BWM
TEAF

BerganKDV Wealth Management’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

BerganKDV Wealth Management’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
Q4 		– Sell
-500
Closed -$6K – 1106
2022
Q3 		$6K Buy
+500
New +$7.15K ﹤0.01% 662

Other funds holding TEAF

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

BerganKDV Wealth Management's TEAF Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Ecofin Sustainable & Social Impact Term Fund (TEAF) in Q4 2022, closing a stake of 500 shares — an estimated $6K sold.

BerganKDV Wealth Management first reported a position in TEAF in Q3 2022 and held it in 1 quarter. The position peaked at $6K in Q3 2022. 43 funds tracked by Wall St. Rank hold TEAF as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining Ecofin Sustainable & Social Impact Term Fund position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 500 Ecofin Sustainable & Social Impact Term Fund shares in Q4 2022, an estimated $6K.
  • BerganKDV Wealth Management first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q3 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's Ecofin Sustainable & Social Impact Term Fund position peaked at $6K in Q3 2022.
  • 43 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.