Blue Bell Private Wealth Management’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

Blue Bell Private 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
2025 Q4	–	Sell	-82,511	Closed	-$970K	–	756
2025 Q3	$970K	Buy	82,511 +5,073	+7%	+$61.1K	0.15%	100
2025 Q2	$948K	Buy	77,438 +9,586	+14%	+$110K	0.16%	89
2025 Q1	$771K	Buy	67,852 +11,787	+21%	+$141K	0.15%	92
2024 Q4	$673K	Buy	56,065 +15,439	+38%	+$196K	0.13%	98
2024 Q3	$530K	Buy	40,626 +31,715	+356%	+$391K	0.1%	122
2024 Q2	$103K	Buy	8,911 +1,400	+19%	+$16.3K	0.02%	270
2024 Q1	$88.7K	Buy	7,511 +1,700	+29%	+$19.5K	0.02%	273
2023 Q4	$68K	Buy	5,811 +4,811	+481%	+$56.3K	0.02%	282
2023 Q3	$12K	Hold	1,000	–	–	﹤0.01%	406
2023 Q2	$12.5K	Sell	1,000 -1,500	-60%	-$19.2K	﹤0.01%	391
2023 Q1	$32.4K	Buy	2,500 +2,000	+400%	+$26.1K	0.01%	267
2022 Q4	$6.42K	Hold	500	–	–	﹤0.01%	426
2022 Q3	$6K	Buy	+500	New	+$7.15K	﹤0.01%	449

Blue Bell Private Wealth Management's TEAF Position: Q4 2025 in Review

Blue Bell Private Wealth Management sold out of Ecofin Sustainable & Social Impact Term Fund (TEAF) in Q4 2025, closing a stake of 82,511 shares — an estimated $970K sold.

Blue Bell Private Wealth Management first reported a position in TEAF in Q3 2022 and held it in 13 quarters. The position peaked at $970K in Q3 2025. 0 funds tracked by Wall St. Rank hold TEAF as of Q4 2025.

Blue Bell Private Wealth Management reported no remaining Ecofin Sustainable & Social Impact Term Fund position as of Q4 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 82,511 Ecofin Sustainable & Social Impact Term Fund shares in Q4 2025, an estimated $970K.
Blue Bell Private Wealth Management first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q3 2022 and held it in 13 quarters.
Blue Bell Private Wealth Management's Ecofin Sustainable & Social Impact Term Fund position peaked at $970K in Q3 2025.
0 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q4 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.