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Kovack Advisors’s Hershey HSY Stock Holding History

Kovack Advisors’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
2018
Q4 		– Sell
-2,560
Closed -$261K – 448
2018
Q3 		$261K Sell
2,560
-184
-7% -$18.2K 0.07% 326
2018
Q2 		$255K Buy
2,744
+201
+8% +$18.7K 0.07% 315
2018
Q1 		$252K Buy
2,543
+251
+11% +$25.9K 0.06% 359
2017
Q4 		$260K Buy
2,292
+102
+5% +$11.2K 0.07% 337
2017
Q3 		$239K Sell
2,190
-14
-0.6% -$1.49K 0.08% 281
2017
Q2 		$237K Buy
2,204
+4
+0.2% +$441 0.07% 300
2017
Q1 		$240K Buy
+2,200
New +$236K 0.09% 234

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Kovack Advisors's HSY Position: Q4 2018 in Review

Kovack Advisors sold out of Hershey (HSY) in Q4 2018, closing a stake of 2,560 shares — an estimated $261K sold.

Kovack Advisors first reported a position in HSY in Q1 2017 and held it in 7 quarters. The position peaked at $261K in Q3 2018. 848 funds tracked by Wall St. Rank hold HSY as of Q4 2018.

  • Kovack Advisors reported no remaining Hershey position as of Q4 2018 after selling out during the quarter.
  • Kovack Advisors sold 2,560 Hershey shares in Q4 2018, an estimated $261K.
  • Kovack Advisors first reported a position in Hershey in Q1 2017 and held it in 7 quarters.
  • Kovack Advisors's Hershey position peaked at $261K in Q3 2018.
  • 848 funds tracked by Wall St. Rank held Hershey as of Q4 2018.

Based on Kovack Advisors's 13F filing for Q4 2018, filed 6 Feb 2019.