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Triangle Securities Wealth Management’s John Wiley & Sons Class A WLY Stock Holding History

Triangle Securities Wealth Management’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
-700
Closed -$28K – 383
2013
Q2 		$28K Buy
+700
New +$27.2K 0.02% 336

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AAMU
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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

Triangle Securities Wealth Management's WLY Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of John Wiley & Sons Class A (WLY) in Q3 2013, closing a stake of 700 shares — an estimated $28K sold.

Triangle Securities Wealth Management first reported a position in WLY in Q2 2013 and held it in 1 quarter. The position peaked at $28K in Q2 2013. 236 funds tracked by Wall St. Rank hold WLY as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining John Wiley & Sons Class A position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 700 John Wiley & Sons Class A shares in Q3 2013, an estimated $28K.
  • Triangle Securities Wealth Management first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's John Wiley & Sons Class A position peaked at $28K in Q2 2013.
  • 236 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.