Kingfisher Capital’s Hershey HSY Stock Holding History

Kingfisher Capital’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
2015 Q2	–	Sell	-12,742	Closed	-$1.29M	–	131
2015 Q1	$1.29M	Buy	12,742 +149	+1%	+$15.5K	0.67%	70
2014 Q4	$1.31M	Buy	12,593 +384	+3%	+$37.4K	0.67%	72
2014 Q3	$1.17M	Sell	12,209 -85	-0.7%	-$7.87K	0.62%	78
2014 Q2	$1.2M	Buy	+12,294	New	+$1.21M	0.62%	75

Other funds holding HSY

HTC

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

JHIU

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIT

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BFA

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

Kingfisher Capital's HSY Position: Q2 2015 in Review

Kingfisher Capital sold out of Hershey (HSY) in Q2 2015, closing a stake of 12,742 shares — an estimated $1.29M sold.

Kingfisher Capital first reported a position in HSY in Q2 2014 and held it in 4 quarters. The position peaked at $1.31M in Q4 2014. 672 funds tracked by Wall St. Rank hold HSY as of Q2 2015.

Kingfisher Capital reported no remaining Hershey position as of Q2 2015 after selling out during the quarter.
Kingfisher Capital sold 12,742 Hershey shares in Q2 2015, an estimated $1.29M.
Kingfisher Capital first reported a position in Hershey in Q2 2014 and held it in 4 quarters.
Kingfisher Capital's Hershey position peaked at $1.31M in Q4 2014.
672 funds tracked by Wall St. Rank held Hershey as of Q2 2015.

Based on Kingfisher Capital's 13F filing for Q2 2015, filed 14 Aug 2015.