Truist Financial
HEQ

Truist Financial’s John Hancock Hedged Equity & Income Fund HEQ Stock Holding History

Truist Financial’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
2020
Q3 		– Sell
-21,555
Closed -$242K – 2484
2020
Q2 		$242K Buy
+21,555
New +$237K ﹤0.01% 2086

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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 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
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truist Financial's HEQ Position: Q3 2020 in Review

Truist Financial sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q3 2020, closing a stake of 21,555 shares — an estimated $242K sold.

Truist Financial first reported a position in HEQ in Q2 2020 and held it in 1 quarter. The position peaked at $242K in Q2 2020. 23 funds tracked by Wall St. Rank hold HEQ as of Q3 2020.

  • Truist Financial reported no remaining John Hancock Hedged Equity & Income Fund position as of Q3 2020 after selling out during the quarter.
  • Truist Financial sold 21,555 John Hancock Hedged Equity & Income Fund shares in Q3 2020, an estimated $242K.
  • Truist Financial first reported a position in John Hancock Hedged Equity & Income Fund in Q2 2020 and held it in 1 quarter.
  • Truist Financial's John Hancock Hedged Equity & Income Fund position peaked at $242K in Q2 2020.
  • 23 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q3 2020.

Based on Truist Financial's 13F filing for Q3 2020, filed 13 Nov 2020.