HRIA
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Haberer Registered Investment Advisor’s Hershey HSY Stock Holding History

Haberer Registered Investment Advisor’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
Q1 		$30K Hold
300
– – 0.02% 166
2014
Q4 		$31K Hold
300
– – 0.02% 167
2014
Q3 		$29K Hold
300
– – 0.01% 199
2014
Q2 		$29K Hold
300
– – 0.01% 197
2014
Q1 		$31K Hold
300
– – 0.01% 193
2013
Q4 		$29K Hold
300
– – 0.01% 178
2013
Q3 		$28K Hold
300
– – 0.01% 193
2013
Q2 		$27K Buy
+300
New +$26.5K 0.01% 231

Other funds holding HSY

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 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 $63.9B AUM 45.56% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Haberer Registered Investment Advisor's HSY Position: Q1 2015 in Review

Haberer Registered Investment Advisor held its Hershey (HSY) position steady in Q1 2015 at 300 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #166.

Haberer Registered Investment Advisor first reported a position in HSY in Q2 2013 and has held it in 8 quarters since. The position peaked at $31K in Q4 2014. 663 funds tracked by Wall St. Rank hold HSY as of Q1 2015.

  • Haberer Registered Investment Advisor held 300 shares of Hershey worth $30K as of Q1 2015.
  • Haberer Registered Investment Advisor left its Hershey share count unchanged in Q1 2015.
  • Hershey made up 0.02% of Haberer Registered Investment Advisor's portfolio in Q1 2015, its #166 holding.
  • Haberer Registered Investment Advisor first reported a position in Hershey in Q2 2013 and has held it in 8 quarters since.
  • Haberer Registered Investment Advisor's Hershey position peaked at $31K in Q4 2014.
  • 663 funds tracked by Wall St. Rank held Hershey as of Q1 2015.

Based on Haberer Registered Investment Advisor's 13F filing for Q1 2015, filed 8 Apr 2015.