RA
WLY icon

Rational Advisors’s John Wiley & Sons Class A WLY Stock Holding History

Rational 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
2013
Q4 		$104K Sell
1,884
-270
-13% -$13.7K 0.01% 619
2013
Q3 		$103K Buy
2,154
+11
+0.5% +$492 0.01% 648
2013
Q2 		$86K Buy
+2,143
New +$83.2K 0.01% 676

Other funds holding WLY

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Rational Advisors's WLY Position: Q4 2013 in Review

Rational Advisors reduced its John Wiley & Sons Class A (WLY) stake by 13% in Q4 2013, selling an estimated $13.7K and leaving 1,884 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #619.

Rational Advisors first reported a position in WLY in Q2 2013 and has held it in 3 quarters since. 233 funds tracked by Wall St. Rank hold WLY as of Q4 2013.

  • Rational Advisors held 1,884 shares of John Wiley & Sons Class A worth $104K as of Q4 2013.
  • Rational Advisors sold 270 John Wiley & Sons Class A shares in Q4 2013, an estimated $13.7K.
  • John Wiley & Sons Class A made up 0.01% of Rational Advisors's portfolio in Q4 2013, its #619 holding.
  • Rational Advisors first reported a position in John Wiley & Sons Class A in Q2 2013 and has held it in 3 quarters since.
  • 233 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.