Wealth Enhancement Advisory Services’s Ecofin Sustainable & Social Impact Term Fund TEAF Stock Holding History

Wealth Enhancement Advisory Services’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	-10,995	Closed	-$132K	–	3158
2024 Q4	$132K	Sell	10,995 -1,674	-13%	-$21.2K	﹤0.01%	2764
2024 Q3	$165K	Buy	12,669 +144	+1%	+$1.77K	﹤0.01%	2477
2024 Q2	$144K	Sell	12,525 -787	-6%	-$9.17K	﹤0.01%	2355
2024 Q1	$157K	Sell	13,312 -8,757	-40%	-$100K	﹤0.01%	2244
2023 Q4	$258K	Sell	22,069 -3	-0%	-$35	﹤0.01%	1916
2023 Q3	$264K	Buy	+22,072	New	+$278K	﹤0.01%	1818

Other funds holding TEAF

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

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 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

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 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

Wealth Enhancement Advisory Services's TEAF Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of Ecofin Sustainable & Social Impact Term Fund (TEAF) in Q1 2025, closing a stake of 10,995 shares — an estimated $132K sold.

Wealth Enhancement Advisory Services first reported a position in TEAF in Q3 2023 and held it in 6 quarters. The position peaked at $264K in Q3 2023. 50 funds tracked by Wall St. Rank hold TEAF as of Q1 2025.

Wealth Enhancement Advisory Services reported no remaining Ecofin Sustainable & Social Impact Term Fund position as of Q1 2025 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 10,995 Ecofin Sustainable & Social Impact Term Fund shares in Q1 2025, an estimated $132K.
Wealth Enhancement Advisory Services first reported a position in Ecofin Sustainable & Social Impact Term Fund in Q3 2023 and held it in 6 quarters.
Wealth Enhancement Advisory Services's Ecofin Sustainable & Social Impact Term Fund position peaked at $264K in Q3 2023.
50 funds tracked by Wall St. Rank held Ecofin Sustainable & Social Impact Term Fund as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.