BI
TEAF

Beckerman Institutional’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

Beckerman Institutional’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
-10,287
Closed -$134K – 99
2024
Q3 		$134K Buy
+10,287
New +$127K 0.11% 94

Other funds holding TEAF

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
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
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MC
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 $21.3B AUM 22.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Beckerman Institutional's TEAF Position: Q4 2024 in Review

Beckerman Institutional sold out of Ecofin Sustainable & Social Impact Term Fund (TEAF) in Q4 2024, closing a stake of 10,287 shares — an estimated $134K sold.

Beckerman Institutional first reported a position in TEAF in Q3 2024 and held it in 1 quarter. The position peaked at $134K in Q3 2024. 49 funds tracked by Wall St. Rank hold TEAF as of Q4 2024.

  • Beckerman Institutional reported no remaining Ecofin Sustainable & Social Impact Term Fund position as of Q4 2024 after selling out during the quarter.
  • Beckerman Institutional sold 10,287 Ecofin Sustainable & Social Impact Term Fund shares in Q4 2024, an estimated $134K.
  • Beckerman Institutional first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q3 2024 and held it in 1 quarter.
  • Beckerman Institutional's Ecofin Sustainable & Social Impact Term Fund position peaked at $134K in Q3 2024.
  • 49 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q4 2024.

Based on Beckerman Institutional's 13F filing for Q4 2024, filed 29 Jan 2025.