Winslow Evans & Crocker’s John Wiley & Sons Class A WLY Stock Holding History

Winslow Evans & Crocker’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
2020 Q3	–	Sell	-38	Closed	-$1K	–	1171
2020 Q2	$1K	Hold	38	–	–	﹤0.01%	1112
2020 Q1	$2K	Hold	38	–	–	﹤0.01%	1083
2019 Q4	$2K	Hold	38	–	–	﹤0.01%	1123
2019 Q3	$2K	Hold	38	–	–	﹤0.01%	1116
2019 Q2	$2K	Hold	38	–	–	﹤0.01%	1113
2019 Q1	$2K	Hold	38	–	–	﹤0.01%	1268
2018 Q4	$2K	Hold	38	–	–	﹤0.01%	1063
2018 Q3	$4K	Hold	38	–	–	﹤0.01%	983
2018 Q2	$4K	Hold	38	–	–	﹤0.01%	995
2018 Q1	$2.42K	Hold	38	–	–	﹤0.01%	999
2017 Q4	$2.5K	Hold	38	–	–	﹤0.01%	1012
2017 Q3	$2.03K	Hold	38	–	–	﹤0.01%	1025
2017 Q2	$2K	Hold	38	–	–	﹤0.01%	1183
2017 Q1	$2.05K	Hold	38	–	–	﹤0.01%	1143
2016 Q4	$2.07K	Hold	38	–	–	﹤0.01%	1145
2016 Q3	$1.96K	Hold	38	–	–	﹤0.01%	1189
2016 Q2	$1.98K	Hold	38	–	–	﹤0.01%	1167
2016 Q1	$1.86K	Hold	38	–	–	﹤0.01%	1177
2015 Q4	$1.71K	Hold	38	–	–	﹤0.01%	1255
2015 Q3	$1.9K	Hold	38	–	–	﹤0.01%	1185
2015 Q2	$2.07K	Hold	38	–	–	﹤0.01%	1204
2015 Q1	$2.32K	Hold	38	–	–	﹤0.01%	1163
2014 Q4	$2.25K	Sell	38 -160	-81%	-$9.2K	﹤0.01%	1186
2014 Q3	$11.1K	Buy	198 +73	+58%	+$4.35K	﹤0.01%	872
2014 Q2	$7.57K	Hold	125	–	–	﹤0.01%	925
2014 Q1	$7.21K	Hold	125	–	–	﹤0.01%	934
2013 Q4	$7K	Buy	+125	New	+$6.32K	﹤0.01%	1048

Other funds holding WLY

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Winslow Evans & Crocker's WLY Position: Q3 2020 in Review

Winslow Evans & Crocker sold out of John Wiley & Sons Class A (WLY) in Q3 2020, closing a stake of 38 shares — an estimated $1K sold.

Winslow Evans & Crocker first reported a position in WLY in Q4 2013 and held it in 27 quarters. The position peaked at $11.1K in Q3 2014. 203 funds tracked by Wall St. Rank hold WLY as of Q3 2020.

Winslow Evans & Crocker reported no remaining John Wiley & Sons Class A position as of Q3 2020 after selling out during the quarter.
Winslow Evans & Crocker sold 38 John Wiley & Sons Class A shares in Q3 2020, an estimated $1K.
Winslow Evans & Crocker first reported a position in John Wiley & Sons Class A in Q4 2013 and held it in 27 quarters.
Winslow Evans & Crocker's John Wiley & Sons Class A position peaked at $11.1K in Q3 2014.
203 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q3 2020.

Based on Winslow Evans & Crocker's 13F filing for Q3 2020, filed 21 Oct 2020.