CFG
TEAF

Citizens Financial Group’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

Citizens Financial Group’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
2020
Q3 		– Sell
-7
Closed – – 858
2020
Q2 		$0 Hold
7
– – ﹤0.01% 1184
2020
Q1 		$0 Sell
7
-1,100
-99% -$16.3K ﹤0.01% 1221
2019
Q4 		$18K Buy
+1,107
New +$18K ﹤0.01% 639

Other funds holding TEAF

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
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citizens Financial Group's TEAF Position: Q3 2020 in Review

Citizens Financial Group sold out of Ecofin Sustainable & Social Impact Term Fund (TEAF) in Q3 2020, closing a stake of 7 shares.

Citizens Financial Group first reported a position in TEAF in Q4 2019 and held it in 3 quarters. The position peaked at $18K in Q4 2019. 27 funds tracked by Wall St. Rank hold TEAF as of Q3 2020.

  • Citizens Financial Group reported no remaining Ecofin Sustainable & Social Impact Term Fund position as of Q3 2020 after selling out during the quarter.
  • Citizens Financial Group sold 7 Ecofin Sustainable & Social Impact Term Fund shares in Q3 2020.
  • Citizens Financial Group first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q4 2019 and held it in 3 quarters.
  • Citizens Financial Group's Ecofin Sustainable & Social Impact Term Fund position peaked at $18K in Q4 2019.
  • 27 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q3 2020.

Based on Citizens Financial Group's 13F filing for Q3 2020, filed 12 Nov 2020.