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United Capital Financial Advisors’s John Wiley & Sons Class A WLY Stock Holding History

United Capital Financial Advisors’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
2015
Q4 		– Sell
-5,962
Closed -$298K – 1294
2015
Q3 		$298K Sell
5,962
-64
-1% -$3.33K ﹤0.01% 1056
2015
Q2 		$328K Buy
+6,026
New +$350K ﹤0.01% 1052

Other funds holding WLY

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

United Capital Financial Advisors's WLY Position: Q4 2015 in Review

United Capital Financial Advisors sold out of John Wiley & Sons Class A (WLY) in Q4 2015, closing a stake of 5,962 shares — an estimated $298K sold.

United Capital Financial Advisors first reported a position in WLY in Q2 2015 and held it in 2 quarters. The position peaked at $328K in Q2 2015. 237 funds tracked by Wall St. Rank hold WLY as of Q4 2015.

  • United Capital Financial Advisors reported no remaining John Wiley & Sons Class A position as of Q4 2015 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,962 John Wiley & Sons Class A shares in Q4 2015, an estimated $298K.
  • United Capital Financial Advisors first reported a position in John Wiley & Sons Class A in Q2 2015 and held it in 2 quarters.
  • United Capital Financial Advisors's John Wiley & Sons Class A position peaked at $328K in Q2 2015.
  • 237 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2015.

Based on United Capital Financial Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.