Fidelity Investments
TEAF

Fidelity Investments’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

Fidelity Investments’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
2023
Q3 		– Sell
-1
Closed -$12 – 5513
2023
Q2 		$12 Buy
+1
New +$13 ﹤0.01% 5258

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 12.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Fidelity Investments's TEAF Position: Q3 2023 in Review

Fidelity Investments sold out of Ecofin Sustainable & Social Impact Term Fund (TEAF) in Q3 2023, closing a stake of 1 share — an estimated $12 sold.

Fidelity Investments first reported a position in TEAF in Q2 2023 and held it in 1 quarter. The position peaked at $12 in Q2 2023. 51 funds tracked by Wall St. Rank hold TEAF as of Q3 2023.

  • Fidelity Investments reported no remaining Ecofin Sustainable & Social Impact Term Fund position as of Q3 2023 after selling out during the quarter.
  • Fidelity Investments sold 1 Ecofin Sustainable & Social Impact Term Fund share in Q3 2023, an estimated $12.
  • Fidelity Investments first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q2 2023 and held it in 1 quarter.
  • Fidelity Investments's Ecofin Sustainable & Social Impact Term Fund position peaked at $12 in Q2 2023.
  • 51 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q3 2023.

Based on Fidelity Investments's 13F filing for Q3 2023, filed 13 Nov 2023.