CAG
HEQ

Csenge Advisory Group’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Csenge Advisory Group’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
2022
Q4 		– Sell
-13,030
Closed -$153K – 627
2022
Q3 		$153K Buy
+13,030
New +$160K 0.01% 580

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Csenge Advisory Group's HEQ Position: Q4 2022 in Review

Csenge Advisory Group sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q4 2022, closing a stake of 13,030 shares — an estimated $153K sold.

Csenge Advisory Group first reported a position in HEQ in Q3 2022 and held it in 1 quarter. The position peaked at $153K in Q3 2022. 21 funds tracked by Wall St. Rank hold HEQ as of Q4 2022.

  • Csenge Advisory Group reported no remaining John Hancock Hedged Equity & Income Fund position as of Q4 2022 after selling out during the quarter.
  • Csenge Advisory Group sold 13,030 John Hancock Hedged Equity & Income Fund shares in Q4 2022, an estimated $153K.
  • Csenge Advisory Group first reported a position in John Hancock Hedged Equity & Income Fund in Q3 2022 and held it in 1 quarter.
  • Csenge Advisory Group's John Hancock Hedged Equity & Income Fund position peaked at $153K in Q3 2022.
  • 21 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q4 2022.

Based on Csenge Advisory Group's 13F filing for Q4 2022, filed 10 Feb 2023.