MIM
TEAF

Macroview Investment Management’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

Macroview Investment Management’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
2020
Q1 		– Sell
-1,366
Closed -$22K – 354
2019
Q4 		$22K Buy
+1,366
New +$22.2K 0.05% 116

Other funds holding TEAF

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Macroview Investment Management's TEAF Position: Q1 2020 in Review

Macroview Investment Management sold out of Ecofin Sustainable & Social Impact Term Fund (TEAF) in Q1 2020, closing a stake of 1,366 shares — an estimated $22K sold.

Macroview Investment Management first reported a position in TEAF in Q4 2019 and held it in 1 quarter. The position peaked at $22K in Q4 2019. 31 funds tracked by Wall St. Rank hold TEAF as of Q1 2020.

  • Macroview Investment Management reported no remaining Ecofin Sustainable & Social Impact Term Fund position as of Q1 2020 after selling out during the quarter.
  • Macroview Investment Management sold 1,366 Ecofin Sustainable & Social Impact Term Fund shares in Q1 2020, an estimated $22K.
  • Macroview Investment Management first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q4 2019 and held it in 1 quarter.
  • Macroview Investment Management's Ecofin Sustainable & Social Impact Term Fund position peaked at $22K in Q4 2019.
  • 31 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q1 2020.

Based on Macroview Investment Management's 13F filing for Q1 2020, filed 6 May 2020.