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Counsel Portfolio Services’s Hershey HSY Stock Holding History

Counsel Portfolio Services’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
Q1 		– Sell
-14,652
Closed -$1.43M – 317
2013
Q4 		$1.43M Sell
14,652
-587
-4% -$56.4K 0.15% 160
2013
Q3 		$1.41M Buy
15,239
+1,805
+13% +$168K 0.07% 159
2013
Q2 		$1.2M Buy
+13,434
New +$1.19M 0.14% 166

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
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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Counsel Portfolio Services's HSY Position: Q1 2014 in Review

Counsel Portfolio Services sold out of Hershey (HSY) in Q1 2014, closing a stake of 14,652 shares — an estimated $1.43M sold.

Counsel Portfolio Services first reported a position in HSY in Q2 2013 and held it in 3 quarters. The position peaked at $1.43M in Q4 2013. 669 funds tracked by Wall St. Rank hold HSY as of Q1 2014.

  • Counsel Portfolio Services reported no remaining Hershey position as of Q1 2014 after selling out during the quarter.
  • Counsel Portfolio Services sold 14,652 Hershey shares in Q1 2014, an estimated $1.43M.
  • Counsel Portfolio Services first reported a position in Hershey in Q2 2013 and held it in 3 quarters.
  • Counsel Portfolio Services's Hershey position peaked at $1.43M in Q4 2013.
  • 669 funds tracked by Wall St. Rank held Hershey as of Q1 2014.

Based on Counsel Portfolio Services's 13F filing for Q1 2014, filed 14 May 2014.