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K2 Principal Fund’s Hershey HSY Stock Holding History

K2 Principal Fund’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
-4,252
Closed -$406K – 303
2016
Q3 		$406K Buy
+4,252
New +$450K 0.05% 211

Other funds holding HSY

HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

K2 Principal Fund's HSY Position: Q4 2016 in Review

K2 Principal Fund sold out of Hershey (HSY) in Q4 2016, closing a stake of 4,252 shares — an estimated $406K sold.

K2 Principal Fund first reported a position in HSY in Q3 2016 and held it in 1 quarter. The position peaked at $406K in Q3 2016. 740 funds tracked by Wall St. Rank hold HSY as of Q4 2016.

  • K2 Principal Fund reported no remaining Hershey position as of Q4 2016 after selling out during the quarter.
  • K2 Principal Fund sold 4,252 Hershey shares in Q4 2016, an estimated $406K.
  • K2 Principal Fund first reported a position in Hershey in Q3 2016 and held it in 1 quarter.
  • K2 Principal Fund's Hershey position peaked at $406K in Q3 2016.
  • 740 funds tracked by Wall St. Rank held Hershey as of Q4 2016.

Based on K2 Principal Fund's 13F filing for Q4 2016, filed 15 Feb 2017.