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Bellwether Investment Group’s Hershey HSY Stock Holding History

Bellwether Investment Group’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
2017
Q1 		– Sell
-29
Closed -$3K – 856
2016
Q4 		$3K Buy
+29
New +$2.86K ﹤0.01% 856
2016
Q2 		$3K Buy
+29
New +$2.71K ﹤0.01% 538

Other funds holding HSY

HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bellwether Investment Group's HSY Position: Q1 2017 in Review

Bellwether Investment Group sold out of Hershey (HSY) in Q1 2017, closing a stake of 29 shares — an estimated $3K sold.

Bellwether Investment Group first reported a position in HSY in Q2 2016 and held it in 2 quarters. The position peaked at $3K in Q4 2016. 770 funds tracked by Wall St. Rank hold HSY as of Q1 2017.

  • Bellwether Investment Group reported no remaining Hershey position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 29 Hershey shares in Q1 2017, an estimated $3K.
  • Bellwether Investment Group first reported a position in Hershey in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Hershey position peaked at $3K in Q4 2016.
  • 770 funds tracked by Wall St. Rank held Hershey as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.