Cetera Advisor Networks’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Cetera Advisor Networks’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	-11,915	Closed	-$150K	–	2076
2021 Q3	$150K	Sell	11,915 -15,585	-57%	-$207K	﹤0.01%	1854
2021 Q2	$365K	Hold	27,500	–	–	0.01%	1368
2021 Q1	$331K	Sell	27,500 -4,500	-14%	-$52.5K	0.01%	1082
2020 Q4	$366K	Sell	32,000 -8,300	-21%	-$90.4K	0.01%	948
2020 Q3	$426K	Buy	40,300 +4,400	+12%	+$49.1K	0.01%	773
2020 Q2	$404K	Buy	35,900 +3,600	+11%	+$39.6K	0.01%	773
2020 Q1	$328K	Buy	32,300 +11,700	+57%	+$159K	0.01%	772
2019 Q4	$307K	Hold	20,600	–	–	0.01%	939
2019 Q3	$285K	Buy	20,600 +5,500	+36%	+$76.4K	0.01%	944
2019 Q2	$210K	Buy	+15,100	New	+$215K	0.01%	1070

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Advisor Networks's HEQ Position: Q4 2021 in Review

Cetera Advisor Networks sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q4 2021, closing a stake of 11,915 shares — an estimated $150K sold.

Cetera Advisor Networks first reported a position in HEQ in Q2 2019 and held it in 10 quarters. The position peaked at $426K in Q3 2020. 19 funds tracked by Wall St. Rank hold HEQ as of Q4 2021.

Cetera Advisor Networks reported no remaining John Hancock Hedged Equity & Income Fund position as of Q4 2021 after selling out during the quarter.
Cetera Advisor Networks sold 11,915 John Hancock Hedged Equity & Income Fund shares in Q4 2021, an estimated $150K.
Cetera Advisor Networks first reported a position in John Hancock Hedged Equity & Income Fund in Q2 2019 and held it in 10 quarters.
Cetera Advisor Networks's John Hancock Hedged Equity & Income Fund position peaked at $426K in Q3 2020.
19 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q4 2021.

Based on Cetera Advisor Networks's 13F filing for Q4 2021, filed 14 Feb 2022.