RFS
HSY icon

Rockefeller Financial Services’s Hershey HSY Stock Holding History

Rockefeller Financial Services’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
Q1 		– Sell
-260
Closed -$27K – 528
2014
Q4 		$27K Buy
+260
New +$25.3K ﹤0.01% 414
2013
Q3 		– Sell
-14,000
Closed -$1.25M – 509
2013
Q2 		$1.25M Buy
+14,000
New +$1.24M 0.03% 207

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Rockefeller Financial Services's HSY Position: Q1 2015 in Review

Rockefeller Financial Services sold out of Hershey (HSY) in Q1 2015, closing a stake of 260 shares — an estimated $27K sold.

Rockefeller Financial Services first reported a position in HSY in Q2 2013 and held it in 2 quarters. The position peaked at $1.25M in Q2 2013. 664 funds tracked by Wall St. Rank hold HSY as of Q1 2015.

  • Rockefeller Financial Services reported no remaining Hershey position as of Q1 2015 after selling out during the quarter.
  • Rockefeller Financial Services sold 260 Hershey shares in Q1 2015, an estimated $27K.
  • Rockefeller Financial Services first reported a position in Hershey in Q2 2013 and held it in 2 quarters.
  • Rockefeller Financial Services's Hershey position peaked at $1.25M in Q2 2013.
  • 664 funds tracked by Wall St. Rank held Hershey as of Q1 2015.

Based on Rockefeller Financial Services's 13F filing for Q1 2015, filed 5 May 2015.