MC
HEQ

Moors & Cabot’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Moors & Cabot’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
2020
Q3 		– Sell
-14,350
Closed -$161K – 723
2020
Q2 		$161K Buy
14,350
+2,000
+16% +$22K 0.02% 592
2020
Q1 		$126K Buy
+12,350
New +$167K 0.02% 534

Other funds holding HEQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Moors & Cabot's HEQ Position: Q3 2020 in Review

Moors & Cabot sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q3 2020, closing a stake of 14,350 shares — an estimated $161K sold.

Moors & Cabot first reported a position in HEQ in Q1 2020 and held it in 2 quarters. The position peaked at $161K in Q2 2020. 23 funds tracked by Wall St. Rank hold HEQ as of Q3 2020.

  • Moors & Cabot reported no remaining John Hancock Hedged Equity & Income Fund position as of Q3 2020 after selling out during the quarter.
  • Moors & Cabot sold 14,350 John Hancock Hedged Equity & Income Fund shares in Q3 2020, an estimated $161K.
  • Moors & Cabot first reported a position in John Hancock Hedged Equity & Income Fund in Q1 2020 and held it in 2 quarters.
  • Moors & Cabot's John Hancock Hedged Equity & Income Fund position peaked at $161K in Q2 2020.
  • 23 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q3 2020.

Based on Moors & Cabot's 13F filing for Q3 2020, filed 9 Nov 2020.