GI
TEAF

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

Gradient 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
2024
Q1 		– Sell
-108
Closed -$1.26K – 1779
2023
Q4 		$1.26K Buy
+108
New +$1.26K ﹤0.01% 1351

Other funds holding TEAF

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $40.4B AUM 21.2% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
CastleKeep Investment Advisors
CastleKeep Investment Advisors Westport, Connecticut $184M AUM 12.93% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gradient Investments's TEAF Position: Q1 2024 in Review

Gradient Investments sold out of Ecofin Sustainable & Social Impact Term Fund (TEAF) in Q1 2024, closing a stake of 108 shares — an estimated $1.26K sold.

Gradient Investments first reported a position in TEAF in Q4 2023 and held it in 1 quarter. The position peaked at $1.26K in Q4 2023. 53 funds tracked by Wall St. Rank hold TEAF as of Q1 2024.

  • Gradient Investments reported no remaining Ecofin Sustainable & Social Impact Term Fund position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 108 Ecofin Sustainable & Social Impact Term Fund shares in Q1 2024, an estimated $1.26K.
  • Gradient Investments first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q4 2023 and held it in 1 quarter.
  • Gradient Investments's Ecofin Sustainable & Social Impact Term Fund position peaked at $1.26K in Q4 2023.
  • 53 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.