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

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 $3.38T AUM 44.17% 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

AAMU

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

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

BFA

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Blue Bell Private Wealth Management's HSY Position: Q4 2016 in Review

Blue Bell Private Wealth Management sold out of Hershey (HSY) in Q4 2016, closing a stake of 900 shares — an estimated $87K sold.

Blue Bell Private Wealth Management first reported a position in HSY in Q4 2013 and held it in 12 quarters. The position peaked at $103K in Q2 2016. 740 funds tracked by Wall St. Rank hold HSY as of Q4 2016.

Blue Bell Private Wealth Management reported no remaining Hershey position as of Q4 2016 after selling out during the quarter.
Blue Bell Private Wealth Management sold 900 Hershey shares in Q4 2016, an estimated $87K.
Blue Bell Private Wealth Management first reported a position in Hershey in Q4 2013 and held it in 12 quarters.
Blue Bell Private Wealth Management's Hershey position peaked at $103K in Q2 2016.
740 funds tracked by Wall St. Rank held Hershey as of Q4 2016.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2016, filed 30 Jan 2017.