Carson Wealth (CWM LLC)’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	–	Sell	-2	Closed	–	–	3863
2021 Q4	$0	Buy	+2	New	+$29	﹤0.01%	3644
2021 Q2	$0	Hold	6	–	–	﹤0.01%	3005
2021 Q1	$0	Hold	6	–	–	﹤0.01%	3004
2020 Q4	$0	Hold	6	–	–	﹤0.01%	3002
2020 Q3	$0	Hold	6	–	–	﹤0.01%	3001
2020 Q2	$0	Hold	6	–	–	﹤0.01%	3000
2020 Q1	$0	Hold	6	–	–	﹤0.01%	2999
2019 Q4	$0	Hold	6	–	–	﹤0.01%	2997
2019 Q3	$0	Hold	6	–	–	﹤0.01%	2997
2019 Q2	$0	Hold	6	–	–	﹤0.01%	2996
2019 Q1	$0	Buy	+6	New	+$120	﹤0.01%	3264

Other funds holding TEAF

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PAIM

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AWC

Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TEAF Position: Q1 2022 in Review

Carson Wealth (CWM LLC) sold out of Ecofin Sustainable & Social Impact Term Fund (TEAF) in Q1 2022, closing a stake of 2 shares.

Carson Wealth (CWM LLC) first reported a position in TEAF in Q1 2019 and held it in 11 quarters. The position peaked at $0 in Q4 2021. 32 funds tracked by Wall St. Rank hold TEAF as of Q1 2022.

Carson Wealth (CWM LLC) reported no remaining Ecofin Sustainable & Social Impact Term Fund position as of Q1 2022 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 2 Ecofin Sustainable & Social Impact Term Fund shares in Q1 2022.
Carson Wealth (CWM LLC) first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q1 2019 and held it in 11 quarters.
Carson Wealth (CWM LLC)'s Ecofin Sustainable & Social Impact Term Fund position peaked at $0 in Q4 2021.
32 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q1 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2022, filed 21 Apr 2022.