Invictus RG’s Hershey HSY Stock Holding History

Invictus RG’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 Q3	–	Sell	-436	Closed	-$47K	–	588
2017 Q2	$47K	Sell	436 -981	-69%	-$108K	0.03%	477
2017 Q1	$155K	Buy	+1,417	New	+$152K	0.1%	371
2016 Q3	–	Sell	-76	Closed	-$9K	–	720
2016 Q2	$9K	Sell	76 -64	-46%	-$5.99K	0.01%	519
2016 Q1	$13K	Buy	+140	New	+$12.5K	0.02%	455

Other funds holding HSY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

HTC

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Invictus RG's HSY Position: Q3 2017 in Review

Invictus RG sold out of Hershey (HSY) in Q3 2017, closing a stake of 436 shares — an estimated $47K sold.

Invictus RG first reported a position in HSY in Q1 2016 and held it in 4 quarters. The position peaked at $155K in Q1 2017. 757 funds tracked by Wall St. Rank hold HSY as of Q3 2017.

Invictus RG reported no remaining Hershey position as of Q3 2017 after selling out during the quarter.
Invictus RG sold 436 Hershey shares in Q3 2017, an estimated $47K.
Invictus RG first reported a position in Hershey in Q1 2016 and held it in 4 quarters.
Invictus RG's Hershey position peaked at $155K in Q1 2017.
757 funds tracked by Wall St. Rank held Hershey as of Q3 2017.

Based on Invictus RG's 13F filing for Q3 2017, filed 13 Nov 2017.