Spectrum Advisory Services’s Hershey HSY Stock Holding History

Spectrum Advisory Services’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	$785K	Sell	8,523 -400	-4%	-$35.7K	0.31%	89
2015 Q4	$797K	Hold	8,923	–	–	0.32%	93
2015 Q3	$820K	Sell	8,923 -850	-9%	-$77.4K	0.34%	87
2015 Q2	$868K	Sell	9,773 -26	-0.3%	-$2.45K	0.33%	92
2015 Q1	$989K	Sell	9,799 -200	-2%	-$20.9K	0.35%	90
2014 Q4	$1.04M	Hold	9,999	–	–	0.36%	83
2014 Q3	$954K	Hold	9,999	–	–	0.35%	87
2014 Q2	$974K	Sell	9,999 -23	-0.2%	-$2.26K	0.34%	89
2014 Q1	$1.05M	Sell	10,022 -200	-2%	-$20.5K	0.37%	84
2013 Q4	$994K	Hold	10,222	–	–	0.35%	84
2013 Q3	$946K	Hold	10,222	–	–	0.36%	82
2013 Q2	$913K	Buy	+10,222	New	+$903K	0.37%	80

Other funds holding HSY

HTC

Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 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 $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $72.6B AUM 54.88% 1-Year Est. Return

Spectrum Advisory Services's HSY Position: Q1 2016 in Review

Spectrum Advisory Services reduced its Hershey (HSY) stake by 4.5% in Q1 2016, selling an estimated $35.7K and leaving 8,523 shares worth $785K. The position accounts for 0.31% of the portfolio, ranked #89.

Spectrum Advisory Services first reported a position in HSY in Q2 2013 and has held it in 12 quarters since. The position peaked at $1.05M in Q1 2014. 700 funds tracked by Wall St. Rank hold HSY as of Q1 2016.

Spectrum Advisory Services held 8,523 shares of Hershey worth $785K as of Q1 2016.
Spectrum Advisory Services sold 400 Hershey shares in Q1 2016, an estimated $35.7K.
Hershey made up 0.31% of Spectrum Advisory Services's portfolio in Q1 2016, its #89 holding.
Spectrum Advisory Services first reported a position in Hershey in Q2 2013 and has held it in 12 quarters since.
Spectrum Advisory Services's Hershey position peaked at $1.05M in Q1 2014.
700 funds tracked by Wall St. Rank held Hershey as of Q1 2016.

Based on Spectrum Advisory Services's 13F filing for Q1 2016, filed 12 May 2016.