Advisor Partners II’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Advisor Partners II’s Portfolio HEQ Stock Details HEQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$150K	Buy	+15,673	New	+$163K	0.01%	1206

Other funds holding HEQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisor Partners II's HEQ Position: Q3 2023 in Review

Advisor Partners II opened a new position in John Hancock Hedged Equity & Income Fund (HEQ) in Q3 2023: 15,673 shares worth $150K. The stake represents 0.01% of the portfolio and ranks #1206 among its holdings.

25 funds tracked by Wall St. Rank hold HEQ as of Q3 2023.

Advisor Partners II held 15,673 shares of John Hancock Hedged Equity & Income Fund worth $150K as of Q3 2023.
John Hancock Hedged Equity & Income Fund was a new Advisor Partners II position in Q3 2023.
John Hancock Hedged Equity & Income Fund made up 0.01% of Advisor Partners II's portfolio in Q3 2023, its #1206 holding.
25 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.