Ahrens Investment Partners’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

Ahrens Investment Partners’s Portfolio TEAF Stock Details TEAF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$15.6K	Buy	+1,200	New	+$15.6K	0.01%	523
2022 Q3	–	Sell	-5,700	Closed	-$79K	–	815
2022 Q2	$79K	Hold	5,700	–	–	0.03%	259
2022 Q1	$86K	Sell	5,700 -8,000	-58%	-$119K	0.03%	297
2021 Q4	$201K	Sell	13,700 -7,400	-35%	-$107K	0.09%	183
2021 Q3	$294K	Sell	21,100 -13,900	-40%	-$203K	0.14%	153
2021 Q2	$519K	Sell	35,000 -500	-1%	-$7.38K	0.24%	113
2021 Q1	$509K	Buy	+35,500	New	+$489K	0.26%	105

Other funds holding TEAF

Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ahrens Investment Partners's TEAF Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Ecofin Sustainable & Social Impact Term Fund (TEAF) in Q1 2023: 1,200 shares worth $15.6K. The stake represents 0.01% of the portfolio and ranks #523 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in TEAF as recently as Q2 2022.

Ahrens Investment Partners first reported a position in TEAF in Q1 2021 and has held it in 7 quarters since. The position peaked at $519K in Q2 2021. 47 funds tracked by Wall St. Rank hold TEAF as of Q1 2023.

Ahrens Investment Partners held 1,200 shares of Ecofin Sustainable & Social Impact Term Fund worth $15.6K as of Q1 2023.
Ecofin Sustainable & Social Impact Term Fund was a new Ahrens Investment Partners position in Q1 2023.
Ecofin Sustainable & Social Impact Term Fund made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #523 holding.
Ahrens Investment Partners first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q1 2021 and has held it in 7 quarters since.
Ahrens Investment Partners's Ecofin Sustainable & Social Impact Term Fund position peaked at $519K in Q2 2021.
47 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.