TPW
HEQ

Talon Private Wealth’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Talon Private Wealth’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
2024
Q4 		– Sell
-253
Closed -$2.77K – 322
2024
Q3 		$2.77K Buy
+253
New +$2.68K ﹤0.01% 253

Other funds holding HEQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Talon Private Wealth's HEQ Position: Q4 2024 in Review

Talon Private Wealth sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q4 2024, closing a stake of 253 shares — an estimated $2.77K sold.

Talon Private Wealth first reported a position in HEQ in Q3 2024 and held it in 1 quarter. The position peaked at $2.77K in Q3 2024. 34 funds tracked by Wall St. Rank hold HEQ as of Q4 2024.

  • Talon Private Wealth reported no remaining John Hancock Hedged Equity & Income Fund position as of Q4 2024 after selling out during the quarter.
  • Talon Private Wealth sold 253 John Hancock Hedged Equity & Income Fund shares in Q4 2024, an estimated $2.77K.
  • Talon Private Wealth first reported a position in John Hancock Hedged Equity & Income Fund in Q3 2024 and held it in 1 quarter.
  • Talon Private Wealth's John Hancock Hedged Equity & Income Fund position peaked at $2.77K in Q3 2024.
  • 34 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q4 2024.

Based on Talon Private Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.