Shaker Financial Services’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $292K | Sell |
25,429
-2,552
| -9% | -$29.2K | 0.09% | 127 |
|
|
2026
Q1 | $304K | Sell |
27,981
-105,091
| -79% | -$1.16M | 0.11% | 128 |
|
|
2025
Q4 | $1.43M | Sell |
133,072
-114,103
| -46% | -$1.23M | 0.45% | 81 |
|
|
2025
Q3 | $2.63M | Buy |
247,175
+22,211
| +10% | +$236K | 0.9% | 42 |
|
|
2025
Q2 | $2.38M | Sell |
224,964
-19,893
| -8% | -$205K | 0.86% | 41 |
|
|
2025
Q1 | $2.55M | Sell |
244,857
-4,749
| -2% | -$49.7K | 0.99% | 31 |
|
|
2024
Q4 | $2.55M | Buy |
249,606
+70,999
| +40% | +$766K | 0.98% | 30 |
|
|
2024
Q3 | $1.96M | Sell |
178,607
-12,343
| -6% | -$131K | 0.74% | 44 |
|
|
2024
Q2 | $1.98M | Sell |
190,950
-9,424
| -5% | -$96.4K | 0.8% | 45 |
|
|
2024
Q1 | $2.1M | Sell |
200,374
-22,102
| -10% | -$225K | 0.81% | 48 |
|
|
2023
Q4 | $2.24M | Sell |
222,476
-22,137
| -9% | -$214K | 0.92% | 43 |
|
|
2023
Q3 | $2.34M | Buy |
244,613
+108,786
| +80% | +$1.13M | 1.09% | 24 |
|
|
2023
Q2 | $1.46M | Buy |
135,827
+114,055
| +524% | +$1.24M | 0.64% | 58 |
|
|
2023
Q1 | $253K | Sell |
21,772
-55,400
| -72% | -$651K | 0.11% | 138 |
|
|
2022
Q4 | $887K | Buy |
+77,172
| New | +$910K | 0.42% | 76 |
|
|
2022
Q3 | – | Sell |
-51,927
| Closed | -$611K | – | 164 |
|
|
2022
Q2 | $611K | Buy |
51,927
+13,699
| +36% | +$177K | 0.3% | 83 |
|
|
2022
Q1 | $497K | Sell |
38,228
-160,958
| -81% | -$2.08M | 0.19% | 114 |
|
|
2021
Q4 | $2.59M | Buy |
199,186
+181,066
| +999% | +$2.33M | 0.91% | 33 |
|
|
2021
Q3 | $227K | Buy |
+18,120
| New | +$241K | 0.09% | 132 |
|
|
2021
Q2 | – | Sell |
-57,474
| Closed | -$693K | – | 173 |
|
|
2021
Q1 | $693K | Sell |
57,474
-168,392
| -75% | -$1.96M | 0.28% | 107 |
|
|
2020
Q4 | $2.58M | Sell |
225,866
-8,165
| -3% | -$88.9K | 1.08% | 34 |
|
|
2020
Q3 | $2.47M | Buy |
234,031
+209,178
| +842% | +$2.34M | 1.32% | 20 |
|
|
2020
Q2 | $279K | Sell |
24,853
-112,779
| -82% | -$1.24M | 0.15% | 132 |
|
|
2020
Q1 | $1.4M | Buy |
137,632
+111,732
| +431% | +$1.51M | 0.94% | 32 |
|
|
2019
Q4 | $386K | Sell |
25,900
-156,918
| -86% | -$2.23M | 0.18% | 107 |
|
|
2019
Q3 | $2.53M | Buy |
182,818
+46,368
| +34% | +$644K | 1.29% | 21 |
|
|
2019
Q2 | $1.92M | Buy |
+136,450
| New | +$1.95M | 1% | 29 |
|
|
2019
Q1 | – | Sell |
-112,410
| Closed | -$1.47M | – | 131 |
|
|
2018
Q4 | $1.47M | Buy |
112,410
+28,855
| +35% | +$411K | 0.83% | 42 |
|
|
2018
Q3 | $1.32M | Buy |
+83,555
| New | +$1.35M | 0.63% | 52 |
|
|
2018
Q2 | – | Sell |
-107,614
| Closed | -$1.77M | – | 123 |
|
|
2018
Q1 | $1.77M | Buy |
+107,614
| New | +$1.81M | 0.85% | 44 |
|
|
2016
Q3 | – | Sell |
-127,273
| Closed | -$1.91M | – | 128 |
|
|
2016
Q2 | $1.91M | Buy |
+127,273
| New | +$1.9M | 1.32% | 26 |
|
|
2015
Q3 | – | Sell |
-25,674
| Closed | -$410K | – | 110 |
|
|
2015
Q2 | $410K | Sell |
25,674
-122,264
| -83% | -$2.02M | 0.26% | 85 |
|
|
2015
Q1 | $2.43M | Buy |
147,938
+51,626
| +54% | +$849K | 1.51% | 19 |
|
|
2014
Q4 | $1.57M | Buy |
96,312
+67,186
| +231% | +$1.14M | 1.01% | 35 |
|
|
2014
Q3 | $509K | Sell |
29,126
-7,669
| -21% | -$139K | 0.33% | 82 |
|
|
2014
Q2 | $683K | Buy |
+36,795
| New | +$670K | 0.42% | 80 |
|
Other funds holding HEQ
SWA
BRWA
FFA
HWP
Shaker Financial Services's HEQ Position: Q2 2026 in Review
Shaker Financial Services reduced its John Hancock Hedged Equity & Income Fund (HEQ) stake by 9.1% in Q2 2026, selling an estimated $29.2K and leaving 25,429 shares worth $292K. The position accounts for 0.09% of the portfolio, ranked #127.
Shaker Financial Services first reported a position in HEQ in Q2 2014 and has held it in 36 quarters since. The position peaked at $2.63M in Q3 2025. 5 funds tracked by Wall St. Rank hold HEQ as of Q2 2026.
- Shaker Financial Services held 25,429 shares of John Hancock Hedged Equity & Income Fund worth $292K as of Q2 2026.
- Shaker Financial Services sold 2,552 John Hancock Hedged Equity & Income Fund shares in Q2 2026, an estimated $29.2K.
- John Hancock Hedged Equity & Income Fund made up 0.09% of Shaker Financial Services's portfolio in Q2 2026, its #127 holding.
- Shaker Financial Services first reported a position in John Hancock Hedged Equity & Income Fund in Q2 2014 and has held it in 36 quarters since.
- Shaker Financial Services's John Hancock Hedged Equity & Income Fund position peaked at $2.63M in Q3 2025.
- 5 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2026.
Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.