SG Americas Securities
HEQ

SG Americas Securities’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

SG Americas Securities’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
2016
Q1 		– Sell
-35,994
Closed -$520K – 3058
2015
Q4 		$520K Buy
+35,994
New +$534K ﹤0.01% 1572

Other funds holding HEQ

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return

SG Americas Securities's HEQ Position: Q1 2016 in Review

SG Americas Securities sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q1 2016, closing a stake of 35,994 shares — an estimated $520K sold.

SG Americas Securities first reported a position in HEQ in Q4 2015 and held it in 1 quarter. The position peaked at $520K in Q4 2015. 22 funds tracked by Wall St. Rank hold HEQ as of Q1 2016.

  • SG Americas Securities reported no remaining John Hancock Hedged Equity & Income Fund position as of Q1 2016 after selling out during the quarter.
  • SG Americas Securities sold 35,994 John Hancock Hedged Equity & Income Fund shares in Q1 2016, an estimated $520K.
  • SG Americas Securities first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2015 and held it in 1 quarter.
  • SG Americas Securities's John Hancock Hedged Equity & Income Fund position peaked at $520K in Q4 2015.
  • 22 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2016.

Based on SG Americas Securities's 13F filing for Q1 2016, filed 12 May 2016.