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Winthrop Partners - WNY’s John Wiley & Sons Class A WLY Stock Holding History

Winthrop Partners - WNY’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
2018
Q4 		– Sell
-600
Closed -$36.4K – 258
2018
Q3 		$36.4K Hold
600
– – 0.03% 190
2018
Q2 		$37.4K Sell
600
-4,650
-89% -$309K 0.03% 195
2018
Q1 		$334K Sell
5,250
-4,775
-48% -$310K 0.26% 90
2017
Q4 		$652K Buy
+10,025
New +$580K 0.53% 60

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CIP
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Winthrop Partners - WNY's WLY Position: Q4 2018 in Review

Winthrop Partners - WNY sold out of John Wiley & Sons Class A (WLY) in Q4 2018, closing a stake of 600 shares — an estimated $36.4K sold.

Winthrop Partners - WNY first reported a position in WLY in Q4 2017 and held it in 4 quarters. The position peaked at $652K in Q4 2017. 262 funds tracked by Wall St. Rank hold WLY as of Q4 2018.

  • Winthrop Partners - WNY reported no remaining John Wiley & Sons Class A position as of Q4 2018 after selling out during the quarter.
  • Winthrop Partners - WNY sold 600 John Wiley & Sons Class A shares in Q4 2018, an estimated $36.4K.
  • Winthrop Partners - WNY first reported a position in John Wiley & Sons Class A in Q4 2017 and held it in 4 quarters.
  • Winthrop Partners - WNY's John Wiley & Sons Class A position peaked at $652K in Q4 2017.
  • 262 funds tracked by Wall St. Rank held John Wiley & Sons Class A as of Q4 2018.

Based on Winthrop Partners - WNY's 13F filing for Q4 2018, filed 22 Jan 2019.