Rehmann Capital Advisory Group’s John Wiley & Sons Class A WLY Stock Holding History

Rehmann Capital Advisory Group’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	$1.1K	Hold	25	–	–	﹤0.01%	1540
2019 Q2	$1.15K	Hold	25	–	–	﹤0.01%	1901
2019 Q1	$1.1K	Hold	25	–	–	﹤0.01%	1912
2018 Q4	$1.17K	Sell	25 -30	-55%	-$1.61K	﹤0.01%	1611
2018 Q3	$3.33K	Sell	55 -4	-7%	-$249	﹤0.01%	1659
2018 Q2	$3.68K	Hold	59	–	–	﹤0.01%	1630
2018 Q1	$4K	Buy	+59	New	+$3.83K	﹤0.01%	1588

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

Rehmann Capital Advisory Group's WLY Position: Q3 2019 in Review

Rehmann Capital Advisory Group held its John Wiley & Sons Class A (WLY) position steady in Q3 2019 at 25 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

Rehmann Capital Advisory Group first reported a position in WLY in Q1 2018 and has held it in 7 quarters since. The position peaked at $4K in Q1 2018. 235 funds tracked by Wall St. Rank hold WLY as of Q3 2019.

Rehmann Capital Advisory Group held 25 shares of John Wiley & Sons Class A worth $1.1K as of Q3 2019.
Rehmann Capital Advisory Group left its John Wiley & Sons Class A share count unchanged in Q3 2019.
John Wiley & Sons Class A made up ﹤0.01% of Rehmann Capital Advisory Group's portfolio in Q3 2019, its #1540 holding.
Rehmann Capital Advisory Group first reported a position in John Wiley & Sons Class A in Q1 2018 and has held it in 7 quarters since.
Rehmann Capital Advisory Group's John Wiley & Sons Class A position peaked at $4K in Q1 2018.
235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.