A detailed history of Blue Bell Private Wealth Management, LLC transactions in John Hancock Hedged Equity & Income Fund stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 19,478 shares of HEQ stock, worth $200,039. This represents 0.04% of its overall portfolio holdings.

Number of Shares
19,478
Previous 4,907 296.94%
Holding current value
$200,039
Previous $50,000 326.0%
% of portfolio
0.04%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$10.26 - $10.97 $149,498 - $159,843
14,571 Added 296.94%
19,478 $213,000
Q2 2024

Aug 05, 2024

BUY
$9.66 - $10.51 $8,587 - $9,343
889 Added 22.13%
4,907 $50,000
Q1 2024

Apr 24, 2024

SELL
$9.98 - $10.49 $818 - $860
-82 Reduced 2.0%
4,018 $42,000
Q4 2023

Jan 25, 2024

BUY
$9.22 - $10.17 $37,802 - $41,697
4,100 New
4,100 $41,000
Q1 2019

Apr 23, 2019

SELL
$12.93 - $15.0 $21,981 - $25,500
-1,700 Closed
0 $0
Q4 2018

Jan 16, 2019

BUY
$12.05 - $15.82 $20,485 - $26,894
1,700 New
1,700 $22,000

Others Institutions Holding HEQ

About John Hancock Hedged Equity & Income Fund


  • Ticker HEQ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • John Hancock Hedged Equity & Income Fund is a closed-ended equity mutual fund launched and managed by John Hancock Investment Management LLC. The fund is co-managed by Wellington Management Company LLP. It invests in the public equity markets of the United States. The fund seeks to invest in stocks of companies operating across diversified s...
More about HEQ
Track This Portfolio

Track Blue Bell Private Wealth Management, LLC Portfolio

Follow Blue Bell Private Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.