RFM
HEQ

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

Royal Fund 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
2019
Q1 		– Sell
-1,150
Closed -$15K – 616
2018
Q4 		$15K Buy
+1,150
New +$16.4K 0.01% 300

Other funds holding HEQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Fund Management's HEQ Position: Q1 2019 in Review

Royal Fund Management sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q1 2019, closing a stake of 1,150 shares — an estimated $15K sold.

Royal Fund Management first reported a position in HEQ in Q4 2018 and held it in 1 quarter. The position peaked at $15K in Q4 2018. 19 funds tracked by Wall St. Rank hold HEQ as of Q1 2019.

  • Royal Fund Management reported no remaining John Hancock Hedged Equity & Income Fund position as of Q1 2019 after selling out during the quarter.
  • Royal Fund Management sold 1,150 John Hancock Hedged Equity & Income Fund shares in Q1 2019, an estimated $15K.
  • Royal Fund Management first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2018 and held it in 1 quarter.
  • Royal Fund Management's John Hancock Hedged Equity & Income Fund position peaked at $15K in Q4 2018.
  • 19 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2019.

Based on Royal Fund Management's 13F filing for Q1 2019, filed 11 May 2020.