Robinson Capital Management’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Robinson Capital 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
2026 Q2	–	Sell	-13,376	Closed	-$154K	–	103
2026 Q1	$154K	Sell	13,376 -20,403	-60%	-$226K	0.06%	85
2025 Q4	$363K	Buy	33,779 +3,471	+11%	+$37.3K	0.15%	77
2025 Q3	$323K	Hold	30,308	–	–	0.17%	59
2025 Q2	$321K	Hold	30,308	–	–	0.13%	74
2025 Q1	$315K	Hold	30,308	–	–	0.13%	67
2024 Q4	$309K	Buy	+30,308	New	+$327K	0.12%	72

Other funds holding HEQ

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

Robinson Capital Management's HEQ Position: Q2 2026 in Review

Robinson Capital Management sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q2 2026, closing a stake of 13,376 shares — an estimated $154K sold.

Robinson Capital Management first reported a position in HEQ in Q4 2024 and held it in 6 quarters. The position peaked at $363K in Q4 2025. 36 funds tracked by Wall St. Rank hold HEQ as of Q2 2026.

Robinson Capital Management reported no remaining John Hancock Hedged Equity & Income Fund position as of Q2 2026 after selling out during the quarter.
Robinson Capital Management sold 13,376 John Hancock Hedged Equity & Income Fund shares in Q2 2026, an estimated $154K.
Robinson Capital Management first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2024 and held it in 6 quarters.
Robinson Capital Management's John Hancock Hedged Equity & Income Fund position peaked at $363K in Q4 2025.
36 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2026.

Based on Robinson Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.