TWP
TEAF

TFO Wealth Partners’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

TFO Wealth Partners’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
-5,000
Closed -$65K – 178
2020
Q4 		$65K Buy
+5,000
New +$61.7K 0.02% 40

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

TFO Wealth Partners's TEAF Position: Q1 2021 in Review

TFO Wealth Partners sold out of Ecofin Sustainable & Social Impact Term Fund (TEAF) in Q1 2021, closing a stake of 5,000 shares — an estimated $65K sold.

TFO Wealth Partners first reported a position in TEAF in Q4 2020 and held it in 1 quarter. The position peaked at $65K in Q4 2020. 34 funds tracked by Wall St. Rank hold TEAF as of Q1 2021.

  • TFO Wealth Partners reported no remaining Ecofin Sustainable & Social Impact Term Fund position as of Q1 2021 after selling out during the quarter.
  • TFO Wealth Partners sold 5,000 Ecofin Sustainable & Social Impact Term Fund shares in Q1 2021, an estimated $65K.
  • TFO Wealth Partners first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q4 2020 and held it in 1 quarter.
  • TFO Wealth Partners's Ecofin Sustainable & Social Impact Term Fund position peaked at $65K in Q4 2020.
  • 34 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q1 2021.

Based on TFO Wealth Partners's 13F filing for Q1 2021, filed 22 Apr 2021.