MCC
HEQ

Money Concepts Capital’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-400
Closed -$4.6K – 1540
2022
Q4 		$4.6K Buy
+400
New +$4.71K ﹤0.01% 2382
2022
Q2 		– Sell
-465
Closed -$6K – 1952
2022
Q1 		$6K Buy
+465
New +$6.01K ﹤0.01% 2127

Other funds holding HEQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Money Concepts Capital's HEQ Position: Q1 2023 in Review

Money Concepts Capital sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q1 2023, closing a stake of 400 shares — an estimated $4.6K sold.

Money Concepts Capital first reported a position in HEQ in Q1 2022 and held it in 2 quarters. The position peaked at $6K in Q1 2022. 19 funds tracked by Wall St. Rank hold HEQ as of Q1 2023.

  • Money Concepts Capital reported no remaining John Hancock Hedged Equity & Income Fund position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 400 John Hancock Hedged Equity & Income Fund shares in Q1 2023, an estimated $4.6K.
  • Money Concepts Capital first reported a position in John Hancock Hedged Equity & Income Fund in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's John Hancock Hedged Equity & Income Fund position peaked at $6K in Q1 2022.
  • 19 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.