SCA
HEQ

Snowden Capital Advisors’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Snowden Capital Advisors’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
2022
Q1 		– Sell
-727
Closed -$9K – 1477
2021
Q4 		$9K Buy
+727
New +$9.35K ﹤0.01% 1553

Other funds holding HEQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Snowden Capital Advisors's HEQ Position: Q1 2022 in Review

Snowden Capital Advisors sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q1 2022, closing a stake of 727 shares — an estimated $9K sold.

Snowden Capital Advisors first reported a position in HEQ in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 18 funds tracked by Wall St. Rank hold HEQ as of Q1 2022.

  • Snowden Capital Advisors reported no remaining John Hancock Hedged Equity & Income Fund position as of Q1 2022 after selling out during the quarter.
  • Snowden Capital Advisors sold 727 John Hancock Hedged Equity & Income Fund shares in Q1 2022, an estimated $9K.
  • Snowden Capital Advisors first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2021 and held it in 1 quarter.
  • Snowden Capital Advisors's John Hancock Hedged Equity & Income Fund position peaked at $9K in Q4 2021.
  • 18 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2022.

Based on Snowden Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.