons Class A shares in Q1 2019, an estimated $733K.
Pratt Collard Advisory Partners first reported a position in John Wiley & Sons Class A in Q4 2017 and held it in 5 quarters.
Pratt Collard Advisory Partners's John Wiley & Sons Class A position peaked at $1.07M in Q4 2017.
248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2019.

Based on Pratt Collard Advisory Partners's 13F filing for Q1 2019, filed 16 Apr 2019.