Steward Partners Investment Advisory’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Steward Partners Investment Advisory’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
2020 Q2	–	Sell	-600	Closed	-$6K	–	2695
2020 Q1	$6K	Hold	600	–	–	﹤0.01%	2024
2019 Q4	$8K	Hold	600	–	–	﹤0.01%	2091
2019 Q3	$8K	Hold	600	–	–	﹤0.01%	2089
2019 Q2	$8K	Buy	+600	New	+$8.56K	﹤0.01%	2073
2018 Q4	–	Sell	-600	Closed	-$9K	–	1347
2018 Q3	$9K	Buy	+600	New	+$9.68K	﹤0.01%	1917

Other funds holding HEQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Steward Partners Investment Advisory's HEQ Position: Q2 2020 in Review

Steward Partners Investment Advisory sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q2 2020, closing a stake of 600 shares — an estimated $6K sold.

Steward Partners Investment Advisory first reported a position in HEQ in Q3 2018 and held it in 5 quarters. The position peaked at $9K in Q3 2018. 23 funds tracked by Wall St. Rank hold HEQ as of Q2 2020.

Steward Partners Investment Advisory reported no remaining John Hancock Hedged Equity & Income Fund position as of Q2 2020 after selling out during the quarter.
Steward Partners Investment Advisory sold 600 John Hancock Hedged Equity & Income Fund shares in Q2 2020, an estimated $6K.
Steward Partners Investment Advisory first reported a position in John Hancock Hedged Equity & Income Fund in Q3 2018 and held it in 5 quarters.
Steward Partners Investment Advisory's John Hancock Hedged Equity & Income Fund position peaked at $9K in Q3 2018.
23 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q2 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2020, filed 6 Aug 2020.