AIC
HEQ

Ameritas Investment Company’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Ameritas Investment Company’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
2020
Q2 		– Sell
-983
Closed -$10K – 859
2020
Q1 		$10K Buy
+983
New +$13.3K ﹤0.01% 1198
2019
Q4 		– Sell
-925
Closed -$13K – 1120
2019
Q3 		$13K Buy
+925
New +$12.8K ﹤0.01% 1053

Other funds holding HEQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Ameritas Investment Company's HEQ Position: Q2 2020 in Review

Ameritas Investment Company sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q2 2020, closing a stake of 983 shares — an estimated $10K sold.

Ameritas Investment Company first reported a position in HEQ in Q3 2019 and held it in 2 quarters. The position peaked at $13K in Q3 2019. 23 funds tracked by Wall St. Rank hold HEQ as of Q2 2020.

  • Ameritas Investment Company reported no remaining John Hancock Hedged Equity & Income Fund position as of Q2 2020 after selling out during the quarter.
  • Ameritas Investment Company sold 983 John Hancock Hedged Equity & Income Fund shares in Q2 2020, an estimated $10K.
  • Ameritas Investment Company first reported a position in John Hancock Hedged Equity & Income Fund in Q3 2019 and held it in 2 quarters.
  • Ameritas Investment Company's John Hancock Hedged Equity & Income Fund position peaked at $13K in Q3 2019.
  • 23 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2020.

Based on Ameritas Investment Company's 13F filing for Q2 2020, filed 14 Aug 2020.