SMFS
HEQ

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

Squar Milner 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
2018
Q3 		– Sell
-4,000
Closed -$67K – 799
2018
Q2 		$67K Buy
+4,000
New +$67.8K 0.06% 292

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
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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Squar Milner Financial Services's HEQ Position: Q3 2018 in Review

Squar Milner Financial Services sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q3 2018, closing a stake of 4,000 shares — an estimated $67K sold.

Squar Milner Financial Services first reported a position in HEQ in Q2 2018 and held it in 1 quarter. The position peaked at $67K in Q2 2018. 26 funds tracked by Wall St. Rank hold HEQ as of Q3 2018.

  • Squar Milner Financial Services reported no remaining John Hancock Hedged Equity & Income Fund position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 4,000 John Hancock Hedged Equity & Income Fund shares in Q3 2018, an estimated $67K.
  • Squar Milner Financial Services first reported a position in John Hancock Hedged Equity & Income Fund in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's John Hancock Hedged Equity & Income Fund position peaked at $67K in Q2 2018.
  • 26 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.