A detailed history of Eagle Bluffs Wealth Management LLC transactions in Ecofin Sustainable & Social Impact Term Fund stock. As of the latest transaction made, Eagle Bluffs Wealth Management LLC holds 259,579 shares of TEAF stock, worth $3.36 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares
259,579
Previous 243,603 6.56%
Holding current value
$3.36 Million
Previous $2.88 Million 3.86%
% of portfolio
1.74%
Previous 1.8%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$11.29 - $11.94 $180,369 - $190,753
15,976 Added 6.56%
259,579 $2.99 Million
Q1 2024

Apr 22, 2024

BUY
$11.21 - $11.84 $291,426 - $307,804
25,997 Added 11.95%
243,603 $2.88 Million
Q4 2023

Jan 30, 2024

SELL
$11.12 - $12.23 $233,497 - $256,805
-20,998 Reduced 8.8%
217,606 $2.55 Million
Q3 2023

Oct 30, 2023

BUY
$11.98 - $13.09 $350,319 - $382,777
29,242 Added 13.97%
238,604 $2.86 Million
Q2 2023

Jul 18, 2023

BUY
$12.28 - $13.18 $1,915 - $2,056
156 Added 0.07%
209,362 $2.61 Million
Q1 2023

May 04, 2023

BUY
$12.29 - $13.56 $165,988 - $183,141
13,506 Added 6.9%
209,206 $2.71 Million
Q4 2022

Jan 25, 2023

SELL
$12.46 - $13.88 $97,075 - $108,139
-7,791 Reduced 3.83%
195,700 $0
Q3 2022

Nov 14, 2022

SELL
$12.69 - $15.09 $94,603 - $112,495
-7,455 Reduced 3.53%
203,491 $2.59 Million
Q2 2022

Aug 12, 2022

SELL
$13.75 - $15.38 $1.43 Million - $1.6 Million
-103,768 Reduced 32.97%
210,946 $2.92 Million
Q1 2022

May 16, 2022

BUY
$14.06 - $15.4 $4.42 Million - $4.85 Million
314,714 New
314,714 $4.75 Million

Others Institutions Holding TEAF

About ECOFIN SUSTAINABLE & SOCIAL IMPACT TERM FUND


  • Ticker TEAF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Tortoise Essential Assets Income Term Fund is a closed-ended balanced mutual fund launched and managed by Tortoise Capital Advisors L.L.C. It invests in equity and fixed income markets. The fund seeks to invest in securities of companies operating in the essential asset sectors, which includes education, housing, healthcare, social and human ser...
More about TEAF
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