EP
HEQ

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

Eudaimonia 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
2020
Q3 		– Sell
-2,252
Closed -$25K – 814
2020
Q2 		$25K Hold
2,252
– – 0.01% 667
2020
Q1 		$23K Hold
2,252
– – 0.01% 632
2019
Q4 		$34K Buy
+2,252
New +$32.1K 0.01% 575

Other funds holding HEQ

Morgan Stanley
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
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Eudaimonia Partners's HEQ Position: Q3 2020 in Review

Eudaimonia Partners sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q3 2020, closing a stake of 2,252 shares — an estimated $25K sold.

Eudaimonia Partners first reported a position in HEQ in Q4 2019 and held it in 3 quarters. The position peaked at $34K in Q4 2019. 23 funds tracked by Wall St. Rank hold HEQ as of Q3 2020.

  • Eudaimonia Partners reported no remaining John Hancock Hedged Equity & Income Fund position as of Q3 2020 after selling out during the quarter.
  • Eudaimonia Partners sold 2,252 John Hancock Hedged Equity & Income Fund shares in Q3 2020, an estimated $25K.
  • Eudaimonia Partners first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2019 and held it in 3 quarters.
  • Eudaimonia Partners's John Hancock Hedged Equity & Income Fund position peaked at $34K in Q4 2019.
  • 23 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q3 2020.

Based on Eudaimonia Partners's 13F filing for Q3 2020, filed 16 Nov 2020.