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KMS Financial Services’s Hershey HSY Stock Holding History

KMS Financial 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
2014
Q3 		$2.14M Sell
22,382
-2,456
-10% -$227K 0.3% 75
2014
Q2 		$2.42M Buy
24,838
+168
+0.7% +$16.5K 0.35% 67
2014
Q1 		$2.58M Buy
24,670
+2,805
+13% +$287K 0.41% 54
2013
Q4 		$2.13M Buy
21,865
+17,359
+385% +$1.67M 0.36% 62
2013
Q3 		$417K Buy
4,506
+398
+10% +$37.1K 0.1% 232
2013
Q2 		$367K Buy
+4,108
New +$363K 0.1% 236

Other funds holding HSY

HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

KMS Financial Services's HSY Position: Q3 2014 in Review

KMS Financial Services reduced its Hershey (HSY) stake by 9.9% in Q3 2014, selling an estimated $227K and leaving 22,382 shares worth $2.14M. The position accounts for 0.3% of the portfolio, ranked #75.

KMS Financial Services first reported a position in HSY in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.58M in Q1 2014. 630 funds tracked by Wall St. Rank hold HSY as of Q3 2014.

  • KMS Financial Services held 22,382 shares of Hershey worth $2.14M as of Q3 2014.
  • KMS Financial Services sold 2,456 Hershey shares in Q3 2014, an estimated $227K.
  • Hershey made up 0.3% of KMS Financial Services's portfolio in Q3 2014, its #75 holding.
  • KMS Financial Services first reported a position in Hershey in Q2 2013 and has held it in 6 quarters since.
  • KMS Financial Services's Hershey position peaked at $2.58M in Q1 2014.
  • 630 funds tracked by Wall St. Rank held Hershey as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.