AF
HEQ

Arrow Financial’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Arrow Financial’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
-100
Closed -$1K – 321
2020
Q1 		$1K Buy
+100
New +$1.36K ﹤0.01% 313

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 $71.6B AUM 21.08% 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

Arrow Financial's HEQ Position: Q2 2020 in Review

Arrow Financial sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q2 2020, closing a stake of 100 shares — an estimated $1K sold.

Arrow Financial first reported a position in HEQ in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 23 funds tracked by Wall St. Rank hold HEQ as of Q2 2020.

  • Arrow Financial reported no remaining John Hancock Hedged Equity & Income Fund position as of Q2 2020 after selling out during the quarter.
  • Arrow Financial sold 100 John Hancock Hedged Equity & Income Fund shares in Q2 2020, an estimated $1K.
  • Arrow Financial first reported a position in John Hancock Hedged Equity & Income Fund in Q1 2020 and held it in 1 quarter.
  • Arrow Financial's John Hancock Hedged Equity & Income Fund position peaked at $1K in Q1 2020.
  • 23 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2020.

Based on Arrow Financial's 13F filing for Q2 2020, filed 27 Jul 2020.