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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

HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WFG Advisors's HSY Position: Q2 2017 in Review

WFG Advisors increased its Hershey (HSY) stake by 25% in Q2 2017, buying an estimated $22.2K and bringing the position to 998 shares worth $107K. The position accounts for 0.02% of the portfolio, ranked #516.

WFG Advisors first reported a position in HSY in Q2 2013 and has held it in 17 quarters since. The position peaked at $725K in Q4 2013. 767 funds tracked by Wall St. Rank hold HSY as of Q2 2017.

  • WFG Advisors held 998 shares of Hershey worth $107K as of Q2 2017.
  • WFG Advisors bought 201 Hershey shares in Q2 2017, an estimated $22.2K.
  • Hershey made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #516 holding.
  • WFG Advisors first reported a position in Hershey in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Hershey position peaked at $725K in Q4 2013.
  • 767 funds tracked by Wall St. Rank held Hershey as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.