SB
HEQ

Suntrust Banks’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Suntrust Banks’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
2019
Q3 		$155K Buy
12,491
+98
+0.8% +$1.36K ﹤0.01% 1287
2019
Q2 		$154K Buy
12,393
+94
+0.8% +$1.34K ﹤0.01% 1279
2019
Q1 		$153K Sell
12,299
-912
-7% -$13.1K ﹤0.01% 1249
2018
Q4 		$164K Buy
+13,211
New +$188K ﹤0.01% 1206

Other funds holding HEQ

Morgan Stanley
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
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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Suntrust Banks's HEQ Position: Q3 2019 in Review

Suntrust Banks increased its John Hancock Hedged Equity & Income Fund (HEQ) stake by 0.79% in Q3 2019, buying an estimated $1.36K and bringing the position to 12,491 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Suntrust Banks first reported a position in HEQ in Q4 2018 and has held it in 4 quarters since. The position peaked at $164K in Q4 2018. 26 funds tracked by Wall St. Rank hold HEQ as of Q3 2019.

  • Suntrust Banks held 12,491 shares of John Hancock Hedged Equity & Income Fund worth $155K as of Q3 2019.
  • Suntrust Banks bought 98 John Hancock Hedged Equity & Income Fund shares in Q3 2019, an estimated $1.36K.
  • John Hancock Hedged Equity & Income Fund made up ﹤0.01% of Suntrust Banks's portfolio in Q3 2019, its #1287 holding.
  • Suntrust Banks first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2018 and has held it in 4 quarters since.
  • Suntrust Banks's John Hancock Hedged Equity & Income Fund position peaked at $164K in Q4 2018.
  • 26 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q3 2019.

Based on Suntrust Banks's 13F filing for Q3 2019, filed 12 Nov 2019.