GP
HEQ

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

Girard 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
2018
Q4 		– Sell
-3,920
Closed -$61K – 468
2018
Q3 		$61K Buy
+3,920
New +$63.3K 0.01% 417

Other funds holding HEQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Girard Partners's HEQ Position: Q4 2018 in Review

Girard Partners sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q4 2018, closing a stake of 3,920 shares — an estimated $61K sold.

Girard Partners first reported a position in HEQ in Q3 2018 and held it in 1 quarter. The position peaked at $61K in Q3 2018. 30 funds tracked by Wall St. Rank hold HEQ as of Q4 2018.

  • Girard Partners reported no remaining John Hancock Hedged Equity & Income Fund position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 3,920 John Hancock Hedged Equity & Income Fund shares in Q4 2018, an estimated $61K.
  • Girard Partners first reported a position in John Hancock Hedged Equity & Income Fund in Q3 2018 and held it in 1 quarter.
  • Girard Partners's John Hancock Hedged Equity & Income Fund position peaked at $61K in Q3 2018.
  • 30 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.