Integrated Wealth Management (Palm Desert)’s Hershey HSY Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-511	Closed	-$49K	–	582
2016 Q3	$49K	Hold	511	–	–	0.02%	415
2016 Q2	$58K	Hold	511	–	–	0.02%	380
2016 Q1	$47K	Hold	511	–	–	0.02%	398
2015 Q4	$46K	Hold	511	–	–	0.02%	406
2015 Q3	$47K	Hold	511	–	–	0.02%	392
2015 Q2	$45K	Sell	511 -34	-6%	-$3.21K	0.02%	421
2015 Q1	$54K	Buy	+545	New	+$56.9K	0.02%	376

Other funds holding HSY

HTC

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

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s HSY Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Hershey (HSY) in Q4 2016, closing a stake of 511 shares — an estimated $49K sold.

Integrated Wealth Management (Palm Desert) first reported a position in HSY in Q1 2015 and held it in 7 quarters. The position peaked at $58K in Q2 2016. 741 funds tracked by Wall St. Rank hold HSY as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Hershey position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 511 Hershey shares in Q4 2016, an estimated $49K.
Integrated Wealth Management (Palm Desert) first reported a position in Hershey in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Hershey position peaked at $58K in Q2 2016.
741 funds tracked by Wall St. Rank held Hershey as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.