TRCT
HEQ

Tower Research Capital (TRC)’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Tower Research Capital (TRC)’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
2025
Q1 		– Sell
-73
Closed -$745 – 5441
2024
Q4 		$745 Buy
+73
New +$788 ﹤0.01% 5180
2021
Q4 		– Sell
-858
Closed -$11K – 6311
2021
Q3 		$11K Buy
+858
New +$11.4K ﹤0.01% 4226
2016
Q4 		– Sell
-630
Closed -$10K – 4054
2016
Q3 		$10K Buy
+630
New +$9.83K ﹤0.01% 2061
2016
Q1 		– Sell
-100
Closed -$1K – 4459
2015
Q4 		$1K Buy
100
+81
+426% +$1.2K ﹤0.01% 4081
2015
Q3 		$0 Sell
19
-675
-97% -$10.3K ﹤0.01% 4317
2015
Q2 		$11K Buy
694
+92
+15% +$1.52K ﹤0.01% 2617
2015
Q1 		$10K Buy
602
+4
+0.7% +$66 ﹤0.01% 2785
2014
Q4 		$10K Sell
598
-1,805
-75% -$30.7K ﹤0.01% 2149
2014
Q3 		$42K Sell
2,403
-1,097
-31% -$19.9K ﹤0.01% 1681
2014
Q2 		$65K Buy
3,500
+1,898
+118% +$34.6K 0.01% 1128
2014
Q1 		$28K Sell
1,602
-2,272
-59% -$39.2K ﹤0.01% 1569
2013
Q4 		$66K Buy
3,874
+380
+11% +$6.49K 0.01% 1161
2013
Q3 		$58K Buy
3,494
+2,694
+337% +$45.5K 0.01% 1778
2013
Q2 		$14K Buy
+800
New +$13.4K ﹤0.01% 2040

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
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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

Tower Research Capital (TRC)'s HEQ Position: Q1 2025 in Review

Tower Research Capital (TRC) sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q1 2025, closing a stake of 73 shares — an estimated $745 sold.

Tower Research Capital (TRC) first reported a position in HEQ in Q2 2013 and held it in 14 quarters. The position peaked at $66K in Q4 2013. 32 funds tracked by Wall St. Rank hold HEQ as of Q1 2025.

  • Tower Research Capital (TRC) reported no remaining John Hancock Hedged Equity & Income Fund position as of Q1 2025 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 73 John Hancock Hedged Equity & Income Fund shares in Q1 2025, an estimated $745.
  • Tower Research Capital (TRC) first reported a position in John Hancock Hedged Equity & Income Fund in Q2 2013 and held it in 14 quarters.
  • Tower Research Capital (TRC)'s John Hancock Hedged Equity & Income Fund position peaked at $66K in Q4 2013.
  • 32 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q1 2025.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2025, filed 15 May 2025.