AWA
HEQ

Arkadios Wealth Advisors’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Arkadios Wealth 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
2021
Q4 		– Sell
-238
Closed -$2K – 1083
2021
Q3 		$2K Sell
238
-645
-73% -$8.58K ﹤0.01% 1746
2021
Q2 		$11K Buy
883
+772
+695% +$9.73K ﹤0.01% 1504
2021
Q1 		$1K Sell
111
-28
-20% -$327 ﹤0.01% 1586
2020
Q4 		$1K Buy
+139
New +$1.51K ﹤0.01% 1317

Other funds holding HEQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arkadios Wealth Advisors's HEQ Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q4 2021, closing a stake of 238 shares — an estimated $2K sold.

Arkadios Wealth Advisors first reported a position in HEQ in Q4 2020 and held it in 4 quarters. The position peaked at $11K in Q2 2021. 19 funds tracked by Wall St. Rank hold HEQ as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining John Hancock Hedged Equity & Income Fund position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 238 John Hancock Hedged Equity & Income Fund shares in Q4 2021, an estimated $2K.
  • Arkadios Wealth Advisors first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's John Hancock Hedged Equity & Income Fund position peaked at $11K in Q2 2021.
  • 19 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.