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PacWest Financial Management Inc: HSY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PacWest Financial Management Inc on HSY, newest first. How the timeline and the estimate are built.

PacWest Financial Management Inc held 8,445 HSY shares at 2016-12-31 per its 13F-HR filed 2017-01-10.

the latest 13F is the newest step

  1. period ended2016-12-31
    13F 8,445 shares
    Change vs previous 13F -70 shares

    0.52% of the 13F portfolio, value $8,734,000.

    13F-HR 0001304762-17-000001 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2016-09-30
    13F 8,515 shares
    Change vs previous 13F +8,515 shares

    0.5% of the 13F portfolio, value $814,000.

    13F-HR 0001304762-16-000008 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2016-06-30
    13F 0 shares
    Change vs previous 13F -14,810 shares

    13F-HR 0001304762-16-000007 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2016-03-31
    13F 14,810 shares
    Change vs previous 13F -40 shares

    0.88% of the 13F portfolio, value $1,363,000.

    13F-HR 0001304762-16-000006 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2015-12-31
    13F 14,850 shares
    Change vs previous 13F +325 shares

    0.89% of the 13F portfolio, value $1,326,000.

    13F-HR 0001304762-16-000005 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2015-09-30
    13F 14,525 shares
    Change vs previous 13F +360 shares

    0.99% of the 13F portfolio, value $1,335,000.

    13F-HR 0001304762-15-000004 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2015-06-30
    13F 14,165 shares
    Change vs previous 13F +1,055 shares

    0.89% of the 13F portfolio, value $1,258,000.

    13F-HR 0001304762-15-000003 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2015-03-31
    13F 13,110 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $1,323,000.

    13F-HR 0001304762-15-000002 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).