Fusion Family Wealth’s Hershey HSY Stock Holding History

Fusion Family Wealth’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
2019 Q1	–	Sell	-3,000	Closed	-$322K	–	192
2018 Q4	$322K	Hold	3,000	–	–	0.09%	51
2018 Q3	$306K	Hold	3,000	–	–	0.08%	50
2018 Q2	$279K	Hold	3,000	–	–	0.08%	55
2018 Q1	$297K	Hold	3,000	–	–	0.1%	46
2017 Q4	$341K	Buy	+3,000	New	+$330K	0.09%	52
2017 Q3	–	Sell	-3,000	Closed	-$322K	–	264
2017 Q2	$322K	Hold	3,000	–	–	0.11%	54
2017 Q1	$328K	Hold	3,000	–	–	0.12%	54
2016 Q4	$314K	Buy	+3,000	New	+$296K	0.18%	58

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

HTC

Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fusion Family Wealth's HSY Position: Q1 2019 in Review

Fusion Family Wealth sold out of Hershey (HSY) in Q1 2019, closing a stake of 3,000 shares — an estimated $322K sold.

Fusion Family Wealth first reported a position in HSY in Q4 2016 and held it in 8 quarters. The position peaked at $341K in Q4 2017. 860 funds tracked by Wall St. Rank hold HSY as of Q1 2019.

Fusion Family Wealth reported no remaining Hershey position as of Q1 2019 after selling out during the quarter.
Fusion Family Wealth sold 3,000 Hershey shares in Q1 2019, an estimated $322K.
Fusion Family Wealth first reported a position in Hershey in Q4 2016 and held it in 8 quarters.
Fusion Family Wealth's Hershey position peaked at $341K in Q4 2017.
860 funds tracked by Wall St. Rank held Hershey as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.