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Miles Capital’s Hershey HSY Stock Holding History

Miles 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
2016
Q3 		– Sell
-3,392
Closed -$385K – 174
2016
Q2 		$385K Sell
3,392
-2,467
-42% -$231K 0.26% 84
2016
Q1 		$540K Sell
5,859
-80
-1% -$7.14K 0.36% 67
2015
Q4 		$530K Sell
5,939
-186
-3% -$16.7K 0.36% 76
2015
Q3 		$563K Buy
+6,125
New +$558K 0.4% 66

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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Miles Capital's HSY Position: Q3 2016 in Review

Miles Capital sold out of Hershey (HSY) in Q3 2016, closing a stake of 3,392 shares — an estimated $385K sold.

Miles Capital first reported a position in HSY in Q3 2015 and held it in 4 quarters. The position peaked at $563K in Q3 2015. 698 funds tracked by Wall St. Rank hold HSY as of Q3 2016.

  • Miles Capital reported no remaining Hershey position as of Q3 2016 after selling out during the quarter.
  • Miles Capital sold 3,392 Hershey shares in Q3 2016, an estimated $385K.
  • Miles Capital first reported a position in Hershey in Q3 2015 and held it in 4 quarters.
  • Miles Capital's Hershey position peaked at $563K in Q3 2015.
  • 698 funds tracked by Wall St. Rank held Hershey as of Q3 2016.

Based on Miles Capital's 13F filing for Q3 2016, filed 15 Nov 2016.