TC
HEQ

Telemus Capital’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Telemus Capital’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
2018
Q1 		– Sell
-225
Closed -$4K – 469
2017
Q4 		$4K Buy
+225
New +$3.92K ﹤0.01% 560

Other funds holding HEQ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Telemus Capital's HEQ Position: Q1 2018 in Review

Telemus Capital sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q1 2018, closing a stake of 225 shares — an estimated $4K sold.

Telemus Capital first reported a position in HEQ in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 27 funds tracked by Wall St. Rank hold HEQ as of Q1 2018.

  • Telemus Capital reported no remaining John Hancock Hedged Equity & Income Fund position as of Q1 2018 after selling out during the quarter.
  • Telemus Capital sold 225 John Hancock Hedged Equity & Income Fund shares in Q1 2018, an estimated $4K.
  • Telemus Capital first reported a position in John Hancock Hedged Equity & Income Fund in Q4 2017 and held it in 1 quarter.
  • Telemus Capital's John Hancock Hedged Equity & Income Fund position peaked at $4K in Q4 2017.
  • 27 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2018.

Based on Telemus Capital's 13F filing for Q1 2018, filed 27 Apr 2018.