CIA
HEQ

Capital Investment Advisors’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Capital Investment 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
-11,000
Closed -$138K – 603
2021
Q3 		$138K Hold
11,000
– – ﹤0.01% 564
2021
Q2 		$146K Hold
11,000
– – 0.01% 550
2021
Q1 		$133K Sell
11,000
-1,000
-8% -$11.7K 0.01% 533
2020
Q4 		$137K Buy
+12,000
New +$131K 0.01% 511

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

Capital Investment Advisors's HEQ Position: Q4 2021 in Review

Capital Investment Advisors sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q4 2021, closing a stake of 11,000 shares — an estimated $138K sold.

Capital Investment Advisors first reported a position in HEQ in Q4 2020 and held it in 4 quarters. The position peaked at $146K in Q2 2021. 19 funds tracked by Wall St. Rank hold HEQ as of Q4 2021.

  • Capital Investment Advisors reported no remaining John Hancock Hedged Equity & Income Fund position as of Q4 2021 after selling out during the quarter.
  • Capital Investment Advisors sold 11,000 John Hancock Hedged Equity & Income Fund shares in Q4 2021, an estimated $138K.
  • Capital Investment Advisors first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2020 and held it in 4 quarters.
  • Capital Investment Advisors's John Hancock Hedged Equity & Income Fund position peaked at $146K in Q2 2021.
  • 19 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q4 2021.

Based on Capital Investment Advisors's 13F filing for Q4 2021, filed 10 Jan 2022.