United Services Automobile Association’s John Wiley & Sons Class A WLY Stock Holding History

United Services Automobile Association’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 Q3	–	Sell	-7,025	Closed	-$322K	–	1737
2019 Q2	$322K	Hold	7,025	–	–	﹤0.01%	1838
2019 Q1	$311K	Hold	7,025	–	–	﹤0.01%	1875
2018 Q4	$330K	Hold	7,025	–	–	﹤0.01%	1767
2018 Q3	$426K	Hold	7,025	–	–	﹤0.01%	1754
2018 Q2	$438K	Hold	7,025	–	–	﹤0.01%	1748
2018 Q1	$447K	Buy	+7,025	New	+$455K	﹤0.01%	1739
2017 Q1	–	Sell	-10,530	Closed	-$574K	–	1380
2016 Q4	$574K	Hold	10,530	–	–	﹤0.01%	1189
2016 Q3	$543K	Buy	+10,530	New	+$577K	﹤0.01%	1194
2015 Q1	–	Sell	-64,824	Closed	-$3.84M	–	1302
2014 Q4	$3.84M	Sell	64,824 -2,376	-4%	-$137K	0.01%	780
2014 Q3	$3.77M	Buy	67,200 +6,000	+10%	+$357K	0.01%	771
2014 Q2	$3.71M	Buy	61,200 +5,100	+9%	+$290K	0.01%	780
2014 Q1	$3.23M	Buy	56,100 +3,200	+6%	+$178K	0.01%	822
2013 Q4	$2.92M	Buy	52,900 +29,000	+121%	+$1.47M	0.01%	844
2013 Q3	$1.14M	Sell	23,900 -1,500	-6%	-$67.1K	﹤0.01%	1040
2013 Q2	$1.02M	Buy	+25,400	New	+$986K	﹤0.01%	1029

Other funds holding WLY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

United Services Automobile Association's WLY Position: Q3 2019 in Review

United Services Automobile Association sold out of John Wiley & Sons Class A (WLY) in Q3 2019, closing a stake of 7,025 shares — an estimated $322K sold.

United Services Automobile Association first reported a position in WLY in Q2 2013 and held it in 15 quarters. The position peaked at $3.84M in Q4 2014. 235 funds tracked by Wall St. Rank hold WLY as of Q3 2019.

United Services Automobile Association reported no remaining John Wiley & Sons Class A position as of Q3 2019 after selling out during the quarter.
United Services Automobile Association sold 7,025 John Wiley & Sons Class A shares in Q3 2019, an estimated $322K.
United Services Automobile Association first reported a position in John Wiley & Sons Class A in Q2 2013 and held it in 15 quarters.
United Services Automobile Association's John Wiley & Sons Class A position peaked at $3.84M in Q4 2014.
235 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2019.

Based on United Services Automobile Association's 13F filing for Q3 2019, filed 13 Nov 2019.