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

Flagship Harbor 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
2020 Q2	–	Sell	-300	Closed	-$3K	–	2067
2020 Q1	$3K	Sell	300 -360	-55%	-$4.88K	﹤0.01%	1542
2019 Q4	$10K	Hold	660	–	–	﹤0.01%	1328
2019 Q3	$9K	Hold	660	–	–	﹤0.01%	1313
2019 Q2	$9K	Sell	660 -1,000	-60%	-$14.3K	﹤0.01%	1327
2019 Q1	$24K	Sell	1,660 -600	-27%	-$8.61K	﹤0.01%	1004
2018 Q4	$29K	Buy	+2,260	New	+$32.2K	0.01%	878

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Flagship Harbor Advisors's HEQ Position: Q2 2020 in Review

Flagship Harbor Advisors sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q2 2020, closing a stake of 300 shares — an estimated $3K sold.

Flagship Harbor Advisors first reported a position in HEQ in Q4 2018 and held it in 6 quarters. The position peaked at $29K in Q4 2018. 23 funds tracked by Wall St. Rank hold HEQ as of Q2 2020.

Flagship Harbor Advisors reported no remaining John Hancock Hedged Equity & Income Fund position as of Q2 2020 after selling out during the quarter.
Flagship Harbor Advisors sold 300 John Hancock Hedged Equity & Income Fund shares in Q2 2020, an estimated $3K.
Flagship Harbor Advisors first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2018 and held it in 6 quarters.
Flagship Harbor Advisors's John Hancock Hedged Equity & Income Fund position peaked at $29K in Q4 2018.
23 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2020.

Based on Flagship Harbor Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.