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LBA Wealth Management’s Hershey HSY Stock Holding History

LBA Wealth Management’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
Q4 		– Sell
-125
Closed -$12K – 337
2014
Q3 		$12K Hold
125
– – 0.01% 270
2014
Q2 		$12K Hold
125
– – 0.01% 202
2014
Q1 		$13K Hold
125
– – 0.01% 193
2013
Q4 		$12K Buy
+125
New +$12K 0.01% 198

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LBA Wealth Management's HSY Position: Q4 2014 in Review

LBA Wealth Management sold out of Hershey (HSY) in Q4 2014, closing a stake of 125 shares — an estimated $12K sold.

LBA Wealth Management first reported a position in HSY in Q4 2013 and held it in 4 quarters. The position peaked at $13K in Q1 2014. 664 funds tracked by Wall St. Rank hold HSY as of Q4 2014.

  • LBA Wealth Management reported no remaining Hershey position as of Q4 2014 after selling out during the quarter.
  • LBA Wealth Management sold 125 Hershey shares in Q4 2014, an estimated $12K.
  • LBA Wealth Management first reported a position in Hershey in Q4 2013 and held it in 4 quarters.
  • LBA Wealth Management's Hershey position peaked at $13K in Q1 2014.
  • 664 funds tracked by Wall St. Rank held Hershey as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.