Convergence Investment Partners, LLC Ecofin Global Water Esg Fund Transaction History

Convergence Investment Partners, LLC

$365 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2018 Aug 07, 2018	SELL	N/A	-1,000 Closed	0 $0
Q1 2018 May 14, 2018	BUY	N/A	1,000 New	1,000 $29,000

Others Institutions Holding EBLU

# of Institutions

33

Shares Held

282K

Call Options Held

0

Put Options Held

0

Wcg Wealth Advisors LLC Las Vegas, NV

38.2K
Shares

$1.84 Million
0.13% of portfolio
Equitable Holdings, Inc. New York, NY

30.8K
Shares

$1.48 Million
0.02% of portfolio
Colorado Capital Management, Inc.

25K
Shares

$1.21 Million
0.62% of portfolio
Clayton Financial Group LLC St. Louis, MO

20.5K
Shares

$986,340
0.38% of portfolio
Lpl Financial LLC Fort Mill, SC

20.3K
Shares

$977,001
0.0% of portfolio

About ECOFIN GLOBAL WATER ESG FUND

Ticker EBLU
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