Ground Swell Capital’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
$4K Sell
220
-349
-61% -$6.33K 0.01% 1566
2014
Q2
$11K Buy
+569
New +$10.4K 0.02% 666

Other funds holding HEQ

Ground Swell Capital's HEQ Position: Q3 2014 in Review

Ground Swell Capital reduced its John Hancock Hedged Equity & Income Fund (HEQ) stake by 61% in Q3 2014, selling an estimated $6.33K and leaving 220 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #1566.

Ground Swell Capital first reported a position in HEQ in Q2 2014 and has held it in 2 quarters since. The position peaked at $11K in Q2 2014. 21 funds tracked by Wall St. Rank hold HEQ as of Q3 2014.

  • Ground Swell Capital held 220 shares of John Hancock Hedged Equity & Income Fund worth $4K as of Q3 2014.
  • Ground Swell Capital sold 349 John Hancock Hedged Equity & Income Fund shares in Q3 2014, an estimated $6.33K.
  • John Hancock Hedged Equity & Income Fund made up 0.01% of Ground Swell Capital's portfolio in Q3 2014, its #1566 holding.
  • Ground Swell Capital first reported a position in John Hancock Hedged Equity & Income Fund in Q2 2014 and has held it in 2 quarters since.
  • Ground Swell Capital's John Hancock Hedged Equity & Income Fund position peaked at $11K in Q2 2014.
  • 21 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.