MA
TEAF

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

Mutual 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
Q1 		– Sell
-32,332
Closed -$379K – 1132
2023
Q4 		$379K Buy
+32,332
New +$378K 0.01% 744

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 $21.3B AUM 22.13% 1-Year Est. Return

Mutual Advisors's TEAF Position: Q1 2024 in Review

Mutual Advisors sold out of Ecofin Sustainable & Social Impact Term Fund (TEAF) in Q1 2024, closing a stake of 32,332 shares — an estimated $379K sold.

Mutual Advisors first reported a position in TEAF in Q4 2023 and held it in 1 quarter. The position peaked at $379K in Q4 2023. 53 funds tracked by Wall St. Rank hold TEAF as of Q1 2024.

  • Mutual Advisors reported no remaining Ecofin Sustainable & Social Impact Term Fund position as of Q1 2024 after selling out during the quarter.
  • Mutual Advisors sold 32,332 Ecofin Sustainable & Social Impact Term Fund shares in Q1 2024, an estimated $379K.
  • Mutual Advisors first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q4 2023 and held it in 1 quarter.
  • Mutual Advisors's Ecofin Sustainable & Social Impact Term Fund position peaked at $379K in Q4 2023.
  • 53 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q1 2024.

Based on Mutual Advisors's 13F filing for Q1 2024, filed 2 May 2024.