WAS
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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 $11.8B AUM 0.75% 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 $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $63.9B AUM 45.56% 1-Year Est. Return