American Portfolios Advisors’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

American Portfolios Advisors’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
2022 Q3	$15.4K	Buy	1,212 +21	+2%	+$300	﹤0.01%	2313
2022 Q2	$16.5K	Buy	1,191 +20	+2%	+$292	﹤0.01%	2331
2022 Q1	$17.7K	Buy	1,171 +17	+1%	+$252	﹤0.01%	2433
2021 Q4	$16.9K	Buy	1,154 +17	+1%	+$247	﹤0.01%	2393
2021 Q3	$15.8K	Buy	1,137 +5	+0.4%	+$73	﹤0.01%	2376
2021 Q2	$16.8K	Buy	1,132 +16	+1%	+$236	﹤0.01%	2287
2021 Q1	$16K	Buy	1,116 +1,016	+1,016%	+$14K	﹤0.01%	2177
2020 Q4	$1.31K	Hold	100	–	–	﹤0.01%	2787
2020 Q3	$1.06K	Hold	100	–	–	﹤0.01%	2755
2020 Q2	$1.12K	Buy	+100	New	+$1.08K	﹤0.01%	2670

Other funds holding TEAF

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

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

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 $43.3B AUM 29.3% 1-Year Est. Return

American Portfolios Advisors's TEAF Position: Q3 2022 in Review

American Portfolios Advisors increased its Ecofin Sustainable & Social Impact Term Fund (TEAF) stake by 1.8% in Q3 2022, buying an estimated $300 and bringing the position to 1,212 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2313.

American Portfolios Advisors first reported a position in TEAF in Q2 2020 and has held it in 10 quarters since. The position peaked at $17.7K in Q1 2022. 41 funds tracked by Wall St. Rank hold TEAF as of Q3 2022.

American Portfolios Advisors held 1,212 shares of Ecofin Sustainable & Social Impact Term Fund worth $15.4K as of Q3 2022.
American Portfolios Advisors bought 21 Ecofin Sustainable & Social Impact Term Fund shares in Q3 2022, an estimated $300.
Ecofin Sustainable & Social Impact Term Fund made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2313 holding.
American Portfolios Advisors first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q2 2020 and has held it in 10 quarters since.
American Portfolios Advisors's Ecofin Sustainable & Social Impact Term Fund position peaked at $17.7K in Q1 2022.
41 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.