RJFSA
HEQ

Raymond James Financial Services Advisors’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Raymond James Financial Services 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
2022
Q4 		– Sell
-10,863
Closed -$128K – 3319
2022
Q3 		$128K Buy
+10,863
New +$133K ﹤0.01% 2957
2021
Q4 		– Sell
-11,461
Closed -$144K – 3377
2021
Q3 		$144K Sell
11,461
-5,314
-32% -$70.7K ﹤0.01% 3064
2021
Q2 		$223K Buy
16,775
+3,511
+26% +$44.2K ﹤0.01% 2937
2021
Q1 		$160K Buy
13,264
+15
+0.1% +$175 ﹤0.01% 2955
2020
Q4 		$152K Buy
+13,249
New +$144K ﹤0.01% 2787
2020
Q3 		– Sell
-10,075
Closed -$113K – 2933
2020
Q2 		$113K Sell
10,075
-2,392
-19% -$26.3K ﹤0.01% 2625
2020
Q1 		$127K Sell
12,467
-9,362
-43% -$127K ﹤0.01% 2188
2019
Q4 		$325K Buy
21,829
+11,735
+116% +$167K ﹤0.01% 2273
2019
Q3 		$140K Sell
10,094
-61
-0.6% -$847 ﹤0.01% 2577
2019
Q2 		$143K Sell
10,155
-8,964
-47% -$128K ﹤0.01% 2618
2019
Q1 		$281K Sell
19,119
-3,778
-16% -$54.2K ﹤0.01% 2285
2018
Q4 		$299K Buy
22,897
+1,427
+7% +$20.3K ﹤0.01% 2001
2018
Q3 		$338K Buy
21,470
+1,829
+9% +$29.5K ﹤0.01% 2199
2018
Q2 		$330K Sell
19,641
-2,584
-12% -$43.8K ﹤0.01% 2172
2018
Q1 		$365K Buy
22,225
+1,130
+5% +$19K ﹤0.01% 1924
2017
Q4 		$367K Buy
21,095
+10,561
+100% +$184K ﹤0.01% 1898
2017
Q3 		$186K Buy
+10,534
New +$184K ﹤0.01% 2303
2016
Q3 		– Sell
-10,640
Closed -$159K – 2339
2016
Q2 		$159K Hold
10,640
– – ﹤0.01% 2033
2016
Q1 		$156K Buy
+10,640
New +$148K ﹤0.01% 1827

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Raymond James Financial Services Advisors's HEQ Position: Q4 2022 in Review

Raymond James Financial Services Advisors sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q4 2022, closing a stake of 10,863 shares — an estimated $128K sold.

Raymond James Financial Services Advisors first reported a position in HEQ in Q1 2016 and held it in 19 quarters. The position peaked at $367K in Q4 2017. 21 funds tracked by Wall St. Rank hold HEQ as of Q4 2022.

  • Raymond James Financial Services Advisors reported no remaining John Hancock Hedged Equity & Income Fund position as of Q4 2022 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 10,863 John Hancock Hedged Equity & Income Fund shares in Q4 2022, an estimated $128K.
  • Raymond James Financial Services Advisors first reported a position in John Hancock Hedged Equity & Income Fund in Q1 2016 and held it in 19 quarters.
  • Raymond James Financial Services Advisors's John Hancock Hedged Equity & Income Fund position peaked at $367K in Q4 2017.
  • 21 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q4 2022.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.