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

StrategIQ Financial Group’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 Q3	–	Hold	0	–	–	–	64
2017 Q2	–	Hold	0	–	–	–	62
2017 Q1	–	Hold	0	–	–	–	59
2016 Q4	–	Hold	0	–	–	–	71
2016 Q3	–	Hold	0	–	–	–	106

Other funds holding HEQ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return