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Independent Portfolio Consultants’s Hershey HSY Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$163K Buy
1,521
+886
+140% +$97.8K 0.07% 324
2017
Q1 		$69K Buy
+635
New +$68.1K 0.02% 514
2015
Q2 		– Sell
-20
Closed -$2K – 940
2015
Q1 		$2K Buy
+20
New +$2.09K ﹤0.01% 865

Other funds holding HSY

HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independent Portfolio Consultants's HSY Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Hershey (HSY) stake by 140% in Q2 2017, buying an estimated $97.8K and bringing the position to 1,521 shares worth $163K. The position accounts for 0.07% of the portfolio, ranked #324.

Independent Portfolio Consultants first reported a position in HSY in Q1 2015 and has held it in 3 quarters since. 767 funds tracked by Wall St. Rank hold HSY as of Q2 2017.

  • Independent Portfolio Consultants held 1,521 shares of Hershey worth $163K as of Q2 2017.
  • Independent Portfolio Consultants bought 886 Hershey shares in Q2 2017, an estimated $97.8K.
  • Hershey made up 0.07% of Independent Portfolio Consultants's portfolio in Q2 2017, its #324 holding.
  • Independent Portfolio Consultants first reported a position in Hershey in Q1 2015 and has held it in 3 quarters since.
  • 767 funds tracked by Wall St. Rank held Hershey as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.