Wealthfront’s Hershey HSY Stock Holding History

Wealthfront’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
2018 Q3	$821K	Buy	8,045 +936	+13%	+$92.5K	0.01%	296
2018 Q2	$662K	Buy	7,109 +5,040	+244%	+$470K	0.01%	325
2018 Q1	$205K	Sell	2,069 -3,578	-63%	-$370K	﹤0.01%	498
2017 Q4	$641K	Buy	5,647 +3,234	+134%	+$356K	0.01%	306
2017 Q3	$263K	Sell	2,413 -491	-17%	-$52.3K	﹤0.01%	446
2017 Q2	$312K	Buy	2,904 +276	+11%	+$30.5K	﹤0.01%	373
2017 Q1	$287K	Buy	2,628 +566	+27%	+$60.7K	0.01%	344
2016 Q4	$213K	Buy	+2,062	New	+$204K	﹤0.01%	366
2015 Q4	–	Sell	-2,181	Closed	-$200K	–	618
2015 Q3	$200K	Buy	2,181 +1,588	+268%	+$145K	0.01%	279
2015 Q2	$53K	Sell	593 -266	-31%	-$25.1K	﹤0.01%	504
2015 Q1	$87K	Buy	859 +233	+37%	+$24.3K	﹤0.01%	407
2014 Q4	$65K	Buy	626 +145	+30%	+$14.1K	﹤0.01%	431
2014 Q3	$46K	Sell	481 -708	-60%	-$65.6K	﹤0.01%	423
2014 Q2	$115K	Sell	1,189 -12	-1%	-$1.18K	0.01%	192
2014 Q1	$125K	Buy	+1,201	New	+$123K	0.02%	103

Other funds holding HSY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Wealthfront's HSY Position: Q3 2018 in Review

Wealthfront increased its Hershey (HSY) stake by 13% in Q3 2018, buying an estimated $92.5K and bringing the position to 8,045 shares worth $821K. The position accounts for 0.01% of the portfolio, ranked #296.

Wealthfront first reported a position in HSY in Q1 2014 and has held it in 15 quarters since. 807 funds tracked by Wall St. Rank hold HSY as of Q3 2018.

Wealthfront held 8,045 shares of Hershey worth $821K as of Q3 2018.
Wealthfront bought 936 Hershey shares in Q3 2018, an estimated $92.5K.
Hershey made up 0.01% of Wealthfront's portfolio in Q3 2018, its #296 holding.
Wealthfront first reported a position in Hershey in Q1 2014 and has held it in 15 quarters since.
807 funds tracked by Wall St. Rank held Hershey as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.