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Winch Advisory Services’s Hershey HSY Stock Holding History

Winch Advisory Services’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
2016
Q1 		– Sell
-205
Closed -$18K – 259
2015
Q4 		$18K Hold
205
– – 0.02% 88
2015
Q3 		$19K Buy
205
+1
+0.5% +$91 0.03% 85
2015
Q2 		$18K Buy
204
+2
+1% +$189 0.01% 144
2015
Q1 		$20K Buy
+202
New +$21.1K 0.01% 112
2014
Q4 		– Sell
-357
Closed -$34K – 104
2014
Q3 		$34K Buy
357
+2
+0.6% +$185 0.02% 85
2014
Q2 		$35K Buy
355
+2
+0.6% +$196 0.02% 104
2014
Q1 		$37K Buy
+353
New +$36.1K 0.02% 111

Other funds holding HSY

HTC
Hershey Trust Company Hershey, Pennsylvania $9.82B AUM 0.48% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Winch Advisory Services's HSY Position: Q1 2016 in Review

Winch Advisory Services sold out of Hershey (HSY) in Q1 2016, closing a stake of 205 shares — an estimated $18K sold.

Winch Advisory Services first reported a position in HSY in Q1 2014 and held it in 7 quarters. The position peaked at $37K in Q1 2014. 700 funds tracked by Wall St. Rank hold HSY as of Q1 2016.

  • Winch Advisory Services reported no remaining Hershey position as of Q1 2016 after selling out during the quarter.
  • Winch Advisory Services sold 205 Hershey shares in Q1 2016, an estimated $18K.
  • Winch Advisory Services first reported a position in Hershey in Q1 2014 and held it in 7 quarters.
  • Winch Advisory Services's Hershey position peaked at $37K in Q1 2014.
  • 700 funds tracked by Wall St. Rank held Hershey as of Q1 2016.

Based on Winch Advisory Services's 13F filing for Q1 2016, filed 12 May 2016.