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Stifel Nicolaus & Co’s Hershey HSY Stock Holding History

Stifel Nicolaus & Co’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
Q3 		$1.35M Sell
14,553
-1,184
-8% -$110K 0.02% 560
2013
Q2 		$1.4M Buy
+15,737
New +$1.39M 0.03% 527

Other funds holding HSY

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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 $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Nicolaus & Co's HSY Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its Hershey (HSY) stake by 7.5% in Q3 2013, selling an estimated $110K and leaving 14,553 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #560.

Stifel Nicolaus & Co first reported a position in HSY in Q2 2013 and has held it in 2 quarters since. The position peaked at $1.4M in Q2 2013. 584 funds tracked by Wall St. Rank hold HSY as of Q3 2013.

  • Stifel Nicolaus & Co held 14,553 shares of Hershey worth $1.35M as of Q3 2013.
  • Stifel Nicolaus & Co sold 1,184 Hershey shares in Q3 2013, an estimated $110K.
  • Hershey made up 0.02% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #560 holding.
  • Stifel Nicolaus & Co first reported a position in Hershey in Q2 2013 and has held it in 2 quarters since.
  • Stifel Nicolaus & Co's Hershey position peaked at $1.4M in Q2 2013.
  • 584 funds tracked by Wall St. Rank held Hershey as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.