Patriot Financial Group Insurance Agency’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-900	Closed	-$11K	–	1046
2022 Q2	$11K	Hold	900	–	–	﹤0.01%	1206
2022 Q1	$12K	Hold	900	–	–	﹤0.01%	1283
2021 Q4	$12K	Hold	900	–	–	﹤0.01%	1420
2021 Q3	$11K	Hold	900	–	–	﹤0.01%	1436
2021 Q2	$12K	Hold	900	–	–	﹤0.01%	1362
2021 Q1	$11K	Hold	900	–	–	﹤0.01%	1320
2020 Q4	$10K	Sell	900 -600	-40%	-$6.53K	﹤0.01%	1216
2020 Q3	$16K	Hold	1,500	–	–	0.01%	878
2020 Q2	$17K	Hold	1,500	–	–	0.01%	797
2020 Q1	$15K	Hold	1,500	–	–	0.01%	732
2019 Q4	$22K	Buy	1,500 +300	+25%	+$4.27K	0.01%	656
2019 Q3	$17K	Hold	1,200	–	–	0.01%	687
2019 Q2	$17K	Buy	+1,200	New	+$17.1K	0.01%	693

Other funds holding HEQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HEQ Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q3 2022, closing a stake of 900 shares — an estimated $11K sold.

Patriot Financial Group Insurance Agency first reported a position in HEQ in Q2 2019 and held it in 13 quarters. The position peaked at $22K in Q4 2019. 19 funds tracked by Wall St. Rank hold HEQ as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining John Hancock Hedged Equity & Income Fund position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 900 John Hancock Hedged Equity & Income Fund shares in Q3 2022, an estimated $11K.
Patriot Financial Group Insurance Agency first reported a position in John Hancock Hedged Equity & Income Fund in Q2 2019 and held it in 13 quarters.
Patriot Financial Group Insurance Agency's John Hancock Hedged Equity & Income Fund position peaked at $22K in Q4 2019.
19 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.