TIM
HEQ

Tortoise Investment Management’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Tortoise Investment Management’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
2016
Q3 		– Sell
-350
Closed -$5K – 471
2016
Q2 		$5K Buy
+350
New +$5.22K ﹤0.01% 385

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FT
Fiduciary Trust Boston, Massachusetts $8.46B AUM 21.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tortoise Investment Management's HEQ Position: Q3 2016 in Review

Tortoise Investment Management sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q3 2016, closing a stake of 350 shares — an estimated $5K sold.

Tortoise Investment Management first reported a position in HEQ in Q2 2016 and held it in 1 quarter. The position peaked at $5K in Q2 2016. 24 funds tracked by Wall St. Rank hold HEQ as of Q3 2016.

  • Tortoise Investment Management reported no remaining John Hancock Hedged Equity & Income Fund position as of Q3 2016 after selling out during the quarter.
  • Tortoise Investment Management sold 350 John Hancock Hedged Equity & Income Fund shares in Q3 2016, an estimated $5K.
  • Tortoise Investment Management first reported a position in John Hancock Hedged Equity & Income Fund in Q2 2016 and held it in 1 quarter.
  • Tortoise Investment Management's John Hancock Hedged Equity & Income Fund position peaked at $5K in Q2 2016.
  • 24 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q3 2016.

Based on Tortoise Investment Management's 13F filing for Q3 2016, filed 9 Nov 2016.