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AllSquare Wealth Management’s Hershey HSY Stock Holding History

AllSquare Wealth Management’s Portfolio HSY Stock Details HSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-286
Closed -$26K – 310
2015
Q4 		$26K Sell
286
-4
-1% -$359 0.03% 153
2015
Q3 		$27K Buy
290
+56
+24% +$5.1K 0.03% 147
2015
Q2 		$21K Buy
234
+108
+86% +$10.2K 0.02% 172
2015
Q1 		$13K Buy
+126
New +$13.1K 0.01% 210

Other funds holding HSY

HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AllSquare Wealth Management's HSY Position: Q1 2016 in Review

AllSquare Wealth Management sold out of Hershey (HSY) in Q1 2016, closing a stake of 286 shares — an estimated $26K sold.

AllSquare Wealth Management first reported a position in HSY in Q1 2015 and held it in 4 quarters. The position peaked at $27K in Q3 2015. 700 funds tracked by Wall St. Rank hold HSY as of Q1 2016.

  • AllSquare Wealth Management reported no remaining Hershey position as of Q1 2016 after selling out during the quarter.
  • AllSquare Wealth Management sold 286 Hershey shares in Q1 2016, an estimated $26K.
  • AllSquare Wealth Management first reported a position in Hershey in Q1 2015 and held it in 4 quarters.
  • AllSquare Wealth Management's Hershey position peaked at $27K in Q3 2015.
  • 700 funds tracked by Wall St. Rank held Hershey as of Q1 2016.

Based on AllSquare Wealth Management's 13F filing for Q1 2016, filed 9 May 2016.