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Westpac Banking Corp’s John Wiley & Sons Class A WLY Stock Holding History

Westpac Banking Corp’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
2016
Q1 		– Sell
-25,100
Closed -$1.13M – 911
2015
Q4 		$1.13M Hold
25,100
– – 0.01% 556
2015
Q3 		$1.26M Hold
25,100
– – 0.01% 500
2015
Q2 		$1.36M Sell
25,100
-2,600
-9% -$151K 0.01% 461
2015
Q1 		$1.69M Buy
+27,700
New +$1.7M 0.01% 528

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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Westpac Banking Corp's WLY Position: Q1 2016 in Review

Westpac Banking Corp sold out of John Wiley & Sons Class A (WLY) in Q1 2016, closing a stake of 25,100 shares — an estimated $1.13M sold.

Westpac Banking Corp first reported a position in WLY in Q1 2015 and held it in 4 quarters. The position peaked at $1.69M in Q1 2015. 232 funds tracked by Wall St. Rank hold WLY as of Q1 2016.

  • Westpac Banking Corp reported no remaining John Wiley & Sons Class A position as of Q1 2016 after selling out during the quarter.
  • Westpac Banking Corp sold 25,100 John Wiley & Sons Class A shares in Q1 2016, an estimated $1.13M.
  • Westpac Banking Corp first reported a position in John Wiley & Sons Class A in Q1 2015 and held it in 4 quarters.
  • Westpac Banking Corp's John Wiley & Sons Class A position peaked at $1.69M in Q1 2015.
  • 232 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q1 2016.

Based on Westpac Banking Corp's 13F filing for Q1 2016, filed 13 May 2016.