WCM
HEQ

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

Windsor Capital 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
2015
Q4 		– Sell
-300
Closed -$4K – 222
2015
Q3 		$4K Buy
+300
New +$4.59K ﹤0.01% 431

Other funds holding HEQ

AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Windsor Capital Management's HEQ Position: Q4 2015 in Review

Windsor Capital Management sold out of John Hancock Hedged Equity & Income Fund (HEQ) in Q4 2015, closing a stake of 300 shares — an estimated $4K sold.

Windsor Capital Management first reported a position in HEQ in Q3 2015 and held it in 1 quarter. The position peaked at $4K in Q3 2015. 28 funds tracked by Wall St. Rank hold HEQ as of Q4 2015.

  • Windsor Capital Management reported no remaining John Hancock Hedged Equity & Income Fund position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 300 John Hancock Hedged Equity & Income Fund shares in Q4 2015, an estimated $4K.
  • Windsor Capital Management first reported a position in John Hancock Hedged Equity & Income Fund in Q3 2015 and held it in 1 quarter.
  • Windsor Capital Management's John Hancock Hedged Equity & Income Fund position peaked at $4K in Q3 2015.
  • 28 funds tracked by Wall St. Rank held John Hancock Hedged Equity & Income Fund as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.