Mariner Independent Advisor Network’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$212K	Buy	+18,000	New	+$220K	0.01%	552

Other funds holding HEQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Mariner Independent Advisor Network's HEQ Position: Q3 2022 in Review

Mariner Independent Advisor Network opened a new position in John Hancock Hedged Equity & Income Fund (HEQ) in Q3 2022: 18,000 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #552 among its holdings.

19 funds tracked by Wall St. Rank hold HEQ as of Q3 2022.

Mariner Independent Advisor Network held 18,000 shares of John Hancock Hedged Equity & Income Fund worth $212K as of Q3 2022.
John Hancock Hedged Equity & Income Fund was a new Mariner Independent Advisor Network position in Q3 2022.
John Hancock Hedged Equity & Income Fund made up 0.01% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #552 holding.
19 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.