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Gary Goldberg Planning Services’s Hershey HSY Stock Holding History

Gary Goldberg Planning 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
Q4 		$21K Hold
206
– – 0.01% 293
2014
Q3 		$20K Hold
206
– – 0.01% 314
2014
Q2 		$20K Hold
206
– – 0.01% 299
2014
Q1 		$22K Hold
206
– – 0.01% 270
2013
Q4 		$20K Hold
206
– – 0.01% 250
2013
Q3 		$19K Hold
206
– – 0.01% 253
2013
Q2 		$18K Buy
+206
New +$18.2K 0.01% 254

Other funds holding HSY

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 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 $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $63.9B AUM 45.56% 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 $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gary Goldberg Planning Services's HSY Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Hershey (HSY) position steady in Q4 2014 at 206 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #293.

Gary Goldberg Planning Services first reported a position in HSY in Q2 2013 and has held it in 7 quarters since. The position peaked at $22K in Q1 2014. 663 funds tracked by Wall St. Rank hold HSY as of Q4 2014.

  • Gary Goldberg Planning Services held 206 shares of Hershey worth $21K as of Q4 2014.
  • Gary Goldberg Planning Services left its Hershey share count unchanged in Q4 2014.
  • Hershey made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #293 holding.
  • Gary Goldberg Planning Services first reported a position in Hershey in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Hershey position peaked at $22K in Q1 2014.
  • 663 funds tracked by Wall St. Rank held Hershey as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.