Northwestern Mutual Wealth Management
HEQ

Northwestern Mutual Wealth Management’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Northwestern Mutual Wealth Management’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
Q4 		– Sell
-714
Closed -$7.83K – 3727
2024
Q3 		$7.83K Sell
714
-157
-18% -$1.67K ﹤0.01% 2765
2024
Q2 		$9.05K Buy
+871
New +$8.91K ﹤0.01% 2679
2020
Q1 		– Sell
-1,641
Closed -$24K – 2639
2019
Q4 		$24K Buy
+1,641
New +$23.4K ﹤0.01% 1678
2017
Q2 		– Sell
-15,000
Closed -$253K – 2082
2017
Q1 		$253K Buy
+15,000
New +$246K ﹤0.01% 599
2014
Q1 		– Sell
-305
Closed -$5K – 1352
2013
Q4 		$5K Buy
+305
New +$5.21K ﹤0.01% 1054

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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 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
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Northwestern Mutual Wealth Management's HEQ Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q4 2024, closing a stake of 714 shares — an estimated $7.83K sold.

Northwestern Mutual Wealth Management first reported a position in HEQ in Q4 2013 and held it in 5 quarters. The position peaked at $253K in Q1 2017. 34 funds tracked by Wall St. Rank hold HEQ as of Q4 2024.

  • Northwestern Mutual Wealth Management reported no remaining John Hancock Hedged Equity & Income Fund position as of Q4 2024 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 714 John Hancock Hedged Equity & Income Fund shares in Q4 2024, an estimated $7.83K.
  • Northwestern Mutual Wealth Management first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2013 and held it in 5 quarters.
  • Northwestern Mutual Wealth Management's John Hancock Hedged Equity & Income Fund position peaked at $253K in Q1 2017.
  • 34 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.