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Rushmore Investment Advisors’s Hershey HSY Stock Holding History

Rushmore Investment Advisors’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
2013
Q2 		$2.62M Buy
+29,344
New +$2.59M 0.53% 51

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
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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Rushmore Investment Advisors's HSY Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in Hershey (HSY) in Q2 2013: 29,344 shares worth $2.62M. The stake represents 0.53% of the portfolio and ranks #51 among its holdings.

580 funds tracked by Wall St. Rank hold HSY as of Q2 2013.

  • Rushmore Investment Advisors held 29,344 shares of Hershey worth $2.62M as of Q2 2013.
  • Hershey was a new Rushmore Investment Advisors position in Q2 2013.
  • Hershey made up 0.53% of Rushmore Investment Advisors's portfolio in Q2 2013, its #51 holding.
  • 580 funds tracked by Wall St. Rank held Hershey as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.