RCG
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Ruggie Capital Group’s Hershey HSY Stock Holding History

Ruggie 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
Q4 		– Sell
-100
Closed -$10K – 72
2015
Q3 		$10K Hold
100
– – 0.01% 136
2015
Q2 		$9K Hold
100
– – 0.01% 181
2015
Q1 		$10K Buy
+100
New +$10.4K 0.01% 140

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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Ruggie Capital Group's HSY Position: Q4 2015 in Review

Ruggie Capital Group sold out of Hershey (HSY) in Q4 2015, closing a stake of 100 shares — an estimated $10K sold.

Ruggie Capital Group first reported a position in HSY in Q1 2015 and held it in 3 quarters. The position peaked at $10K in Q3 2015. 688 funds tracked by Wall St. Rank hold HSY as of Q4 2015.

  • Ruggie Capital Group reported no remaining Hershey position as of Q4 2015 after selling out during the quarter.
  • Ruggie Capital Group sold 100 Hershey shares in Q4 2015, an estimated $10K.
  • Ruggie Capital Group first reported a position in Hershey in Q1 2015 and held it in 3 quarters.
  • Ruggie Capital Group's Hershey position peaked at $10K in Q3 2015.
  • 688 funds tracked by Wall St. Rank held Hershey as of Q4 2015.

Based on Ruggie Capital Group's 13F filing for Q4 2015, filed 16 Feb 2016.