Boston Private Bank & Trust’s Hershey HSY Stock Holding History

Boston Private Bank & Trust’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
2015 Q1	$2.98M	Sell	29,490 -2,570	-8%	-$268K	0.14%	154
2014 Q4	$3.33M	Buy	32,060 +3,040	+10%	+$296K	0.15%	143
2014 Q3	$2.77M	Buy	29,020 +1,575	+6%	+$146K	0.13%	155
2014 Q2	$2.67M	Buy	27,445 +6,505	+31%	+$638K	0.13%	161
2014 Q1	$2.19M	Sell	20,940 -869	-4%	-$88.9K	0.11%	169
2013 Q4	$2.12M	Sell	21,809 -320	-1%	-$30.8K	0.11%	171
2013 Q3	$2.05M	Buy	22,129 +525	+2%	+$48.9K	0.11%	168
2013 Q2	$1.93M	Buy	+21,604	New	+$1.91M	0.11%	173

Other funds holding HSY

HTC

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

JHIU

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

BIT

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

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

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

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

BFA

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

Boston Private Bank & Trust's HSY Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its Hershey (HSY) stake by 8% in Q1 2015, selling an estimated $268K and leaving 29,490 shares worth $2.98M. The position accounts for 0.14% of the portfolio, ranked #154.

Boston Private Bank & Trust first reported a position in HSY in Q2 2013 and has held it in 8 quarters since. The position peaked at $3.33M in Q4 2014. 664 funds tracked by Wall St. Rank hold HSY as of Q1 2015.

Boston Private Bank & Trust held 29,490 shares of Hershey worth $2.98M as of Q1 2015.
Boston Private Bank & Trust sold 2,570 Hershey shares in Q1 2015, an estimated $268K.
Hershey made up 0.14% of Boston Private Bank & Trust's portfolio in Q1 2015, its #154 holding.
Boston Private Bank & Trust first reported a position in Hershey in Q2 2013 and has held it in 8 quarters since.
Boston Private Bank & Trust's Hershey position peaked at $3.33M in Q4 2014.
664 funds tracked by Wall St. Rank held Hershey as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.