Ladenburg Thalmann Financial Services’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$311K	Buy	18,980 +13,687	+259%	+$223K	﹤0.01%	2182
2019 Q3	$88K	Buy	+5,293	New	+$90.6K	﹤0.01%	3030

Other funds holding TEAF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ladenburg Thalmann Financial Services's TEAF Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Ecofin Sustainable & Social Impact Term Fund (TEAF) stake by 259% in Q4 2019, buying an estimated $223K and bringing the position to 18,980 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #2182.

Ladenburg Thalmann Financial Services first reported a position in TEAF in Q3 2019 and has held it in 2 quarters since. 29 funds tracked by Wall St. Rank hold TEAF as of Q4 2019.

Ladenburg Thalmann Financial Services held 18,980 shares of Ecofin Sustainable & Social Impact Term Fund worth $311K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 13,687 Ecofin Sustainable & Social Impact Term Fund shares in Q4 2019, an estimated $223K.
Ecofin Sustainable & Social Impact Term Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2182 holding.
Ladenburg Thalmann Financial Services first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q3 2019 and has held it in 2 quarters since.
29 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.