Beacon Capital Management Inc (Ohio)’s Hershey HSY Stock Holding History

Beacon Capital Management Inc (Ohio)’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 Q3	–	Sell	-255	Closed	-$29K	–	130
2016 Q2	$29K	Sell	255 -300	-54%	-$28.1K	﹤0.01%	64
2016 Q1	$51K	Hold	555	–	–	﹤0.01%	64
2015 Q4	$50K	Sell	555 -230	-29%	-$20.6K	﹤0.01%	73
2015 Q3	$72K	Sell	785 -100	-11%	-$9.11K	0.01%	60
2015 Q2	$79K	Sell	885 -25	-3%	-$2.36K	0.01%	64
2015 Q1	$92K	Hold	910	–	–	0.01%	64
2014 Q4	$95K	Hold	910	–	–	0.01%	64
2014 Q3	$87K	Hold	910	–	–	0.01%	68
2014 Q2	$89K	Hold	910	–	–	0.02%	72
2014 Q1	$95K	Hold	910	–	–	0.02%	66
2013 Q4	$88K	Buy	+910	New	+$87.5K	0.03%	65

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

JHIU

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

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

Beacon Capital Management Inc (Ohio)'s HSY Position: Q3 2016 in Review

Beacon Capital Management Inc (Ohio) sold out of Hershey (HSY) in Q3 2016, closing a stake of 255 shares — an estimated $29K sold.

Beacon Capital Management Inc (Ohio) first reported a position in HSY in Q4 2013 and held it in 11 quarters. The position peaked at $95K in Q4 2014. 698 funds tracked by Wall St. Rank hold HSY as of Q3 2016.

Beacon Capital Management Inc (Ohio) reported no remaining Hershey position as of Q3 2016 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 255 Hershey shares in Q3 2016, an estimated $29K.
Beacon Capital Management Inc (Ohio) first reported a position in Hershey in Q4 2013 and held it in 11 quarters.
Beacon Capital Management Inc (Ohio)'s Hershey position peaked at $95K in Q4 2014.
698 funds tracked by Wall St. Rank held Hershey as of Q3 2016.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2016, filed 11 Oct 2016.