PAG
HEQ

Private Advisor Group’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Private Advisor 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
2021
Q1 		– Sell
-23,900
Closed -$273K – 1929
2020
Q4 		$273K Buy
+23,900
New +$260K ﹤0.01% 1497

Other funds holding HEQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Private Advisor Group's HEQ Position: Q1 2021 in Review

Private Advisor Group sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q1 2021, closing a stake of 23,900 shares — an estimated $273K sold.

Private Advisor Group first reported a position in HEQ in Q4 2020 and held it in 1 quarter. The position peaked at $273K in Q4 2020. 26 funds tracked by Wall St. Rank hold HEQ as of Q1 2021.

  • Private Advisor Group reported no remaining John Hancock Hedged Equity & Income Fund position as of Q1 2021 after selling out during the quarter.
  • Private Advisor Group sold 23,900 John Hancock Hedged Equity & Income Fund shares in Q1 2021, an estimated $273K.
  • Private Advisor Group first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2020 and held it in 1 quarter.
  • Private Advisor Group's John Hancock Hedged Equity & Income Fund position peaked at $273K in Q4 2020.
  • 26 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2021.

Based on Private Advisor Group's 13F filing for Q1 2021, filed 22 Apr 2021.