HEQ — JOHN HANCOCK HDG EQ & INC FD

Ownership history in Advisory Services Network, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in JOHN HANCOCK HDG EQ & INC FD (HEQ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,409 -371 -20.8% 0.00% $15K $10.18
2023 Q4 UNCHANGED 1,780 — 0% 0.00% $18K $8.14
2023 Q1 REDUCED 1,780 -447 -20.1% 0.00% $21K $8.72
2022 Q4 REDUCED 2,227 -2,424 -52.1% 0.00% $26K $8.40
2021 Q2 ADDED 4,651 +2,089 +81.5% 0.00% $62K $8.47
2020 Q4 ADDED 2,562 +670 +35.4% 0.00% $29K $6.97
2020 Q3 UNCHANGED 1,892 — 0% 0.00% $20K $6.27
2020 Q1 INITIATED 1,892 — — 0.00% $19K $5.70
% of Fund (quarterly)    HEQ price (monthly, adj. close)

Other funds also holding HEQ

As of 2025 Q4 — sorted by position size

Bulldog Investors, LLP 3Y 7Y 0.91% Shaker Financial Services, LLC 3Y 7Y 0.45% BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3Y 7Y 0.15% ROBINSON CAPITAL MANAGEMENT, LLC 3Y 7Y 0.15% 1607 Capital Partners, LLC 3Y 7Y 0.1% Saba Capital Management, L.P. 3Y 7Y 0.09% Kovack Advisors, Inc. 3Y 7Y 0.04% PRINCIPAL SECURITIES, INC. 0.02% NWF Advisory Services Inc. 0.02% AQR Arbitrage LLC 3Y 7Y 0.02%
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