LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $466K | Sell |
42,883
-1,100
| -3% | -$12.2K | ﹤0.01% | 4818 |
|
|
2025
Q4 | $473K | Buy |
43,983
+11,284
| +35% | +$121K | ﹤0.01% | 4763 |
|
|
2025
Q3 | $348K | Buy |
32,699
+6,722
| +26% | +$71.4K | ﹤0.01% | 4932 |
|
|
2025
Q2 | $275K | Sell |
25,977
-3,387
| -12% | -$35K | ﹤0.01% | 4836 |
|
|
2025
Q1 | $305K | Sell |
29,364
-3,123
| -10% | -$32.7K | ﹤0.01% | 4558 |
|
|
2024
Q4 | $332K | Sell |
32,487
-1,679
| -5% | -$18.1K | ﹤0.01% | 4435 |
|
|
2024
Q3 | $375K | Sell |
34,166
-1,763
| -5% | -$18.7K | ﹤0.01% | 4252 |
|
|
2024
Q2 | $373K | Buy |
35,929
+6,169
| +21% | +$63.1K | ﹤0.01% | 4099 |
|
|
2024
Q1 | $312K | Sell |
29,760
-27,886
| -48% | -$284K | ﹤0.01% | 4163 |
|
|
2023
Q4 | $579K | Buy |
57,646
+25,028
| +77% | +$242K | ﹤0.01% | 3552 |
|
|
2023
Q3 | $312K | Sell |
32,618
-537
| -2% | -$5.6K | ﹤0.01% | 3886 |
|
|
2023
Q2 | $357K | Buy |
33,155
+7,319
| +28% | +$79.6K | ﹤0.01% | 3714 |
|
|
2023
Q1 | $300K | Buy |
25,836
+1,022
| +4% | +$12K | ﹤0.01% | 3737 |
|
|
2022
Q4 | $285K | Sell |
24,814
-3,055
| -11% | -$36K | ﹤0.01% | 3679 |
|
|
2022
Q3 | $328K | Buy |
27,869
+7,701
| +38% | +$94.3K | ﹤0.01% | 3507 |
|
|
2022
Q2 | $237K | Buy |
20,168
+8,373
| +71% | +$108K | ﹤0.01% | 3817 |
|
|
2022
Q1 | $153K | Buy |
11,795
+1,492
| +14% | +$19.3K | ﹤0.01% | 3891 |
|
|
2021
Q4 | $134K | Buy |
+10,303
| New | +$133K | ﹤0.01% | 4073 |
|
|
2018
Q4 | – | Sell |
-11,295
| Closed | -$178K | – | 3152 |
|
|
2018
Q3 | $178K | Hold |
11,295
| – | – | ﹤0.01% | 3026 |
|
|
2018
Q2 | $190K | Buy |
11,295
+1,000
| +10% | +$17K | ﹤0.01% | 2994 |
|
|
2018
Q1 | $169K | Hold |
10,295
| – | – | ﹤0.01% | 2994 |
|
|
2017
Q4 | $179K | Buy |
+10,295
| New | +$179K | ﹤0.01% | 2842 |
|
|
2017
Q2 | – | Sell |
-14,112
| Closed | -$236K | – | 2881 |
|
|
2017
Q1 | $236K | Sell |
14,112
-1,102
| -7% | -$18.1K | ﹤0.01% | 2380 |
|
|
2016
Q4 | $243K | Buy |
15,214
+1,837
| +14% | +$29K | ﹤0.01% | 2332 |
|
|
2016
Q3 | $213K | Sell |
13,377
-1,801
| -12% | -$28.1K | ﹤0.01% | 2370 |
|
|
2016
Q2 | $225K | Sell |
15,178
-15,417
| -50% | -$230K | ﹤0.01% | 2308 |
|
|
2016
Q1 | $449K | Sell |
30,595
-67,823
| -69% | -$947K | ﹤0.01% | 2227 |
|
|
2015
Q4 | $1.41M | Buy |
98,418
+61,245
| +165% | +$908K | ﹤0.01% | 1411 |
|
|
2015
Q3 | $540K | Buy |
37,173
+743
| +2% | +$11.4K | ﹤0.01% | 1727 |
|
|
2015
Q2 | $577K | Buy |
36,430
+16,810
| +86% | +$278K | ﹤0.01% | 1791 |
|
|
2015
Q1 | $322K | Buy |
19,620
+2,159
| +12% | +$35.5K | ﹤0.01% | 2192 |
|
|
2014
Q4 | $285K | Buy |
17,461
+1,496
| +9% | +$25.4K | ﹤0.01% | 2209 |
|
|
2014
Q3 | $277K | Sell |
15,965
-7,276
| -31% | -$132K | ﹤0.01% | 2236 |
|
|
2014
Q2 | $431K | Buy |
23,241
+1,404
| +6% | +$25.6K | ﹤0.01% | 1910 |
|
|
2014
Q1 | $382K | Buy |
21,837
+3,839
| +21% | +$66.2K | ﹤0.01% | 1967 |
|
|
2013
Q4 | $307K | Buy |
17,998
+913
| +5% | +$15.6K | ﹤0.01% | 2098 |
|
|
2013
Q3 | $290K | Buy |
+17,085
| New | +$289K | ﹤0.01% | 2029 |
|
Other funds holding HEQ
BI
KIM
PS
1CP
LPL Financial's HEQ Position: Q1 2026 in Review
LPL Financial reduced its John Hancock Hedged Equity & Income Fund (HEQ) stake by 2.5% in Q1 2026, selling an estimated $12.2K and leaving 42,883 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #4818.
LPL Financial first reported a position in HEQ in Q3 2013 and has held it in 37 quarters since. The position peaked at $1.41M in Q4 2015. 33 funds tracked by Wall St. Rank hold HEQ as of Q1 2026.
- LPL Financial held 42,883 shares of John Hancock Hedged Equity & Income Fund worth $466K as of Q1 2026.
- LPL Financial sold 1,100 John Hancock Hedged Equity & Income Fund shares in Q1 2026, an estimated $12.2K.
- John Hancock Hedged Equity & Income Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #4818 holding.
- LPL Financial first reported a position in John Hancock Hedged Equity & Income Fund in Q3 2013 and has held it in 37 quarters since.
- LPL Financial's John Hancock Hedged Equity & Income Fund position peaked at $1.41M in Q4 2015.
- 33 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.