Investors Capital Advisory Services’s Hershey HSY Stock Holding History

Investors Capital Advisory 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
2016 Q2	$345K	Buy	3,042 +2	+0.1%	+$187	0.07%	377
2016 Q1	$280K	Buy	3,040 +1	+0%	+$89	0.06%	442
2015 Q4	$271K	Sell	3,039 -299	-9%	-$26.8K	0.05%	472
2015 Q3	$306K	Buy	3,338 +235	+8%	+$21.4K	0.06%	430
2015 Q2	$275K	Sell	3,103 -1,019	-25%	-$96.1K	0.05%	508
2015 Q1	$415K	Buy	4,122 +846	+26%	+$88.3K	0.08%	354
2014 Q4	$340K	Sell	3,276 -59	-2%	-$5.75K	0.06%	398
2014 Q3	$318K	Sell	3,335 -803	-19%	-$74.4K	0.06%	414
2014 Q2	$402K	Sell	4,138 -1,249	-23%	-$122K	0.06%	403
2014 Q1	$562K	Sell	5,387 -114	-2%	-$11.7K	0.12%	250
2013 Q4	$534K	Buy	5,501 +3,009	+121%	+$289K	0.12%	242
2013 Q3	$230K	Buy	2,492 +201	+9%	+$18.7K	0.06%	425
2013 Q2	$204K	Buy	+2,291	New	+$202K	0.06%	410

Other funds holding HSY

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 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 $2.9T AUM 29.55% 1-Year Est. Return

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AAMU

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Investors Capital Advisory Services's HSY Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Hershey (HSY) stake by 0.07% in Q2 2016, buying an estimated $187 and bringing the position to 3,042 shares worth $345K. The position accounts for 0.07% of the portfolio, ranked #377.

Investors Capital Advisory Services first reported a position in HSY in Q2 2013 and has held it in 13 quarters since. The position peaked at $562K in Q1 2014. 723 funds tracked by Wall St. Rank hold HSY as of Q2 2016.

Investors Capital Advisory Services held 3,042 shares of Hershey worth $345K as of Q2 2016.
Investors Capital Advisory Services bought 2 Hershey shares in Q2 2016, an estimated $187.
Hershey made up 0.07% of Investors Capital Advisory Services's portfolio in Q2 2016, its #377 holding.
Investors Capital Advisory Services first reported a position in Hershey in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's Hershey position peaked at $562K in Q1 2014.
723 funds tracked by Wall St. Rank held Hershey as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.