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HEQ

NWAM LLC’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

NWAM LLC’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
2018
Q2 		– Sell
-15,286
Closed -$251K – 353
2018
Q1 		$251K Buy
+15,286
New +$257K 0.06% 275

Other funds holding HEQ

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NWAM LLC's HEQ Position: Q2 2018 in Review

NWAM LLC sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q2 2018, closing a stake of 15,286 shares — an estimated $251K sold.

NWAM LLC first reported a position in HEQ in Q1 2018 and held it in 1 quarter. The position peaked at $251K in Q1 2018. 25 funds tracked by Wall St. Rank hold HEQ as of Q2 2018.

  • NWAM LLC reported no remaining John Hancock Hedged Equity & Income Fund position as of Q2 2018 after selling out during the quarter.
  • NWAM LLC sold 15,286 John Hancock Hedged Equity & Income Fund shares in Q2 2018, an estimated $251K.
  • NWAM LLC first reported a position in John Hancock Hedged Equity & Income Fund in Q1 2018 and held it in 1 quarter.
  • NWAM LLC's John Hancock Hedged Equity & Income Fund position peaked at $251K in Q1 2018.
  • 25 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2018.

Based on NWAM LLC's 13F filing for Q2 2018, filed 16 Jul 2018.