Mariner Wealth Advisors (Cincinnati)’s Hershey HSY Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q3	$281K	Buy	2,752 +52	+2%	+$5.14K	0.02%	250
2018 Q2	$251K	Sell	2,700 -120	-4%	-$11.2K	0.01%	267
2018 Q1	$279K	Buy	2,820 +11	+0.4%	+$1.14K	0.02%	238
2017 Q4	$319K	Hold	2,809	–	–	0.02%	225
2017 Q3	$307K	Hold	2,809	–	–	0.02%	216
2017 Q2	$302K	Hold	2,809	–	–	0.02%	213
2017 Q1	$307K	Hold	2,809	–	–	0.02%	215
2016 Q4	$291K	Sell	2,809 -45	-2%	-$4.44K	0.02%	208
2016 Q3	$273K	Hold	2,854	–	–	0.02%	217
2016 Q2	$324K	Hold	2,854	–	–	0.03%	204
2016 Q1	$263K	Hold	2,854	–	–	0.03%	206
2015 Q4	$255K	Buy	+2,854	New	+$256K	0.02%	208
2015 Q1	$367K	Sell	3,641 -76	-2%	-$7.93K	0.05%	127
2014 Q4	$386K	Buy	3,717 +76	+2%	+$7.4K	0.06%	129
2014 Q3	$347K	Hold	3,641	–	–	0.06%	132
2014 Q2	$355K	Hold	3,641	–	–	0.06%	116
2014 Q1	$380K	Buy	3,641 +291	+9%	+$29.8K	0.06%	105
2013 Q4	$326K	Buy	+3,350	New	+$322K	0.05%	115

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s HSY Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Hershey (HSY) stake by 1.9% in Q3 2018, buying an estimated $5.14K and bringing the position to 2,752 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #250.

Mariner Wealth Advisors (Cincinnati) first reported a position in HSY in Q4 2013 and has held it in 18 quarters since. The position peaked at $386K in Q4 2014. 806 funds tracked by Wall St. Rank hold HSY as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 2,752 shares of Hershey worth $281K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 52 Hershey shares in Q3 2018, an estimated $5.14K.
Hershey made up 0.02% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #250 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Hershey in Q4 2013 and has held it in 18 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Hershey position peaked at $386K in Q4 2014.
806 funds tracked by Wall St. Rank held Hershey as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.