Fidelity Investments’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Fidelity Investments’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	-1	Closed	–	–	5111
2022 Q2	$0	Buy	+1	New	+$13	﹤0.01%	5173
2021 Q4	–	Sell	-1	Closed	–	–	4605
2021 Q3	$0	Buy	+1	New	+$13	﹤0.01%	4635
2021 Q1	–	Sell	-1	Closed	–	–	4220
2020 Q4	$0	Buy	+1	New	+$11	﹤0.01%	4036

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

Fidelity Investments's HEQ Position: Q3 2022 in Review

Fidelity Investments sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q3 2022, closing a stake of 1 share.

Fidelity Investments first reported a position in HEQ in Q4 2020 and held it in 3 quarters. The position peaked at $0 in Q2 2022. 19 funds tracked by Wall St. Rank hold HEQ as of Q3 2022.

Fidelity Investments reported no remaining John Hancock Hedged Equity & Income Fund position as of Q3 2022 after selling out during the quarter.
Fidelity Investments sold 1 John Hancock Hedged Equity & Income Fund share in Q3 2022.
Fidelity Investments first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2020 and held it in 3 quarters.
Fidelity Investments's John Hancock Hedged Equity & Income Fund position peaked at $0 in Q2 2022.
19 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q3 2022.

Based on Fidelity Investments's 13F filing for Q3 2022, filed 10 Nov 2022.