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ParenteBeard Wealth Management’s Hershey HSY Stock Holding History

ParenteBeard Wealth 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
2014
Q2 		– Sell
-2,073
Closed -$216K – 109
2014
Q1 		$216K Buy
+2,073
New +$212K 0.11% 98

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

ParenteBeard Wealth Management's HSY Position: Q2 2014 in Review

ParenteBeard Wealth Management sold out of Hershey (HSY) in Q2 2014, closing a stake of 2,073 shares — an estimated $216K sold.

ParenteBeard Wealth Management first reported a position in HSY in Q1 2014 and held it in 1 quarter. The position peaked at $216K in Q1 2014. 649 funds tracked by Wall St. Rank hold HSY as of Q2 2014.

  • ParenteBeard Wealth Management reported no remaining Hershey position as of Q2 2014 after selling out during the quarter.
  • ParenteBeard Wealth Management sold 2,073 Hershey shares in Q2 2014, an estimated $216K.
  • ParenteBeard Wealth Management first reported a position in Hershey in Q1 2014 and held it in 1 quarter.
  • ParenteBeard Wealth Management's Hershey position peaked at $216K in Q1 2014.
  • 649 funds tracked by Wall St. Rank held Hershey as of Q2 2014.

Based on ParenteBeard Wealth Management's 13F filing for Q2 2014, filed 23 Jul 2014.