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

Stifel Financial’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
2017 Q4	–	Sell	-10,598	Closed	-$187K	–	2684
2017 Q3	$187K	Sell	10,598 -5,035	-32%	-$88K	﹤0.01%	2398
2017 Q2	$265K	Sell	15,633 -841	-5%	-$14.3K	﹤0.01%	2193
2017 Q1	$278K	Sell	16,474 -1,443	-8%	-$23.7K	﹤0.01%	2137
2016 Q4	$280K	Sell	17,917 -5,844	-25%	-$92.4K	﹤0.01%	2074
2016 Q3	$384K	Sell	23,761 -12,415	-34%	-$194K	﹤0.01%	1862
2016 Q2	$542K	Buy	+36,176	New	+$540K	﹤0.01%	1713

Other funds holding HEQ

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

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

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

AAM

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stifel Financial's HEQ Position: Q4 2017 in Review

Stifel Financial sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q4 2017, closing a stake of 10,598 shares — an estimated $187K sold.

Stifel Financial first reported a position in HEQ in Q2 2016 and held it in 6 quarters. The position peaked at $542K in Q2 2016. 22 funds tracked by Wall St. Rank hold HEQ as of Q4 2017.

Stifel Financial reported no remaining John Hancock Hedged Equity & Income Fund position as of Q4 2017 after selling out during the quarter.
Stifel Financial sold 10,598 John Hancock Hedged Equity & Income Fund shares in Q4 2017, an estimated $187K.
Stifel Financial first reported a position in John Hancock Hedged Equity & Income Fund in Q2 2016 and held it in 6 quarters.
Stifel Financial's John Hancock Hedged Equity & Income Fund position peaked at $542K in Q2 2016.
22 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q4 2017.

Based on Stifel Financial's 13F filing for Q4 2017, filed 14 Feb 2018.