Doliver Advisors’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Doliver Advisors’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
2019 Q1	–	Sell	-34,084	Closed	-$446K	–	159
2018 Q4	$446K	Buy	34,084 +16,132	+90%	+$230K	0.22%	63
2018 Q3	$283K	Buy	+17,952	New	+$290K	0.12%	110
2018 Q2	–	Sell	-11,920	Closed	-$196K	–	342
2018 Q1	$196K	Buy	+11,920	New	+$201K	0.09%	238
2016 Q1	–	Sell	-18,039	Closed	-$261K	–	176
2015 Q4	$261K	Buy	+18,039	New	+$268K	0.21%	104
2015 Q2	–	Sell	-13,213	Closed	-$217K	–	298
2015 Q1	$217K	Sell	13,213 -11,478	-46%	-$189K	0.14%	194
2014 Q4	$402K	Buy	+24,691	New	+$420K	0.28%	118
2014 Q2	–	Sell	-35,803	Closed	-$627K	–	255
2014 Q1	$627K	Buy	35,803 +25,182	+237%	+$434K	0.41%	83
2013 Q4	$181K	Sell	10,621 -18,463	-63%	-$315K	0.12%	236
2013 Q3	$484K	Buy	29,084 +3,245	+13%	+$54.8K	0.3%	134
2013 Q2	$436K	Buy	+25,839	New	+$433K	0.26%	182

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Doliver Advisors's HEQ Position: Q1 2019 in Review

Doliver Advisors sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q1 2019, closing a stake of 34,084 shares — an estimated $446K sold.

Doliver Advisors first reported a position in HEQ in Q2 2013 and held it in 10 quarters. The position peaked at $627K in Q1 2014. 19 funds tracked by Wall St. Rank hold HEQ as of Q1 2019.

Doliver Advisors reported no remaining John Hancock Hedged Equity & Income Fund position as of Q1 2019 after selling out during the quarter.
Doliver Advisors sold 34,084 John Hancock Hedged Equity & Income Fund shares in Q1 2019, an estimated $446K.
Doliver Advisors first reported a position in John Hancock Hedged Equity & Income Fund in Q2 2013 and held it in 10 quarters.
Doliver Advisors's John Hancock Hedged Equity & Income Fund position peaked at $627K in Q1 2014.
19 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2019.

Based on Doliver Advisors's 13F filing for Q1 2019, filed 13 May 2019.