BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - JOHN HANCOCK HDG EQ & INC FD ownership

JOHN HANCOCK HDG EQ & INC FD's ticker is HEQ and the CUSIP is 47804L102. A total of 25 filers reported holding JOHN HANCOCK HDG EQ & INC FD in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of JOHN HANCOCK HDG EQ & INC FD
ValueSharesWeighting
Q4 2018$22,000
+15.8%
1,700
+42.5%
0.01%0.0%
Q4 2016$19,000
-26.9%
1,193
-23.3%
0.01%
-20.0%
Q3 2016$26,000
-91.8%
1,556
-92.6%
0.02%
-92.6%
Q2 2016$317,000
-46.8%
21,125
-47.9%
0.20%
-49.8%
Q1 2016$596,000
-4.8%
40,574
-6.3%
0.41%
-4.5%
Q4 2015$626,000
+603.4%
43,292
+596.6%
0.42%
+596.7%
Q3 2015$89,000
+1171.4%
6,215
+1408.5%
0.06%
+1425.0%
Q2 2015$7,000
+16.7%
4120.0%0.00%0.0%
Q1 2015$6,000
+100.0%
412
+94.3%
0.00%
+100.0%
Q4 2014$3,000
-25.0%
2120.0%0.00%0.0%
Q3 2014$4,0000.0%2120.0%0.00%0.0%
Q2 2014$4,000
-90.5%
212
-91.2%
0.00%
-92.9%
Q1 2014$42,000
-57.6%
2,412
-58.5%
0.03%
-63.2%
Q4 2013$99,0005,8150.08%
Other shareholders
JOHN HANCOCK HDG EQ & INC FD shareholders Q3 2016
NameSharesValueWeighting ↓
Shaker Financial Services, LLC 36,795$683,0000.42%
Advisors Asset Management, Inc. 1,072,666$19,898,0000.28%
Ground Swell Capital, LLC 569$11,0000.02%
NEW ENGLAND SECURITIES CORP /MA/ 1,500$28,0000.01%
Tower Research Capital LLC (TRC) 3,500$65,0000.01%
WELLS FARGO & COMPANY/MN 910,344$16,887,0000.01%
MORGAN STANLEY 433,799$8,047,0000.00%
LPL Financial LLC 23,241$431,0000.00%
Invesco Ltd. 415,875$7,715,0000.00%
AQR Capital Management 36,866$684,0000.00%
View complete list of JOHN HANCOCK HDG EQ & INC FD shareholders