American Portfolios Advisors’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

American Portfolios Advisors’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
2022 Q3	$1.18K	Hold	100	–	–	﹤0.01%	3242
2022 Q2	$1.18K	Hold	100	–	–	﹤0.01%	3243
2022 Q1	$1.3K	Hold	100	–	–	﹤0.01%	3314
2021 Q4	$1.3K	Hold	100	–	–	﹤0.01%	3274
2021 Q3	$1.25K	Hold	100	–	–	﹤0.01%	3258
2021 Q2	$1.33K	Hold	100	–	–	﹤0.01%	3210
2021 Q1	$1.21K	Hold	100	–	–	﹤0.01%	3103
2020 Q4	$1.14K	Buy	+100	New	+$1.09K	﹤0.01%	2814

Other funds holding HEQ

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

American Portfolios Advisors's HEQ Position: Q3 2022 in Review

American Portfolios Advisors held its John Hancock Hedged Equity & Income Fund (HEQ) position steady in Q3 2022 at 100 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #3242.

American Portfolios Advisors first reported a position in HEQ in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.33K in Q2 2021. 19 funds tracked by Wall St. Rank hold HEQ as of Q3 2022.

American Portfolios Advisors held 100 shares of John Hancock Hedged Equity & Income Fund worth $1.18K as of Q3 2022.
American Portfolios Advisors left its John Hancock Hedged Equity & Income Fund share count unchanged in Q3 2022.
John Hancock Hedged Equity & Income Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3242 holding.
American Portfolios Advisors first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2020 and has held it in 8 quarters since.
American Portfolios Advisors's John Hancock Hedged Equity & Income Fund position peaked at $1.33K in Q2 2021.
19 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.