Smith Hayes Advisers’s Hershey HSY Stock Holding History

Smith Hayes Advisers’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
2016 Q1	$748K	Buy	8,125 +818	+11%	+$73K	0.15%	163
2015 Q4	$652K	Buy	7,307 +1	+0%	+$90	0.14%	173
2015 Q3	$671K	Hold	7,306	–	–	0.15%	167
2015 Q2	$649K	Sell	7,306 -400	-5%	-$37.7K	0.13%	173
2015 Q1	$778K	Buy	7,706 +350	+5%	+$36.5K	0.15%	160
2014 Q4	$765K	Hold	7,356	–	–	0.16%	160
2014 Q3	$702K	Sell	7,356 -943	-11%	-$87.3K	0.16%	147
2014 Q2	$808K	Sell	8,299 -349	-4%	-$34.2K	0.19%	141
2014 Q1	$903K	Buy	8,648 +201	+2%	+$20.6K	0.22%	129
2013 Q4	$821K	Buy	8,447 +407	+5%	+$39.1K	0.27%	113
2013 Q3	$744K	Buy	8,040 +366	+5%	+$34.1K	0.28%	103
2013 Q2	$685K	Buy	+7,674	New	+$678K	0.28%	102

Other funds holding HSY

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Smith Hayes Advisers's HSY Position: Q1 2016 in Review

Smith Hayes Advisers increased its Hershey (HSY) stake by 11% in Q1 2016, buying an estimated $73K and bringing the position to 8,125 shares worth $748K. The position accounts for 0.15% of the portfolio, ranked #163.

Smith Hayes Advisers first reported a position in HSY in Q2 2013 and has held it in 12 quarters since. The position peaked at $903K in Q1 2014. 699 funds tracked by Wall St. Rank hold HSY as of Q1 2016.

Smith Hayes Advisers held 8,125 shares of Hershey worth $748K as of Q1 2016.
Smith Hayes Advisers bought 818 Hershey shares in Q1 2016, an estimated $73K.
Hershey made up 0.15% of Smith Hayes Advisers's portfolio in Q1 2016, its #163 holding.
Smith Hayes Advisers first reported a position in Hershey in Q2 2013 and has held it in 12 quarters since.
Smith Hayes Advisers's Hershey position peaked at $903K in Q1 2014.
699 funds tracked by Wall St. Rank held Hershey as of Q1 2016.

Based on Smith Hayes Advisers's 13F filing for Q1 2016, filed 16 May 2016.