WFG Advisors’s Hershey HSY Stock Holding History

WFG Advisors’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
2017 Q2	$107K	Buy	998 +201	+25%	+$22.2K	0.02%	516
2017 Q1	$87K	Hold	797	–	–	0.02%	512
2016 Q4	$82K	Buy	797 +1	+0.1%	+$99	0.02%	579
2016 Q3	$76K	Buy	796 +100	+14%	+$10.6K	0.02%	601
2016 Q2	$79K	Sell	696 -307	-31%	-$28.7K	0.02%	561
2016 Q1	$92K	Sell	1,003 -129	-11%	-$11.5K	0.03%	490
2015 Q4	$101K	Buy	1,132 +3	+0.3%	+$269	0.03%	469
2015 Q3	$104K	Sell	1,129 -22	-2%	-$2K	0.03%	455
2015 Q2	$102K	Sell	1,151 -1,561	-58%	-$147K	0.03%	524
2015 Q1	$274K	Sell	2,712 -789	-23%	-$82.3K	0.08%	274
2014 Q4	$364K	Buy	3,501 +62	+2%	+$6.04K	0.07%	298
2014 Q3	$328K	Buy	3,439 +679	+25%	+$62.9K	0.06%	339
2014 Q2	$269K	Buy	2,760 +101	+4%	+$9.9K	0.05%	384
2014 Q1	$278K	Sell	2,659 -4,802	-64%	-$491K	0.06%	367
2013 Q4	$725K	Buy	7,461 +126	+2%	+$12.1K	0.1%	229
2013 Q3	$679K	Buy	7,335 +226	+3%	+$21.1K	0.11%	223
2013 Q2	$635K	Buy	+7,109	New	+$628K	0.11%	222

Other funds holding HSY

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Capital World Investors

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

Janus Henderson Group

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

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

AllianceBernstein

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return