HighTower Advisors’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

HighTower Advisors’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 Q4	–	Sell	-10,599	Closed	-$137K	–	4043
2024 Q3	$137K	Buy	+10,599	New	+$131K	﹤0.01%	3238
2023 Q4	–	Sell	-14,297	Closed	-$173K	–	3850
2023 Q3	$173K	Sell	14,297 -86	-0.6%	-$1.08K	﹤0.01%	2958
2023 Q2	$175K	Buy	14,383 +1,367	+11%	+$17.5K	﹤0.01%	2919
2023 Q1	$162K	Buy	+13,016	New	+$170K	﹤0.01%	2827

Other funds holding TEAF

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

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TJHA

Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

EBWM

Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HighTower Advisors's TEAF Position: Q4 2024 in Review

HighTower Advisors sold out of Ecofin Sustainable & Social Impact Term Fund (TEAF) in Q4 2024, closing a stake of 10,599 shares — an estimated $137K sold.

HighTower Advisors first reported a position in TEAF in Q1 2023 and held it in 4 quarters. The position peaked at $175K in Q2 2023. 49 funds tracked by Wall St. Rank hold TEAF as of Q4 2024.

HighTower Advisors reported no remaining Ecofin Sustainable & Social Impact Term Fund position as of Q4 2024 after selling out during the quarter.
HighTower Advisors sold 10,599 Ecofin Sustainable & Social Impact Term Fund shares in Q4 2024, an estimated $137K.
HighTower Advisors first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q1 2023 and held it in 4 quarters.
HighTower Advisors's Ecofin Sustainable & Social Impact Term Fund position peaked at $175K in Q2 2023.
49 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q4 2024.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.