Proficio Capital Partners’s John Wiley & Sons Class A WLY Stock Holding History

Proficio Capital 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 Q3	–	Sell	-42	Closed	-$2K	–	1549
2019 Q2	$2K	Hold	42	–	–	﹤0.01%	1616
2019 Q1	$2K	Buy	42 +2	+5%	+$98	﹤0.01%	1422
2018 Q4	$2K	Buy	40 +13	+48%	+$700	﹤0.01%	1053
2018 Q3	$2K	Hold	27	–	–	﹤0.01%	1108
2018 Q2	$2K	Sell	27 -5	-16%	-$332	﹤0.01%	1148
2018 Q1	$2K	Sell	32 -1	-3%	-$65	﹤0.01%	1144
2017 Q4	$2K	Sell	33 -10	-23%	-$579	﹤0.01%	1127
2017 Q3	$2K	Buy	43 +2	+5%	+$107	﹤0.01%	1114
2017 Q2	$2K	Hold	41	–	–	﹤0.01%	1108
2017 Q1	$2K	Hold	41	–	–	﹤0.01%	1158
2016 Q4	$2K	Buy	41 +2	+5%	+$107	﹤0.01%	948
2016 Q3	$2K	Buy	39 +24	+160%	+$1.31K	﹤0.01%	891
2016 Q2	$1K	Hold	15	–	–	﹤0.01%	958
2016 Q1	$1K	Buy	+15	New	+$655	﹤0.01%	961

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Proficio Capital Partners's WLY Position: Q3 2019 in Review

Proficio Capital Partners sold out of John Wiley & Sons Class A (WLY) in Q3 2019, closing a stake of 42 shares — an estimated $2K sold.

Proficio Capital Partners first reported a position in WLY in Q1 2016 and held it in 14 quarters. The position peaked at $2K in Q2 2019. 235 funds tracked by Wall St. Rank hold WLY as of Q3 2019.

Proficio Capital Partners reported no remaining John Wiley & Sons Class A position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 42 John Wiley & Sons Class A shares in Q3 2019, an estimated $2K.
Proficio Capital Partners first reported a position in John Wiley & Sons Class A in Q1 2016 and held it in 14 quarters.
Proficio Capital Partners's John Wiley & Sons Class A position peaked at $2K in Q2 2019.
235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.