SA
TEAF

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

Sanctuary 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
2025
Q1 		– Sell
-88,066
Closed -$1.07M – 2439
2024
Q4 		$1.07M Buy
88,066
+520
+0.6% +$6.59K 0.01% 1223
2024
Q3 		$1.09M Buy
87,546
+9,421
+12% +$116K 0.01% 1211
2024
Q2 		$893K Buy
+78,125
New +$910K 0.01% 1261

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
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
EBWM
Eagle Bluffs Wealth Management Columbia, Missouri $257M AUM 30.19% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Sanctuary Advisors's TEAF Position: Q1 2025 in Review

Sanctuary Advisors sold out of Ecofin Sustainable & Social Impact Term Fund (TEAF) in Q1 2025, closing a stake of 88,066 shares — an estimated $1.07M sold.

Sanctuary Advisors first reported a position in TEAF in Q2 2024 and held it in 3 quarters. The position peaked at $1.09M in Q3 2024. 50 funds tracked by Wall St. Rank hold TEAF as of Q1 2025.

  • Sanctuary Advisors reported no remaining Ecofin Sustainable & Social Impact Term Fund position as of Q1 2025 after selling out during the quarter.
  • Sanctuary Advisors sold 88,066 Ecofin Sustainable & Social Impact Term Fund shares in Q1 2025, an estimated $1.07M.
  • Sanctuary Advisors first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q2 2024 and held it in 3 quarters.
  • Sanctuary Advisors's Ecofin Sustainable & Social Impact Term Fund position peaked at $1.09M in Q3 2024.
  • 50 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q1 2025.

Based on Sanctuary Advisors's 13F filing for Q1 2025, filed 6 Jan 2026.