Ballew Advisors’s Hershey HSY Stock Holding History

Ballew 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
2018 Q4	–	Sell	-200	Closed	-$21K	–	248
2018 Q3	$21K	Hold	200	–	–	0.02%	237
2018 Q2	$19K	Hold	200	–	–	0.02%	247
2018 Q1	$20K	Buy	+200	New	+$20.7K	0.02%	244

Other funds holding HSY

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Ballew Advisors's HSY Position: Q4 2018 in Review

Ballew Advisors sold out of Hershey (HSY) in Q4 2018, closing a stake of 200 shares — an estimated $21K sold.

Ballew Advisors first reported a position in HSY in Q1 2018 and held it in 3 quarters. The position peaked at $21K in Q3 2018. 847 funds tracked by Wall St. Rank hold HSY as of Q4 2018.

Ballew Advisors reported no remaining Hershey position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 200 Hershey shares in Q4 2018, an estimated $21K.
Ballew Advisors first reported a position in Hershey in Q1 2018 and held it in 3 quarters.
Ballew Advisors's Hershey position peaked at $21K in Q3 2018.
847 funds tracked by Wall St. Rank held Hershey as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.