Ken Fisher
HEQ

Ken Fisher’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Ken Fisher’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
2024
Q2 		– Sell
-12,215
Closed -$128K – 1015
2024
Q1 		$128K Buy
+12,215
New +$124K ﹤0.01% 956

Other funds holding HEQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Ken Fisher's HEQ Position: Q2 2024 in Review

Ken Fisher sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q2 2024, closing a stake of 12,215 shares — an estimated $128K sold.

Ken Fisher first reported a position in HEQ in Q1 2024 and held it in 1 quarter. The position peaked at $128K in Q1 2024. 35 funds tracked by Wall St. Rank hold HEQ as of Q2 2024.

  • Ken Fisher reported no remaining John Hancock Hedged Equity & Income Fund position as of Q2 2024 after selling out during the quarter.
  • Ken Fisher sold 12,215 John Hancock Hedged Equity & Income Fund shares in Q2 2024, an estimated $128K.
  • Ken Fisher first reported a position in John Hancock Hedged Equity & Income Fund in Q1 2024 and held it in 1 quarter.
  • Ken Fisher's John Hancock Hedged Equity & Income Fund position peaked at $128K in Q1 2024.
  • 35 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2024.

Based on Fisher Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.