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

IFP 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
2019 Q1	–	Sell	-901	Closed	-$12K	–	2793
2018 Q4	$12K	Sell	901 -2,253	-71%	-$32.1K	﹤0.01%	2408
2018 Q3	$50K	Buy	3,154 +53	+2%	+$855	﹤0.01%	1897
2018 Q2	$52K	Buy	3,101 +95	+3%	+$1.61K	﹤0.01%	1882
2018 Q1	$52K	Hold	3,006	–	–	﹤0.01%	1786
2017 Q4	$52K	Sell	3,006 -437	-13%	-$7.6K	﹤0.01%	1802
2017 Q3	$61K	Buy	3,443 +42	+1%	+$734	﹤0.01%	1870
2017 Q2	$58K	Hold	3,401	–	–	﹤0.01%	1860
2017 Q1	$57K	Sell	3,401 -419	-11%	-$6.88K	﹤0.01%	1844
2016 Q4	$60K	Hold	3,820	–	–	﹤0.01%	1765
2016 Q3	$62K	Buy	3,820 +500	+15%	+$7.8K	﹤0.01%	1678
2016 Q2	$50K	Buy	+3,320	New	+$49.6K	﹤0.01%	1764

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IFP Advisors's HEQ Position: Q1 2019 in Review

IFP Advisors sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q1 2019, closing a stake of 901 shares — an estimated $12K sold.

IFP Advisors first reported a position in HEQ in Q2 2016 and held it in 11 quarters. The position peaked at $62K in Q3 2016. 19 funds tracked by Wall St. Rank hold HEQ as of Q1 2019.

IFP Advisors reported no remaining John Hancock Hedged Equity & Income Fund position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 901 John Hancock Hedged Equity & Income Fund shares in Q1 2019, an estimated $12K.
IFP Advisors first reported a position in John Hancock Hedged Equity & Income Fund in Q2 2016 and held it in 11 quarters.
IFP Advisors's John Hancock Hedged Equity & Income Fund position peaked at $62K in Q3 2016.
19 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.