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Simply Money Advisors’s Hershey HSY Stock Holding History

Simply Money 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
2014
Q1 		– Sell
-50
Closed -$5K – 58
2013
Q4 		$5K Buy
+50
New +$4.81K ﹤0.01% 43
2013
Q3 		– Sell
-33
Closed -$3K – 227
2013
Q2 		$3K Buy
+33
New +$2.92K ﹤0.01% 342

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Simply Money Advisors's HSY Position: Q1 2014 in Review

Simply Money Advisors sold out of Hershey (HSY) in Q1 2014, closing a stake of 50 shares — an estimated $5K sold.

Simply Money Advisors first reported a position in HSY in Q2 2013 and held it in 2 quarters. The position peaked at $5K in Q4 2013. 669 funds tracked by Wall St. Rank hold HSY as of Q1 2014.

  • Simply Money Advisors reported no remaining Hershey position as of Q1 2014 after selling out during the quarter.
  • Simply Money Advisors sold 50 Hershey shares in Q1 2014, an estimated $5K.
  • Simply Money Advisors first reported a position in Hershey in Q2 2013 and held it in 2 quarters.
  • Simply Money Advisors's Hershey position peaked at $5K in Q4 2013.
  • 669 funds tracked by Wall St. Rank held Hershey as of Q1 2014.

Based on Simply Money Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.