RJT
TEAF

Raymond James Trust’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

Raymond James Trust’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
2022
Q4 		– Sell
-16,588
Closed -$211K – 1165
2022
Q3 		$211K Hold
16,588
– – 0.01% 959
2022
Q2 		$229K Buy
+16,588
New +$242K 0.01% 948

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
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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $299M AUM 41.44% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Trust's TEAF Position: Q4 2022 in Review

Raymond James Trust sold out of Ecofin Sustainable & Social Impact Term Fund (TEAF) in Q4 2022, closing a stake of 16,588 shares — an estimated $211K sold.

Raymond James Trust first reported a position in TEAF in Q2 2022 and held it in 2 quarters. The position peaked at $229K in Q2 2022. 43 funds tracked by Wall St. Rank hold TEAF as of Q4 2022.

  • Raymond James Trust reported no remaining Ecofin Sustainable & Social Impact Term Fund position as of Q4 2022 after selling out during the quarter.
  • Raymond James Trust sold 16,588 Ecofin Sustainable & Social Impact Term Fund shares in Q4 2022, an estimated $211K.
  • Raymond James Trust first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q2 2022 and held it in 2 quarters.
  • Raymond James Trust's Ecofin Sustainable & Social Impact Term Fund position peaked at $229K in Q2 2022.
  • 43 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q4 2022.

Based on Raymond James Trust's 13F filing for Q4 2022, filed 2 Feb 2023.