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

Gradient 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
2018 Q4	–	Sell	-375	Closed	-$6K	–	984
2018 Q3	$6K	Hold	375	–	–	﹤0.01%	709
2018 Q2	$6K	Hold	375	–	–	﹤0.01%	690
2018 Q1	$6K	Hold	375	–	–	﹤0.01%	696
2017 Q4	$7K	Buy	+375	New	+$6.53K	﹤0.01%	644

Other funds holding HEQ

Morgan Stanley New York $1.66T AUM 25.57% 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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Gradient Investments's HEQ Position: Q4 2018 in Review

Gradient Investments sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q4 2018, closing a stake of 375 shares — an estimated $6K sold.

Gradient Investments first reported a position in HEQ in Q4 2017 and held it in 4 quarters. The position peaked at $7K in Q4 2017. 30 funds tracked by Wall St. Rank hold HEQ as of Q4 2018.

Gradient Investments reported no remaining John Hancock Hedged Equity & Income Fund position as of Q4 2018 after selling out during the quarter.
Gradient Investments sold 375 John Hancock Hedged Equity & Income Fund shares in Q4 2018, an estimated $6K.
Gradient Investments first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2017 and held it in 4 quarters.
Gradient Investments's John Hancock Hedged Equity & Income Fund position peaked at $7K in Q4 2017.
30 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q4 2018.

Based on Gradient Investments's 13F filing for Q4 2018, filed 18 Jan 2019.