NPC
HEQ

National Planning Corporation’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-775
Closed -$12.6K – 1254
2014
Q4 		$12.6K Buy
+775
New +$13.2K ﹤0.01% 1933

Other funds holding HEQ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

National Planning Corporation's HEQ Position: Q1 2015 in Review

National Planning Corporation sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q1 2015, closing a stake of 775 shares — an estimated $12.6K sold.

National Planning Corporation first reported a position in HEQ in Q4 2014 and held it in 1 quarter. The position peaked at $12.6K in Q4 2014. 25 funds tracked by Wall St. Rank hold HEQ as of Q1 2015.

  • National Planning Corporation reported no remaining John Hancock Hedged Equity & Income Fund position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 775 John Hancock Hedged Equity & Income Fund shares in Q1 2015, an estimated $12.6K.
  • National Planning Corporation first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's John Hancock Hedged Equity & Income Fund position peaked at $12.6K in Q4 2014.
  • 25 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.