Gideon Capital Advisors’s Hershey HSY Stock Holding History

Gideon Capital Advisors’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
2018 Q3	–	Sell	-8,664	Closed	-$806K	–	408
2018 Q2	$806K	Buy	8,664 +5,713	+194%	+$533K	0.4%	63
2018 Q1	$292K	Sell	2,951 -1,028	-26%	-$106K	0.18%	246
2017 Q4	$452K	Buy	+3,979	New	+$438K	0.4%	62
2017 Q3	–	Sell	-2,859	Closed	-$307K	–	317
2017 Q2	$307K	Buy	+2,859	New	+$315K	0.34%	125
2016 Q3	–	Sell	-2,427	Closed	-$275K	–	229
2016 Q2	$275K	Sell	2,427 -3,243	-57%	-$304K	0.16%	153
2016 Q1	$522K	Buy	+5,670	New	+$506K	0.65%	55
2015 Q2	–	Sell	-14,160	Closed	-$1.43M	–	273
2015 Q1	$1.43M	Buy	+14,160	New	+$1.48M	0.58%	67
2014 Q3	–	Sell	-3,371	Closed	-$328K	–	316
2014 Q2	$328K	Sell	3,371 -41,106	-92%	-$4.03M	0.12%	191
2014 Q1	$4.64M	Buy	+44,477	New	+$4.55M	2.57%	4

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Gideon Capital Advisors's HSY Position: Q3 2018 in Review

Gideon Capital Advisors sold out of Hershey (HSY) in Q3 2018, closing a stake of 8,664 shares — an estimated $806K sold.

Gideon Capital Advisors first reported a position in HSY in Q1 2014 and held it in 9 quarters. The position peaked at $4.64M in Q1 2014. 807 funds tracked by Wall St. Rank hold HSY as of Q3 2018.

Gideon Capital Advisors reported no remaining Hershey position as of Q3 2018 after selling out during the quarter.
Gideon Capital Advisors sold 8,664 Hershey shares in Q3 2018, an estimated $806K.
Gideon Capital Advisors first reported a position in Hershey in Q1 2014 and held it in 9 quarters.
Gideon Capital Advisors's Hershey position peaked at $4.64M in Q1 2014.
807 funds tracked by Wall St. Rank held Hershey as of Q3 2018.

Based on Gideon Capital Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.