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Winch Advisory Services’s John Wiley & Sons Class A WLY Stock Holding History

Winch Advisory Services’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
Q2 		– Sell
-34
Closed -$2K – 349
2015
Q1 		$2K Buy
+34
New +$2.09K ﹤0.01% 283

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Winch Advisory Services's WLY Position: Q2 2015 in Review

Winch Advisory Services sold out of John Wiley & Sons Class A (WLY) in Q2 2015, closing a stake of 34 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in WLY in Q1 2015 and held it in 1 quarter. The position peaked at $2K in Q1 2015. 247 funds tracked by Wall St. Rank hold WLY as of Q2 2015.

  • Winch Advisory Services reported no remaining John Wiley & Sons Class A position as of Q2 2015 after selling out during the quarter.
  • Winch Advisory Services sold 34 John Wiley & Sons Class A shares in Q2 2015, an estimated $2K.
  • Winch Advisory Services first reported a position in John Wiley & Sons Class A in Q1 2015 and held it in 1 quarter.
  • Winch Advisory Services's John Wiley & Sons Class A position peaked at $2K in Q1 2015.
  • 247 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q2 2015.

Based on Winch Advisory Services's 13F filing for Q2 2015, filed 11 Aug 2015.