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CrestPoint Capital Management’s Hershey HSY Stock Holding History

CrestPoint Capital 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
2015
Q2 		– Sell
-3,000
Closed -$303K – 220
2015
Q1 		$303K Sell
3,000
-300
-9% -$31.3K 0.16% 181
2014
Q4 		$343K Sell
3,300
-3,200
-49% -$312K 0.19% 174
2014
Q3 		$620K Sell
6,500
-7,450
-53% -$690K 0.37% 101
2014
Q2 		$1.36M Sell
13,950
-100
-0.7% -$9.81K 0.79% 33
2014
Q1 		$1.47M Buy
14,050
+100
+0.7% +$10.2K 0.91% 22
2013
Q4 		$1.36M Buy
+13,950
New +$1.34M 0.9% 26

Other funds holding HSY

HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

CrestPoint Capital Management's HSY Position: Q2 2015 in Review

CrestPoint Capital Management sold out of Hershey (HSY) in Q2 2015, closing a stake of 3,000 shares — an estimated $303K sold.

CrestPoint Capital Management first reported a position in HSY in Q4 2013 and held it in 6 quarters. The position peaked at $1.47M in Q1 2014. 672 funds tracked by Wall St. Rank hold HSY as of Q2 2015.

  • CrestPoint Capital Management reported no remaining Hershey position as of Q2 2015 after selling out during the quarter.
  • CrestPoint Capital Management sold 3,000 Hershey shares in Q2 2015, an estimated $303K.
  • CrestPoint Capital Management first reported a position in Hershey in Q4 2013 and held it in 6 quarters.
  • CrestPoint Capital Management's Hershey position peaked at $1.47M in Q1 2014.
  • 672 funds tracked by Wall St. Rank held Hershey as of Q2 2015.

Based on CrestPoint Capital Management's 13F filing for Q2 2015, filed 16 Jul 2015.