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HEQ

NewEdge Advisors’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

NewEdge Advisors’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
2024
Q3 		– Sell
-398
Closed -$4.13K – 3866
2024
Q2 		$4.13K Hold
398
– – ﹤0.01% 3152
2024
Q1 		$4.17K Hold
398
– – ﹤0.01% 3197
2023
Q4 		$4K Hold
398
– – ﹤0.01% 3181
2023
Q3 		$3.81K Hold
398
– – ﹤0.01% 2883
2023
Q2 		$4.29K Hold
398
– – ﹤0.01% 2867
2023
Q1 		$4.63K Hold
398
– – ﹤0.01% 2803
2022
Q4 		$5 Buy
+398
New +$4.69K ﹤0.01% 3804
2022
Q1 		– Sell
-18,998
Closed -$247K – 1356
2021
Q4 		$247K Buy
+18,998
New +$244K ﹤0.01% 1423

Other funds holding HEQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 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
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NewEdge Advisors's HEQ Position: Q3 2024 in Review

NewEdge Advisors sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q3 2024, closing a stake of 398 shares — an estimated $4.13K sold.

NewEdge Advisors first reported a position in HEQ in Q4 2021 and held it in 8 quarters. The position peaked at $247K in Q4 2021. 34 funds tracked by Wall St. Rank hold HEQ as of Q3 2024.

  • NewEdge Advisors reported no remaining John Hancock Hedged Equity & Income Fund position as of Q3 2024 after selling out during the quarter.
  • NewEdge Advisors sold 398 John Hancock Hedged Equity & Income Fund shares in Q3 2024, an estimated $4.13K.
  • NewEdge Advisors first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2021 and held it in 8 quarters.
  • NewEdge Advisors's John Hancock Hedged Equity & Income Fund position peaked at $247K in Q4 2021.
  • 34 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q3 2024.

Based on NewEdge Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.