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Symmetry Partners’s John Wiley & Sons Class A WLY Stock Holding History

Symmetry Partners’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
Q1 		– Sell
-142
Closed -$7K – 437
2018
Q4 		$7K Buy
+142
New +$7.64K ﹤0.01% 377

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CIP
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Franklin Resources
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCP
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Symmetry Partners's WLY Position: Q1 2019 in Review

Symmetry Partners sold out of John Wiley & Sons Class A (WLY) in Q1 2019, closing a stake of 142 shares — an estimated $7K sold.

Symmetry Partners first reported a position in WLY in Q4 2018 and held it in 1 quarter. The position peaked at $7K in Q4 2018. 248 funds tracked by Wall St. Rank hold WLY as of Q1 2019.

  • Symmetry Partners reported no remaining John Wiley & Sons Class A position as of Q1 2019 after selling out during the quarter.
  • Symmetry Partners sold 142 John Wiley & Sons Class A shares in Q1 2019, an estimated $7K.
  • Symmetry Partners first reported a position in John Wiley & Sons Class A in Q4 2018 and held it in 1 quarter.
  • Symmetry Partners's John Wiley & Sons Class A position peaked at $7K in Q4 2018.
  • 248 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2019.

Based on Symmetry Partners's 13F filing for Q1 2019, filed 13 May 2019.