CCP
HEQ

Clough Capital Partners’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Clough Capital Partners’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
2023
Q3 		– Sell
-59,800
Closed -$645K – 219
2023
Q2 		$645K Buy
+59,800
New +$650K 0.06% 143

Other funds holding HEQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clough Capital Partners's HEQ Position: Q3 2023 in Review

Clough Capital Partners sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q3 2023, closing a stake of 59,800 shares — an estimated $645K sold.

Clough Capital Partners first reported a position in HEQ in Q2 2023 and held it in 1 quarter. The position peaked at $645K in Q2 2023. 25 funds tracked by Wall St. Rank hold HEQ as of Q3 2023.

  • Clough Capital Partners reported no remaining John Hancock Hedged Equity & Income Fund position as of Q3 2023 after selling out during the quarter.
  • Clough Capital Partners sold 59,800 John Hancock Hedged Equity & Income Fund shares in Q3 2023, an estimated $645K.
  • Clough Capital Partners first reported a position in John Hancock Hedged Equity & Income Fund in Q2 2023 and held it in 1 quarter.
  • Clough Capital Partners's John Hancock Hedged Equity & Income Fund position peaked at $645K in Q2 2023.
  • 25 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q3 2023.

Based on Clough Capital Partners's 13F filing for Q3 2023, filed 14 Nov 2023.