GWS
HEQ

Glassman Wealth Services’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Glassman Wealth Services’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
-1,166
Closed -$12K – 1353
2020
Q1 		$12K Hold
1,166
– – ﹤0.01% 409
2019
Q4 		$17K Buy
+1,166
New +$16.6K 0.01% 403

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
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

Glassman Wealth Services's HEQ Position: Q2 2020 in Review

Glassman Wealth Services sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q2 2020, closing a stake of 1,166 shares — an estimated $12K sold.

Glassman Wealth Services first reported a position in HEQ in Q4 2019 and held it in 2 quarters. The position peaked at $17K in Q4 2019. 23 funds tracked by Wall St. Rank hold HEQ as of Q2 2020.

  • Glassman Wealth Services reported no remaining John Hancock Hedged Equity & Income Fund position as of Q2 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 1,166 John Hancock Hedged Equity & Income Fund shares in Q2 2020, an estimated $12K.
  • Glassman Wealth Services first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2019 and held it in 2 quarters.
  • Glassman Wealth Services's John Hancock Hedged Equity & Income Fund position peaked at $17K in Q4 2019.
  • 23 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2020.

Based on Glassman Wealth Services's 13F filing for Q2 2020, filed 6 Aug 2020.