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Opus Capital Group’s Hershey HSY Stock Holding History

Opus Capital Group’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
2015
Q2 		– Sell
-6,870
Closed -$693K – 232
2015
Q1 		$693K Buy
6,870
+675
+11% +$70.4K 0.11% 146
2014
Q4 		$644K Buy
6,195
+1,460
+31% +$142K 0.09% 146
2014
Q3 		$452K Buy
+4,735
New +$438K 0.06% 174

Other funds holding HSY

HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $3.37T AUM 44.26% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Opus Capital Group's HSY Position: Q2 2015 in Review

Opus Capital Group sold out of Hershey (HSY) in Q2 2015, closing a stake of 6,870 shares — an estimated $693K sold.

Opus Capital Group first reported a position in HSY in Q3 2014 and held it in 3 quarters. The position peaked at $693K in Q1 2015. 672 funds tracked by Wall St. Rank hold HSY as of Q2 2015.

  • Opus Capital Group reported no remaining Hershey position as of Q2 2015 after selling out during the quarter.
  • Opus Capital Group sold 6,870 Hershey shares in Q2 2015, an estimated $693K.
  • Opus Capital Group first reported a position in Hershey in Q3 2014 and held it in 3 quarters.
  • Opus Capital Group's Hershey position peaked at $693K in Q1 2015.
  • 672 funds tracked by Wall St. Rank held Hershey as of Q2 2015.

Based on Opus Capital Group's 13F filing for Q2 2015, filed 5 Aug 2015.