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WealthSource Partners’s Hershey HSY Stock Holding History

WealthSource Partners’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
Q1 		– Sell
-2,178
Closed -$247K – 305
2017
Q4 		$247K Hold
2,178
– – 0.08% 238
2017
Q3 		$238K Hold
2,178
– – 0.08% 239
2017
Q2 		$234K Hold
2,178
– – 0.08% 236
2017
Q1 		$238K Hold
2,178
– – 0.09% 226
2016
Q4 		$225K Hold
2,178
– – 0.09% 203
2016
Q3 		$208K Buy
+2,178
New +$230K 0.08% 234

Other funds holding HSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

WealthSource Partners's HSY Position: Q1 2018 in Review

WealthSource Partners sold out of Hershey (HSY) in Q1 2018, closing a stake of 2,178 shares — an estimated $247K sold.

WealthSource Partners first reported a position in HSY in Q3 2016 and held it in 6 quarters. The position peaked at $247K in Q4 2017. 772 funds tracked by Wall St. Rank hold HSY as of Q1 2018.

  • WealthSource Partners reported no remaining Hershey position as of Q1 2018 after selling out during the quarter.
  • WealthSource Partners sold 2,178 Hershey shares in Q1 2018, an estimated $247K.
  • WealthSource Partners first reported a position in Hershey in Q3 2016 and held it in 6 quarters.
  • WealthSource Partners's Hershey position peaked at $247K in Q4 2017.
  • 772 funds tracked by Wall St. Rank held Hershey as of Q1 2018.

Based on WealthSource Partners's 13F filing for Q1 2018, filed 16 Apr 2018.