PacWest Financial Management’s Hershey HSY Stock Holding History

PacWest Financial Management’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 Q4	$8.73M	Sell	8,445 -70	-0.8%	-$6.91K	0.52%	66
2016 Q3	$814K	Buy	+8,515	New	+$901K	0.5%	68
2016 Q2	–	Sell	-14,810	Closed	-$1.36M	–	81
2016 Q1	$1.36M	Sell	14,810 -40	-0.3%	-$3.57K	0.88%	55
2015 Q4	$1.33M	Buy	14,850 +325	+2%	+$29.1K	0.89%	55
2015 Q3	$1.33M	Buy	14,525 +360	+3%	+$32.8K	0.99%	52
2015 Q2	$1.26M	Buy	14,165 +1,055	+8%	+$99.5K	0.89%	58
2015 Q1	$1.32M	Buy	13,110 +6,720	+105%	+$701K	0.93%	56
2014 Q4	$664K	Buy	+6,390	New	+$622K	0.47%	71

Other funds holding HSY

HTC

Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 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 $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

AAMU

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

PacWest Financial Management's HSY Position: Q4 2016 in Review

PacWest Financial Management reduced its Hershey (HSY) stake by 0.82% in Q4 2016, selling an estimated $6.91K and leaving 8,445 shares worth $8.73M. The position accounts for 0.52% of the portfolio, ranked #66.

PacWest Financial Management first reported a position in HSY in Q4 2014 and has held it in 8 quarters since. 741 funds tracked by Wall St. Rank hold HSY as of Q4 2016.

PacWest Financial Management held 8,445 shares of Hershey worth $8.73M as of Q4 2016.
PacWest Financial Management sold 70 Hershey shares in Q4 2016, an estimated $6.91K.
Hershey made up 0.52% of PacWest Financial Management's portfolio in Q4 2016, its #66 holding.
PacWest Financial Management first reported a position in Hershey in Q4 2014 and has held it in 8 quarters since.
741 funds tracked by Wall St. Rank held Hershey as of Q4 2016.

Based on PacWest Financial Management's 13F filing for Q4 2016, filed 10 Jan 2017.