CX Institutional’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

CX Institutional’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 Q3	–	Sell	-2,174	Closed	-$26K	–	756
2022 Q2	$26K	Buy	+2,174	New	+$28.1K	﹤0.01%	792
2021 Q4	–	Sell	-2,174	Closed	-$27K	–	584
2021 Q3	$27K	Hold	2,174	–	–	﹤0.01%	691
2021 Q2	$29K	Buy	+2,174	New	+$27.4K	﹤0.01%	667

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

CX Institutional's HEQ Position: Q3 2022 in Review

CX Institutional sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q3 2022, closing a stake of 2,174 shares — an estimated $26K sold.

CX Institutional first reported a position in HEQ in Q2 2021 and held it in 3 quarters. The position peaked at $29K in Q2 2021. 19 funds tracked by Wall St. Rank hold HEQ as of Q3 2022.

CX Institutional reported no remaining John Hancock Hedged Equity & Income Fund position as of Q3 2022 after selling out during the quarter.
CX Institutional sold 2,174 John Hancock Hedged Equity & Income Fund shares in Q3 2022, an estimated $26K.
CX Institutional first reported a position in John Hancock Hedged Equity & Income Fund in Q2 2021 and held it in 3 quarters.
CX Institutional's John Hancock Hedged Equity & Income Fund position peaked at $29K in Q2 2021.
19 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q3 2022.

Based on CX Institutional's 13F filing for Q3 2022, filed 4 Nov 2022.