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Samson Capital Advisors’s Hershey HSY Stock Holding History

Samson Capital 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
2015
Q3 		$206K Buy
+2,240
New +$204K 0.09% 73
2015
Q2 		– Sell
-2,240
Closed -$226K – 40
2015
Q1 		$226K Hold
2,240
– – 0.17% 33
2014
Q4 		$233K Buy
+2,240
New +$218K 0.19% 37

Other funds holding HSY

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 16.26% 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 18.14% 1-Year Est. Return

Samson Capital Advisors's HSY Position: Q3 2015 in Review

Samson Capital Advisors opened a new position in Hershey (HSY) in Q3 2015: 2,240 shares worth $206K. The stake represents 0.09% of the portfolio and ranks #73 among its holdings. This is a return to the name: Samson Capital Advisors previously reported a position in HSY as recently as Q1 2015.

Samson Capital Advisors first reported a position in HSY in Q4 2014 and has held it in 3 quarters since. The position peaked at $233K in Q4 2014. 663 funds tracked by Wall St. Rank hold HSY as of Q3 2015.

  • Samson Capital Advisors held 2,240 shares of Hershey worth $206K as of Q3 2015.
  • Hershey was a new Samson Capital Advisors position in Q3 2015.
  • Hershey made up 0.09% of Samson Capital Advisors's portfolio in Q3 2015, its #73 holding.
  • Samson Capital Advisors first reported a position in Hershey in Q4 2014 and has held it in 3 quarters since.
  • Samson Capital Advisors's Hershey position peaked at $233K in Q4 2014.
  • 663 funds tracked by Wall St. Rank held Hershey as of Q3 2015.

Based on Samson Capital Advisors's 13F filing for Q3 2015, filed 22 Oct 2015.