National Penn Investors Trust’s Hershey HSY Stock Holding History

National Penn Investors Trust’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 Q1	$891K	Sell	9,672 -140	-1%	-$12.5K	0.1%	120
2015 Q4	$876K	Sell	9,812 -100	-1%	-$8.97K	0.1%	122
2015 Q3	$911K	Hold	9,912	–	–	0.11%	116
2015 Q2	$880K	Hold	9,912	–	–	0.09%	126
2015 Q1	$1M	Sell	9,912 -800	-7%	-$83.5K	0.11%	117
2014 Q4	$1.11M	Sell	10,712 -250	-2%	-$24.3K	0.13%	101
2014 Q3	$1.05M	Sell	10,962 -292	-3%	-$27K	0.12%	104
2014 Q2	$1.09M	Sell	11,254 -8	-0.1%	-$785	0.13%	104
2014 Q1	$1.18M	Sell	11,262 -1,215	-10%	-$124K	0.14%	102
2013 Q4	$1.21M	Sell	12,477 -3,510	-22%	-$337K	0.14%	110
2013 Q3	$1.48M	Sell	15,987 -900	-5%	-$83.9K	0.18%	107
2013 Q2	$1.51M	Buy	+16,887	New	+$1.49M	0.19%	104

Other funds holding HSY

HTC

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

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 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

National Penn Investors Trust's HSY Position: Q1 2016 in Review

National Penn Investors Trust reduced its Hershey (HSY) stake by 1.4% in Q1 2016, selling an estimated $12.5K and leaving 9,672 shares worth $891K. The position accounts for 0.1% of the portfolio, ranked #120.

National Penn Investors Trust first reported a position in HSY in Q2 2013 and has held it in 12 quarters since. The position peaked at $1.51M in Q2 2013. 700 funds tracked by Wall St. Rank hold HSY as of Q1 2016.

National Penn Investors Trust held 9,672 shares of Hershey worth $891K as of Q1 2016.
National Penn Investors Trust sold 140 Hershey shares in Q1 2016, an estimated $12.5K.
Hershey made up 0.1% of National Penn Investors Trust's portfolio in Q1 2016, its #120 holding.
National Penn Investors Trust first reported a position in Hershey in Q2 2013 and has held it in 12 quarters since.
National Penn Investors Trust's Hershey position peaked at $1.51M in Q2 2013.
700 funds tracked by Wall St. Rank held Hershey as of Q1 2016.

Based on National Penn Investors Trust's 13F filing for Q1 2016, filed 11 May 2016.