SAM
TEAF

Synergy Asset Management’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

Synergy Asset Management’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
-975
Closed -$12.7K – 759
2024
Q4 		$12.7K Buy
+975
New +$12.4K ﹤0.01% 428

Other funds holding TEAF

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
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 $299M AUM 41.44% 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 $51.6B AUM 27.34% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Synergy Asset Management's TEAF Position: Q1 2025 in Review

Synergy Asset Management sold out of Ecofin Sustainable & Social Impact Term Fund (TEAF) in Q1 2025, closing a stake of 975 shares — an estimated $12.7K sold.

Synergy Asset Management first reported a position in TEAF in Q4 2024 and held it in 1 quarter. The position peaked at $12.7K in Q4 2024. 50 funds tracked by Wall St. Rank hold TEAF as of Q1 2025.

  • Synergy Asset Management reported no remaining Ecofin Sustainable & Social Impact Term Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 975 Ecofin Sustainable & Social Impact Term Fund shares in Q1 2025, an estimated $12.7K.
  • Synergy Asset Management first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Ecofin Sustainable & Social Impact Term Fund position peaked at $12.7K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.