SC
WLY icon

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

Sumit Capital’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
2014
Q3 		– Sell
-3,511
Closed -$213K – 151
2014
Q2 		$213K Buy
+3,511
New +$200K 0.89% 53

Other funds holding WLY

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Sumit Capital's WLY Position: Q3 2014 in Review

Sumit Capital sold out of John Wiley & Sons Class A (WLY) in Q3 2014, closing a stake of 3,511 shares — an estimated $213K sold.

Sumit Capital first reported a position in WLY in Q2 2014 and held it in 1 quarter. The position peaked at $213K in Q2 2014. 231 funds tracked by Wall St. Rank hold WLY as of Q3 2014.

  • Sumit Capital reported no remaining John Wiley & Sons Class A position as of Q3 2014 after selling out during the quarter.
  • Sumit Capital sold 3,511 John Wiley & Sons Class A shares in Q3 2014, an estimated $213K.
  • Sumit Capital first reported a position in John Wiley & Sons Class A in Q2 2014 and held it in 1 quarter.
  • Sumit Capital's John Wiley & Sons Class A position peaked at $213K in Q2 2014.
  • 231 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2014.

Based on Sumit Capital's 13F filing for Q3 2014, filed 23 Oct 2014.