Blue Bell Private Wealth Management’s Hershey HSY Stock Holding History

Blue Bell Private Wealth Management’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 Q4	–	Sell	-900	Closed	-$87K	–	331
2016 Q3	$87K	Hold	900	–	–	0.05%	144
2016 Q2	$103K	Hold	900	–	–	0.07%	132
2016 Q1	$83K	Hold	900	–	–	0.06%	163
2015 Q4	$80K	Hold	900	–	–	0.05%	167
2015 Q3	$83K	Hold	900	–	–	0.06%	158
2015 Q2	$80K	Hold	900	–	–	0.05%	161
2015 Q1	$90K	Hold	900	–	–	0.05%	151
2014 Q4	$93K	Hold	900	–	–	0.05%	164
2014 Q3	$86K	Hold	900	–	–	0.05%	174
2014 Q2	$88K	Hold	900	–	–	0.05%	171
2014 Q1	$94K	Hold	900	–	–	0.06%	135
2013 Q4	$88K	Buy	+900	New	+$86.5K	0.07%	139

Other funds holding HSY

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

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

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

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Fidelity Investments

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

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return