Asset Planning Services (Pennsylvania)’s Hershey HSY Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-100	Closed	-$15K	–	150
2019 Q3	$15K	Hold	100	–	–	0.01%	185
2019 Q2	$13K	Hold	100	–	–	0.01%	186
2019 Q1	$11K	Hold	100	–	–	0.01%	193
2018 Q4	$11K	Hold	100	–	–	0.01%	191
2018 Q3	$11K	Hold	100	–	–	0.01%	194
2018 Q2	$9K	Hold	100	–	–	﹤0.01%	205
2018 Q1	$10K	Hold	100	–	–	0.01%	205
2017 Q4	$11K	Hold	100	–	–	0.01%	203
2017 Q3	$11K	Hold	100	–	–	0.01%	222
2017 Q2	$11K	Sell	100 -958	-91%	-$106K	0.01%	215
2017 Q1	$116K	Hold	1,058	–	–	0.08%	90
2016 Q4	$109K	Buy	1,058 +500	+90%	+$49.4K	0.09%	85
2016 Q3	$53K	Hold	558	–	–	0.04%	120
2016 Q2	$63K	Hold	558	–	–	0.05%	125
2016 Q1	$51K	Hold	558	–	–	0.05%	133
2015 Q4	$50K	Hold	558	–	–	0.05%	103
2015 Q3	$51K	Hold	558	–	–	0.05%	96
2015 Q2	$50K	Buy	+558	New	+$52.6K	0.05%	116

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s HSY Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Hershey (HSY) in Q4 2019, closing a stake of 100 shares — an estimated $15K sold.

Asset Planning Services (Pennsylvania) first reported a position in HSY in Q2 2015 and held it in 18 quarters. The position peaked at $116K in Q1 2017. 962 funds tracked by Wall St. Rank hold HSY as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Hershey position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 100 Hershey shares in Q4 2019, an estimated $15K.
Asset Planning Services (Pennsylvania) first reported a position in Hershey in Q2 2015 and held it in 18 quarters.
Asset Planning Services (Pennsylvania)'s Hershey position peaked at $116K in Q1 2017.
962 funds tracked by Wall St. Rank held Hershey as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.