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Security National Trust’s John Wiley & Sons Class A WLY Stock Holding History

Security National Trust’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
Q3 		– Sell
-79
Closed -$3K – 563
2013
Q2 		$3K Buy
+79
New +$3.07K ﹤0.01% 468

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Security National Trust's WLY Position: Q3 2013 in Review

Security National Trust sold out of John Wiley & Sons Class A (WLY) in Q3 2013, closing a stake of 79 shares — an estimated $3K sold.

Security National Trust first reported a position in WLY in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 236 funds tracked by Wall St. Rank hold WLY as of Q3 2013.

  • Security National Trust reported no remaining John Wiley & Sons Class A position as of Q3 2013 after selling out during the quarter.
  • Security National Trust sold 79 John Wiley & Sons Class A shares in Q3 2013, an estimated $3K.
  • Security National Trust first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 1 quarter.
  • Security National Trust's John Wiley & Sons Class A position peaked at $3K in Q2 2013.
  • 236 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2013.

Based on Security National Trust's 13F filing for Q3 2013, filed 15 Nov 2013.