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Columbia Capital’s Hershey HSY Stock Holding History

Columbia Capital’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
2014
Q4 		$635K Buy
+6,111
New +$595K 0.69% 55
2014
Q3 		– Sell
-22,975
Closed -$2.24M – 54
2014
Q2 		$2.24M Buy
22,975
+114
+0.5% +$11.2K 1.76% 22
2014
Q1 		$2.27M Buy
22,861
+2,525
+12% +$258K 1.63% 22
2013
Q4 		$1.98M Buy
20,336
+102
+0.5% +$9.8K 1.75% 23
2013
Q3 		$1.88M Buy
20,234
+5,612
+38% +$523K 1.69% 25
2013
Q2 		$1.31M Buy
+14,622
New +$1.29M 1.35% 34

Other funds holding HSY

HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Columbia Capital's HSY Position: Q4 2014 in Review

Columbia Capital opened a new position in Hershey (HSY) in Q4 2014: 6,111 shares worth $635K. The stake represents 0.69% of the portfolio and ranks #55 among its holdings. This is a return to the name: Columbia Capital previously reported a position in HSY as recently as Q2 2014.

Columbia Capital first reported a position in HSY in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.27M in Q1 2014. 664 funds tracked by Wall St. Rank hold HSY as of Q4 2014.

  • Columbia Capital held 6,111 shares of Hershey worth $635K as of Q4 2014.
  • Hershey was a new Columbia Capital position in Q4 2014.
  • Hershey made up 0.69% of Columbia Capital's portfolio in Q4 2014, its #55 holding.
  • Columbia Capital first reported a position in Hershey in Q2 2013 and has held it in 6 quarters since.
  • Columbia Capital's Hershey position peaked at $2.27M in Q1 2014.
  • 664 funds tracked by Wall St. Rank held Hershey as of Q4 2014.

Based on Columbia Capital's 13F filing for Q4 2014, filed 11 Feb 2015.