SFS
HEQ

Sowell Financial Services’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-2,028
Closed -$25K – 1460
2021
Q1 		$25K Buy
+2,028
New +$23.7K ﹤0.01% 1955

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Sowell Financial Services's HEQ Position: Q2 2021 in Review

Sowell Financial Services sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q2 2021, closing a stake of 2,028 shares — an estimated $25K sold.

Sowell Financial Services first reported a position in HEQ in Q1 2021 and held it in 1 quarter. The position peaked at $25K in Q1 2021. 25 funds tracked by Wall St. Rank hold HEQ as of Q2 2021.

  • Sowell Financial Services reported no remaining John Hancock Hedged Equity & Income Fund position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 2,028 John Hancock Hedged Equity & Income Fund shares in Q2 2021, an estimated $25K.
  • Sowell Financial Services first reported a position in John Hancock Hedged Equity & Income Fund in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's John Hancock Hedged Equity & Income Fund position peaked at $25K in Q1 2021.
  • 25 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.