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Mountain Capital Investment Advisors’s Hershey HSY Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-175
Closed -$19K – 198
2017
Q3 		$19K Hold
175
– – 0.02% 192
2017
Q2 		$19K Buy
+175
New +$19.3K 0.02% 214

Other funds holding HSY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mountain Capital Investment Advisors's HSY Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Hershey (HSY) in Q4 2017, closing a stake of 175 shares — an estimated $19K sold.

Mountain Capital Investment Advisors first reported a position in HSY in Q2 2017 and held it in 2 quarters. The position peaked at $19K in Q3 2017. 805 funds tracked by Wall St. Rank hold HSY as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Hershey position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 175 Hershey shares in Q4 2017, an estimated $19K.
  • Mountain Capital Investment Advisors first reported a position in Hershey in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Hershey position peaked at $19K in Q3 2017.
  • 805 funds tracked by Wall St. Rank held Hershey as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.