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Stifel Nicolaus & Co’s John Wiley & Sons Class A WLY Stock Holding History

Stifel Nicolaus & Co’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 		$2.22M Buy
46,547
+7,165
+18% +$321K 0.04% 430
2013
Q2 		$1.58M Buy
+39,382
New +$1.53M 0.03% 490

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Stifel Nicolaus & Co's WLY Position: Q3 2013 in Review

Stifel Nicolaus & Co increased its John Wiley & Sons Class A (WLY) stake by 18% in Q3 2013, buying an estimated $321K and bringing the position to 46,547 shares worth $2.22M. The position accounts for 0.04% of the portfolio, ranked #430.

Stifel Nicolaus & Co first reported a position in WLY in Q2 2013 and has held it in 2 quarters since. 236 funds tracked by Wall St. Rank hold WLY as of Q3 2013.

  • Stifel Nicolaus & Co held 46,547 shares of John Wiley & Sons Class A worth $2.22M as of Q3 2013.
  • Stifel Nicolaus & Co bought 7,165 John Wiley & Sons Class A shares in Q3 2013, an estimated $321K.
  • John Wiley & Sons Class A made up 0.04% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #430 holding.
  • Stifel Nicolaus & Co first reported a position in John Wiley & Sons Class A in Q2 2013 and has held it in 2 quarters since.
  • 236 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.