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Princeton Alpha Management’s John Wiley & Sons Class A WLY Stock Holding History

Princeton Alpha 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
Q4 		– Sell
-4,147
Closed -$214K – 893
2016
Q3 		$214K Buy
+4,147
New +$227K 0.04% 629

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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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Princeton Alpha Management's WLY Position: Q4 2016 in Review

Princeton Alpha Management sold out of John Wiley & Sons Class A (WLY) in Q4 2016, closing a stake of 4,147 shares — an estimated $214K sold.

Princeton Alpha Management first reported a position in WLY in Q3 2016 and held it in 1 quarter. The position peaked at $214K in Q3 2016. 228 funds tracked by Wall St. Rank hold WLY as of Q4 2016.

  • Princeton Alpha Management reported no remaining John Wiley & Sons Class A position as of Q4 2016 after selling out during the quarter.
  • Princeton Alpha Management sold 4,147 John Wiley & Sons Class A shares in Q4 2016, an estimated $214K.
  • Princeton Alpha Management first reported a position in John Wiley & Sons Class A in Q3 2016 and held it in 1 quarter.
  • Princeton Alpha Management's John Wiley & Sons Class A position peaked at $214K in Q3 2016.
  • 228 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2016.

Based on Princeton Alpha Management's 13F filing for Q4 2016, filed 10 Feb 2017.