Creative Planning’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Creative Planning’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
2016 Q4	–	Sell	-1,191	Closed	-$19K	–	4702
2016 Q3	$19K	Sell	1,191 -34	-3%	-$530	﹤0.01%	3090
2016 Q2	$18K	Hold	1,225	–	–	﹤0.01%	2869
2016 Q1	$18K	Hold	1,225	–	–	﹤0.01%	2823
2015 Q4	$18K	Hold	1,225	–	–	﹤0.01%	2918
2015 Q3	$18K	Buy	+1,225	New	+$18.7K	﹤0.01%	2800
2015 Q2	–	Sell	-1,725	Closed	-$28K	–	1888
2015 Q1	$28K	Buy	1,725 +34	+2%	+$559	﹤0.01%	2449
2014 Q4	$28K	Buy	+1,691	New	+$28.7K	﹤0.01%	2399

Other funds holding HEQ

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFG

StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Creative Planning's HEQ Position: Q4 2016 in Review

Creative Planning sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q4 2016, closing a stake of 1,191 shares — an estimated $19K sold.

Creative Planning first reported a position in HEQ in Q4 2014 and held it in 7 quarters. The position peaked at $28K in Q1 2015. 21 funds tracked by Wall St. Rank hold HEQ as of Q4 2016.

Creative Planning reported no remaining John Hancock Hedged Equity & Income Fund position as of Q4 2016 after selling out during the quarter.
Creative Planning sold 1,191 John Hancock Hedged Equity & Income Fund shares in Q4 2016, an estimated $19K.
Creative Planning first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2014 and held it in 7 quarters.
Creative Planning's John Hancock Hedged Equity & Income Fund position peaked at $28K in Q1 2015.
21 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q4 2016.

Based on Creative Planning's 13F filing for Q4 2016, filed 9 Jan 2017.