SPIA
TEAF

Steward Partners Investment Advisory’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

Steward Partners Investment Advisory’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
2021
Q1 		– Sell
-235
Closed -$3K – 3495
2020
Q4 		$3K Hold
235
– – ﹤0.01% 2655
2020
Q3 		$2K Hold
235
– – ﹤0.01% 2602
2020
Q2 		$3K Hold
235
– – ﹤0.01% 2418
2020
Q1 		$2K Hold
235
– – ﹤0.01% 2321
2019
Q4 		$3K Buy
+235
New +$3.82K ﹤0.01% 2375

Other funds holding TEAF

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $250M AUM 26.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Steward Partners Investment Advisory's TEAF Position: Q1 2021 in Review

Steward Partners Investment Advisory sold out of Ecofin Sustainable & Social Impact Term Fund (TEAF) in Q1 2021, closing a stake of 235 shares — an estimated $3K sold.

Steward Partners Investment Advisory first reported a position in TEAF in Q4 2019 and held it in 5 quarters. The position peaked at $3K in Q4 2020. 34 funds tracked by Wall St. Rank hold TEAF as of Q1 2021.

  • Steward Partners Investment Advisory reported no remaining Ecofin Sustainable & Social Impact Term Fund position as of Q1 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 235 Ecofin Sustainable & Social Impact Term Fund shares in Q1 2021, an estimated $3K.
  • Steward Partners Investment Advisory first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q4 2019 and held it in 5 quarters.
  • Steward Partners Investment Advisory's Ecofin Sustainable & Social Impact Term Fund position peaked at $3K in Q4 2020.
  • 34 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q1 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2021, filed 14 May 2021.