Mid Atlantic Financial Management’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Mid Atlantic Financial Management’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
2021 Q3	$159K	Buy	+12,700	New	+$169K	0.01%	860
2021 Q2	–	Sell	-34,800	Closed	-$419K	–	934
2021 Q1	$419K	Buy	34,800 +10,600	+44%	+$124K	0.03%	491
2020 Q4	$277K	Buy	24,200 +5,500	+29%	+$59.9K	0.02%	609
2020 Q3	$195K	Buy	18,700 +4,800	+35%	+$53.6K	0.02%	665
2020 Q2	$156K	Buy	13,900 +2,800	+25%	+$30.8K	0.02%	667
2020 Q1	$113K	Buy	+11,100	New	+$150K	0.01%	622

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Mid Atlantic Financial Management's HEQ Position: Q3 2021 in Review

Mid Atlantic Financial Management opened a new position in John Hancock Hedged Equity & Income Fund (HEQ) in Q3 2021: 12,700 shares worth $159K. The stake represents 0.01% of the portfolio and ranks #860 among its holdings. This is a return to the name: Mid Atlantic Financial Management previously reported a position in HEQ as recently as Q1 2021.

Mid Atlantic Financial Management first reported a position in HEQ in Q1 2020 and has held it in 6 quarters since. The position peaked at $419K in Q1 2021. 26 funds tracked by Wall St. Rank hold HEQ as of Q3 2021.

Mid Atlantic Financial Management held 12,700 shares of John Hancock Hedged Equity & Income Fund worth $159K as of Q3 2021.
John Hancock Hedged Equity & Income Fund was a new Mid Atlantic Financial Management position in Q3 2021.
John Hancock Hedged Equity & Income Fund made up 0.01% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #860 holding.
Mid Atlantic Financial Management first reported a position in John Hancock Hedged Equity & Income Fund in Q1 2020 and has held it in 6 quarters since.
Mid Atlantic Financial Management's John Hancock Hedged Equity & Income Fund position peaked at $419K in Q1 2021.
26 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.