NFG
TEAF

Next Financial Group’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

Next Financial Group’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
Q3 		– Sell
-250
Closed -$4K – 2422
2019
Q2 		$4K Buy
+250
New +$4.83K ﹤0.01% 1969

Other funds holding TEAF

Morgan Stanley
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UR
USCA RIA Houston, Texas $1.65B AUM 39.8% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

Next Financial Group's TEAF Position: Q3 2019 in Review

Next Financial Group sold out of Ecofin Sustainable & Social Impact Term Fund (TEAF) in Q3 2019, closing a stake of 250 shares — an estimated $4K sold.

Next Financial Group first reported a position in TEAF in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 16 funds tracked by Wall St. Rank hold TEAF as of Q3 2019.

  • Next Financial Group reported no remaining Ecofin Sustainable & Social Impact Term Fund position as of Q3 2019 after selling out during the quarter.
  • Next Financial Group sold 250 Ecofin Sustainable & Social Impact Term Fund shares in Q3 2019, an estimated $4K.
  • Next Financial Group first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q2 2019 and held it in 1 quarter.
  • Next Financial Group's Ecofin Sustainable & Social Impact Term Fund position peaked at $4K in Q2 2019.
  • 16 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q3 2019.

Based on Next Financial Group's 13F filing for Q3 2019, filed 17 Oct 2019.