CIA
TEAF

Cladis Investment Advisory’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

Cladis Investment Advisory’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
Q3 		– Sell
-12,000
Closed -$166K – 137
2022
Q2 		$166K Buy
+12,000
New +$175K 0.17% 124

Other funds holding TEAF

SCM
Saba Capital Management New York $3.62B AUM 12.96% 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
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 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 $51.6B AUM 27.34% 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
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Cladis Investment Advisory's TEAF Position: Q3 2022 in Review

Cladis Investment Advisory sold out of Ecofin Sustainable & Social Impact Term Fund (TEAF) in Q3 2022, closing a stake of 12,000 shares — an estimated $166K sold.

Cladis Investment Advisory first reported a position in TEAF in Q2 2022 and held it in 1 quarter. The position peaked at $166K in Q2 2022. 41 funds tracked by Wall St. Rank hold TEAF as of Q3 2022.

  • Cladis Investment Advisory reported no remaining Ecofin Sustainable & Social Impact Term Fund position as of Q3 2022 after selling out during the quarter.
  • Cladis Investment Advisory sold 12,000 Ecofin Sustainable & Social Impact Term Fund shares in Q3 2022, an estimated $166K.
  • Cladis Investment Advisory first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q2 2022 and held it in 1 quarter.
  • Cladis Investment Advisory's Ecofin Sustainable & Social Impact Term Fund position peaked at $166K in Q2 2022.
  • 41 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q3 2022.

Based on Cladis Investment Advisory's 13F filing for Q3 2022, filed 18 Nov 2022.