SPC
HEQ

Sigma Planning Corp’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Sigma Planning Corp’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
2023
Q1 		– Sell
-10,217
Closed -$118K – 1322
2022
Q4 		$118K Hold
10,217
– – ﹤0.01% 1181
2022
Q3 		$120K Hold
10,217
– – ﹤0.01% 1175
2022
Q2 		$120K Buy
+10,217
New +$132K ﹤0.01% 1207
2017
Q4 		– Sell
-13,155
Closed -$232K – 867
2017
Q3 		$232K Buy
+13,155
New +$230K 0.02% 708

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sigma Planning Corp's HEQ Position: Q1 2023 in Review

Sigma Planning Corp sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q1 2023, closing a stake of 10,217 shares — an estimated $118K sold.

Sigma Planning Corp first reported a position in HEQ in Q3 2017 and held it in 4 quarters. The position peaked at $232K in Q3 2017. 19 funds tracked by Wall St. Rank hold HEQ as of Q1 2023.

  • Sigma Planning Corp reported no remaining John Hancock Hedged Equity & Income Fund position as of Q1 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 10,217 John Hancock Hedged Equity & Income Fund shares in Q1 2023, an estimated $118K.
  • Sigma Planning Corp first reported a position in John Hancock Hedged Equity & Income Fund in Q3 2017 and held it in 4 quarters.
  • Sigma Planning Corp's John Hancock Hedged Equity & Income Fund position peaked at $232K in Q3 2017.
  • 19 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2023.

Based on Sigma Planning Corp's 13F filing for Q1 2023, filed 8 May 2023.