Neuberger Berman Group
HEQ

Neuberger Berman Group’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Neuberger Berman Group’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
2017
Q2 		– Sell
-14,700
Closed -$248K – 1615
2017
Q1 		$248K Buy
+14,700
New +$241K ﹤0.01% 1475

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFG
StrategIQ Financial Group Merrillville, Indiana $885M AUM 14.92% 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

Neuberger Berman Group's HEQ Position: Q2 2017 in Review

Neuberger Berman Group sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q2 2017, closing a stake of 14,700 shares — an estimated $248K sold.

Neuberger Berman Group first reported a position in HEQ in Q1 2017 and held it in 1 quarter. The position peaked at $248K in Q1 2017. 20 funds tracked by Wall St. Rank hold HEQ as of Q2 2017.

  • Neuberger Berman Group reported no remaining John Hancock Hedged Equity & Income Fund position as of Q2 2017 after selling out during the quarter.
  • Neuberger Berman Group sold 14,700 John Hancock Hedged Equity & Income Fund shares in Q2 2017, an estimated $248K.
  • Neuberger Berman Group first reported a position in John Hancock Hedged Equity & Income Fund in Q1 2017 and held it in 1 quarter.
  • Neuberger Berman Group's John Hancock Hedged Equity & Income Fund position peaked at $248K in Q1 2017.
  • 20 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2017.

Based on Neuberger Berman Group's 13F filing for Q2 2017, filed 8 Aug 2017.