PI
TEAF

PFG Investments’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

PFG Investments’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
Q2 		– Sell
-12,624
Closed -$149K – 1085
2024
Q1 		$149K Buy
+12,624
New +$145K 0.01% 946

Other funds holding TEAF

AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

PFG Investments's TEAF Position: Q2 2024 in Review

PFG Investments sold out of Ecofin Sustainable & Social Impact Term Fund (TEAF) in Q2 2024, closing a stake of 12,624 shares — an estimated $149K sold.

PFG Investments first reported a position in TEAF in Q1 2024 and held it in 1 quarter. The position peaked at $149K in Q1 2024. 56 funds tracked by Wall St. Rank hold TEAF as of Q2 2024.

  • PFG Investments reported no remaining Ecofin Sustainable & Social Impact Term Fund position as of Q2 2024 after selling out during the quarter.
  • PFG Investments sold 12,624 Ecofin Sustainable & Social Impact Term Fund shares in Q2 2024, an estimated $149K.
  • PFG Investments first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q1 2024 and held it in 1 quarter.
  • PFG Investments's Ecofin Sustainable & Social Impact Term Fund position peaked at $149K in Q1 2024.
  • 56 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q2 2024.

Based on PFG Investments's 13F filing for Q2 2024, filed 7 Aug 2024.