B. Riley Wealth Advisors’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

B. Riley Wealth 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
2024 Q4	–	Sell	-13,161	Closed	-$172K	–	1278
2024 Q3	$172K	Buy	13,161 +52	+0.4%	+$640	﹤0.01%	1163
2024 Q2	$151K	Buy	13,109 +1,047	+9%	+$12.2K	﹤0.01%	1276
2024 Q1	$144K	Sell	12,062 -938	-7%	-$10.7K	﹤0.01%	1318
2023 Q4	$152K	Buy	13,000 +938	+8%	+$11K	﹤0.01%	1292
2023 Q3	$144K	Buy	12,062 +857	+8%	+$10.8K	﹤0.01%	1318
2023 Q2	$140K	Hold	11,205	–	–	﹤0.01%	1395
2023 Q1	$145K	Sell	11,205 -700	-6%	-$9.12K	﹤0.01%	1340
2022 Q4	$153K	Buy	+11,905	New	+$158K	﹤0.01%	1310

Other funds holding TEAF

SCM

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

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

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

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

EBWM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

B. Riley Wealth Advisors's TEAF Position: Q4 2024 in Review

B. Riley Wealth Advisors sold out of Ecofin Sustainable & Social Impact Term Fund (TEAF) in Q4 2024, closing a stake of 13,161 shares — an estimated $172K sold.

B. Riley Wealth Advisors first reported a position in TEAF in Q4 2022 and held it in 8 quarters. The position peaked at $172K in Q3 2024. 49 funds tracked by Wall St. Rank hold TEAF as of Q4 2024.

B. Riley Wealth Advisors reported no remaining Ecofin Sustainable & Social Impact Term Fund position as of Q4 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 13,161 Ecofin Sustainable & Social Impact Term Fund shares in Q4 2024, an estimated $172K.
B. Riley Wealth Advisors first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q4 2022 and held it in 8 quarters.
B. Riley Wealth Advisors's Ecofin Sustainable & Social Impact Term Fund position peaked at $172K in Q3 2024.
49 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.