AmeriServ Wealth Advisors’s Hershey HSY Stock Holding History

AmeriServ Wealth Advisors’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
2014 Q1	–	Sell	-4,700	Closed	-$457K	–	141
2013 Q4	$457K	Hold	4,700	–	–	0.27%	104
2013 Q3	$435K	Hold	4,700	–	–	0.28%	110
2013 Q2	$420K	Buy	+4,700	New	+$415K	0.27%	102

Other funds holding HSY

HTC

Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AmeriServ Wealth Advisors's HSY Position: Q1 2014 in Review

AmeriServ Wealth Advisors sold out of Hershey (HSY) in Q1 2014, closing a stake of 4,700 shares — an estimated $457K sold.

AmeriServ Wealth Advisors first reported a position in HSY in Q2 2013 and held it in 3 quarters. The position peaked at $457K in Q4 2013. 669 funds tracked by Wall St. Rank hold HSY as of Q1 2014.

AmeriServ Wealth Advisors reported no remaining Hershey position as of Q1 2014 after selling out during the quarter.
AmeriServ Wealth Advisors sold 4,700 Hershey shares in Q1 2014, an estimated $457K.
AmeriServ Wealth Advisors first reported a position in Hershey in Q2 2013 and held it in 3 quarters.
AmeriServ Wealth Advisors's Hershey position peaked at $457K in Q4 2013.
669 funds tracked by Wall St. Rank held Hershey as of Q1 2014.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2014, filed 14 May 2014.