Clean Yield
Latest statistics and disclosures from Clean Yield's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, JNJ, CSCO, MKC, VTR. These five stock positions account for 14.62% of Clean Yield's total stock portfolio.
- Added to shares of these 10 stocks: CVS, SHPGY, UNFI, FSLR, DGX, GILD, S&p Global, IEF, AAPL, CNBKA.
- Started 28 new stock positions in Mosaic, IEF, APH, VCIT, Halyard Health, EPI, IWF, S&p Global, Nuveen Barclays Shrt Term Muni bdfund, Medtronic.
- Reduced shares in these 10 stocks: HCP, Baxalta Incorporated, DD, MSEX, PG, PDCO, CTWS, AGL, SYMC, MHP.
- Sold out of its positions in ARMH, * Barrick Gold, Baxalta Incorporated, Care Cap Properties, CNP, CGW, DISCK, EGBN, Hsbc Hldgs Plc adr a 1/40pf a, SHY. IGV, JAH, MHP, MET, NSC, OHI, PCG, Rydex Etf Trust russ midca, BND, VEU, WR, Abengoa Yield, Seagate Technology Com Stk.
- As of June 30, 2016, Clean Yield has $232.95M in assets under management (AUM). Assets under management grew from a total value of $224.94M to $232.95M.
- Independent of market fluctuations, Clean Yield was a net seller by $2.95M worth of stocks in the most recent quarter.
Clean Yield portfolio companies for June 2016 quarter
| Company (Ticker) | Portfolio Weight | Share Count | Price | Last Trade |
|---|---|---|---|---|
| Apple (AAPL) | 3.36 | 81904 +5.00% | 95.60 | 123.28 |
| Johnson & Johnson (JNJ) | 3.00 | 57599 | 121.30 | 98.55 |
| Cisco Systems (CSCO) | 2.77 | 224888 | 28.69 | 28.51 |
| McCormick & Company, Incorporated (MKC) | 2.75 | 59947 | 106.68 | 72.00 |
| Ventas (VTR) | 2.74 | 87765 | 72.82 | 69.27 |
| Connecticut Water Service (CTWS) | 2.51 | 103908 -8.00% | 56.20 | 36.02 |
| John Wiley & Sons (JW.A) | 2.50 | 111522 | 52.18 | 0.00 |
| Automatic Data Processing (ADP) | 2.27 | 57560 | 91.87 | 85.00 |
| Genuine Parts Company (GPC) | 2.22 | 51155 | 101.24 | 92.26 |
| AGL Resources (AGL) | 2.18 | 76844 -9.00% | 65.96 | 0.00 |
| Hannon Armstrong stock | 1.90 | 205417 | 21.60 | 0.00 |
| United Natural Foods (UNFI) | 1.89 | 94205 +18.00% | 46.80 | 73.98 |
| Century Ban (CNBKA) | 1.88 | 103643 +6.00% | 42.33 | 38.43 |
| Unilever N.V. (UN) | 1.75 | 86842 +2.00% | 46.94 | 42.05 |
| EMC Corporation (EMC) | 1.70 | 146007 | 27.17 | 26.24 |
| Liberty Property Trust (LRY) | 1.70 | 99682 | 39.72 | 0.00 |
| Illinois Tool Works (ITW) | 1.67 | 37379 | 104.15 | 96.27 |
| J.M. Smucker Company (SJM) | 1.62 | 24780 | 152.42 | 110.22 |
| Expeditors International of Washington (EXPD) | 1.60 | 75936 | 49.04 | 47.74 |
| Telus Ord | 1.60 | 115803 +2.00% | 32.20 | 0.00 |
| 3M Company (MMM) | 1.58 | 21029 | 175.14 | 162.72 |
| Gilead Sciences (GILD) | 1.54 | 42925 +15.00% | 83.42 | 99.53 |
| Intuit (INTU) | 1.47 | 30770 -2.00% | 111.60 | 95.52 |
| Bar Harbor Bankshares (BHB) | 1.45 | 96507 | 35.10 | 32.85 |
| Procter & Gamble Company (PG) | 1.42 | 38950 -15.00% | 84.67 | 81.31 |
| Verizon Communications (VZ) | 1.38 | 57672 | 55.83 | 48.01 |
| McKesson Corporation (MCK) | 1.31 | 16305 | 186.63 | 221.98 |
| Exactech (EXAC) | 1.31 | 113929 -2.00% | 26.74 | 21.90 |
| Whole Foods Market (WFMI) | 1.30 | 94306 | 32.02 | 0.00 |
| Kadant (KAI) | 1.30 | 58693 -5.00% | 51.51 | 46.38 |
| Amgen (AMGN) | 1.28 | 19559 +2.00% | 152.16 | 153.92 |
| Hain Celestial (HAIN) | 1.20 | 56278 | 49.75 | 60.12 |
| Becton, Dickinson and (BDX) | 1.16 | 15910 | 169.58 | 142.79 |
| Symantec Corporation (SYMC) | 1.14 | 129210 -14.00% | 20.54 | 23.79 |
| American Water Works (AWK) | 1.08 | 29906 -12.00% | 84.50 | 52.46 |
| Merck & Co (MRK) | 1.07 | 43087 | 57.60 | 56.20 |
| Utah Medical Products (UTMD) | 0.99 | 36736 | 62.99 | 58.46 |
| United Parcel Service (UPS) | 0.98 | 21273 +3.00% | 107.74 | 99.32 |
| Camden National Corporation (CAC) | 0.97 | 53904 | 42.00 | 37.14 |
| Hyster Yale Materials Handling | 0.88 | 34430 -4.00% | 59.48 | 0.00 |
| St. Jude Medical (STJ) | 0.86 | 25644 -12.00% | 77.99 | 66.17 |
| Microsoft Corporation (MSFT) | 0.83 | 37727 | 51.16 | 42.00 |
| Pfizer (PFE) | 0.78 | 51548 | 35.21 | 33.78 |
| Pepsi (PEP) | 0.78 | 17258 | 105.92 | 93.96 |
| Novo Nordisk A/S (NVO) | 0.77 | 33326 | 53.77 | 46.07 |
| Merchants Bancshares (MBVT) | 0.77 | 58517 +2.00% | 30.49 | 28.91 |
| Herman Miller (MLHR) | 0.74 | 57620 +2.00% | 29.89 | 27.53 |
| Hingham Institution for Savings (HIFS) | 0.74 | 14077 +12.00% | 122.90 | 99.00 |
| Texas Instruments Incorporated (TXN) | 0.72 | 26925 | 62.66 | 57.48 |
| Tennant Company (TNC) | 0.72 | 31340 | 53.86 | 63.86 |
| HCP (HCP) | 0.70 | 46300 -50.00% | 35.38 | 40.24 |
| International Business Machines (IBM) | 0.68 | 10448 | 151.80 | 158.25 |
| Stryker Corporation (SYK) | 0.68 | 13307 -8.00% | 119.86 | 90.61 |
| Patterson Companies (PDCO) | 0.68 | 32965 -26.00% | 47.90 | 48.45 |
| Middlesex Water Company (MSEX) | 0.63 | 33932 -35.00% | 43.38 | 21.95 |
| Alphabet Inc Class A cs | 0.60 | 2001 +5.00% | 703.65 | 0.00 |
| McDonald's Corporation (MCD) | 0.59 | 11491 | 120.36 | 96.21 |
| California Water Service (CWT) | 0.58 | 38630 | 34.92 | 24.04 |
| United Financial Ban | 0.56 | 101365 | 12.98 | 0.00 |
| CVS Caremark Corporation (CVS) | 0.55 | 13312 +242.00% | 95.70 | 101.90 |
| SYSCO Corporation (SYY) | 0.52 | 23848 | 50.74 | 38.41 |
| Wabtec Corporation (WAB) | 0.51 | 17077 | 70.21 | 91.75 |
| Aqua America (WTR) | 0.45 | 29096 | 35.68 | 25.80 |
| Home Depot (HD) | 0.43 | 7764 | 127.64 | 113.11 |
| Johnson Controls (JCI) | 0.43 | 22430 -2.00% | 44.27 | 48.46 |
| WGL Holdings (WGL) | 0.43 | 14195 -14.00% | 70.80 | 51.87 |
| Alphabet Inc Class C cs | 0.42 | 1403 -2.00% | 692.09 | 0.00 |
| PowerShares Glbl Clean Enrgy Port (PBD) | 0.39 | 85045 +2.00% | 10.63 | 12.19 |
| Sonoco Products Company (SON) | 0.38 | 18000 | 49.67 | 44.25 |
| General Electric Company (GE) | 0.37 | 27321 | 31.48 | 25.35 |
| First Solar (FSLR) | 0.36 | 17391 +351.00% | 48.47 | 60.28 |
| Sun Hydraulics Corporation (SNHY) | 0.35 | 27575 | 29.70 | 37.56 |
| Hubbell | 0.35 | 7704 | 105.53 | 0.00 |
| Thermo Fisher Scientific (TMO) | 0.34 | 5328 -2.00% | 147.71 | 127.98 |
| Shire (SHPGY) | 0.34 | 4302 NEW | 184.10 | 0.00 |
| CLARCOR (CLC) | 0.34 | 12894 -3.00% | 60.80 | 63.66 |
| AT&T; (T) | 0.33 | 17763 -2.00% | 43.24 | 32.70 |
| Charles Schwab Corporation (SCHW) | 0.32 | 29250 | 25.30 | 30.86 |
| Vanguard Total Stock Market ETF (VTI) | 0.30 | 6618 +41.00% | 107.13 | 106.32 |
| Wec Energy Group Inc Com stock | 0.26 | 9306 | 65.33 | 0.00 |
| Citrix Systems (CTXS) | 0.25 | 7400 -2.00% | 80.14 | 59.63 |
| SPDR S&P; 500 ETF (SPY) | 0.24 | 2637 +3.00% | 209.33 | 205.25 |
| EQT Corporation (EQT) | 0.24 | 7110 -7.00% | 77.50 | 75.80 |
| Exxon Mobil Corporation (XOM) | 0.23 | 5817 | 93.69 | 84.57 |
| Waters Corporation (WAT) | 0.23 | 3737 +5.00% | 140.75 | 119.56 |
| Colgate-Palmolive Company (CL) | 0.23 | 7388 | 73.23 | 68.17 |
| Chipotle Mexican Grill (CMG) | 0.23 | 1347 +5.00% | 403.12 | 665.38 |
| Quest Diagnostics Incorporated (DGX) | 0.23 | 6600 NEW | 81.36 | 70.85 |
| Express Scripts Holding | 0.21 | 6484 +8.00% | 75.72 | 0.00 |
| Walt Disney Company (DIS) | 0.20 | 4835 | 97.83 | 103.60 |
| Abbvie | 0.20 | 7700 | 61.95 | 0.00 |
| S&p Global | 0.19 | 4200 NEW | 107.14 | 0.00 |
| FedEx Corporation (FDX) | 0.17 | 2534 | 151.93 | 170.82 |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.17 | 3541 NEW | 112.96 | 106.48 |
| Ameres (AMRC) | 0.17 | 89680 +15.00% | 4.37 | 6.66 |
| Proshares Tr Short Russell2000 | 0.17 | 6900 +15.00% | 58.99 | 0.00 |
| AmeriGas Partners (APU) | 0.15 | 7525 | 46.64 | 47.34 |
| Worthington Industries (WOR) | 0.15 | 8200 | 42.32 | 25.15 |
| Pimco Etf Tr 0-5 high yield | 0.15 | 3500 | 96.86 | 0.00 |
| Walgreen Boots Alliance | 0.15 | 4250 | 83.29 | 0.00 |
| Chatham Lodging Trust (CLDT) | 0.14 | 15000 | 22.00 | 28.75 |
| Broad | 0.14 | 2100 | 155.24 | 0.00 |
| Abbott Laboratories (ABT) | 0.13 | 7848 | 39.37 | 46.40 |
| Intel Corporation (INTC) | 0.13 | 9421 -3.00% | 32.80 | 32.76 |
| NIKE (NKE) | 0.13 | 5600 | 55.18 | 96.37 |
| IDA (IDA) | 0.13 | 3600 | 81.39 | 59.75 |
| PNC Financial Services (PNC) | 0.12 | 3411 | 81.50 | 93.21 |
| Berkshire Hathaway (BRK.B) | 0.12 | 1987 | 144.94 | 0.00 |
| Coca-Cola Company (KO) | 0.12 | 6142 | 45.26 | 40.22 |
| Wells Fargo & Company (WFC) | 0.12 | 5854 -20.00% | 47.32 | 53.90 |
| Hershey Company (HSY) | 0.12 | 2500 -5.00% | 113.60 | 98.43 |
| Neogen Corporation (NEOG) | 0.12 | 5037 | 56.18 | 48.48 |
| CECO Environmental (CECE) | 0.12 | 33194 -8.00% | 8.74 | 11.92 |
| Wal-Mart Stores (WMT) | 0.10 | 3220 | 72.98 | 81.06 |
| Cerner Corporation (CERN) | 0.10 | 3900 | 58.72 | 69.83 |
| General Mills (GIS) | 0.10 | 3205 +6.00% | 71.45 | 51.55 |
| CIGNA Corporation (CI) | 0.09 | 1647 | 128.11 | 120.83 |
| Target Corporation (TGT) | 0.09 | 3140 | 69.75 | 77.89 |
| Tesla Motors (TSLA) | 0.09 | 1035 | 212.56 | 194.42 |
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.09 | 1639 NEW | 127.52 | 122.65 |
| JPMorgan Chase & Co. (JPM) | 0.08 | 2856 | 61.97 | 60.16 |
| U.S. Ban (USB) | 0.08 | 4880 | 40.37 | 43.76 |
| Dominion Resources (D) | 0.08 | 2338 | 77.84 | 69.17 |
| Travelers Companies (TRV) | 0.08 | 1535 +5.00% | 119.22 | 105.54 |
| Lowe's Companies (LOW) | 0.08 | 2385 | 79.25 | 73.15 |
| New York Community Ban (NYB) | 0.08 | 12125 | 15.01 | 0.00 |
| Badger Meter (BMI) | 0.08 | 2400 -23.00% | 72.92 | 56.21 |
| Church & Dwight (CHD) | 0.08 | 1902 | 103.05 | 83.20 |
| Tractor Supply Company (TSCO) | 0.07 | 1872 -5.00% | 91.35 | 85.18 |
| Cree (CREE) | 0.07 | 6500 +12.00% | 24.46 | 38.59 |
| National Grid (NGG) | 0.07 | 2080 | 74.52 | 63.76 |
| iShares Gold Trust (IAU) | 0.07 | 12000 NEW | 12.75 | 11.14 |
| American Express Company (AXP) | 0.06 | 2362 | 60.97 | 79.39 |
| Eli Lilly & Co. (LLY) | 0.06 | 1866 | 78.78 | 68.81 |
| Air Products & Chemicals (APD) | 0.06 | 955 -32.00% | 142.41 | 152.20 |
| Oracle Corporation (ORCL) | 0.06 | 3194 | 41.01 | 41.62 |
| Watts Water Technologies (WTS) | 0.06 | 2600 +8.00% | 58.08 | 52.83 |
| Vanguard Pacific ETF (VPL) | 0.06 | 2455 NEW | 55.80 | 59.67 |
| Bristol Myers Squibb (BMY) | 0.05 | 1700 | 73.53 | 66.08 |
| C.R. Bard (BCR) | 0.05 | 500 | 236.00 | 166.60 |
| E.I. du Pont de Nemours & Company (DD) | 0.05 | 1962 -91.00% | 64.73 | 79.13 |
| Royal Dutch Shell (RDS.A) | 0.05 | 2000 | 55.00 | 0.00 |
| Schlumberger (SLB) | 0.05 | 1416 | 79.10 | 81.67 |
| Discovery Communications (DISCA) | 0.05 | 4230 -22.00% | 25.30 | 32.39 |
| Applied Materials (AMAT) | 0.05 | 4950 +16.00% | 24.04 | 23.76 |
| MOCON (MOCO) | 0.05 | 7596 -39.00% | 14.22 | 16.44 |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.05 | 898 NEW | 139.20 | 126.45 |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.05 | 1230 NEW | 89.43 | 86.66 |
| Baxter International (BAX) | 0.04 | 1915 -5.00% | 45.43 | 67.92 |
| Chevron Corporation (CVX) | 0.04 | 800 | 105.00 | 102.86 |
| PPG Industries (PPG) | 0.04 | 800 | 103.75 | 225.60 |
| Altria (MO) | 0.04 | 1264 | 68.83 | 52.47 |
| Anadarko Petroleum Corporation (APC) | 0.04 | 1700 | 53.53 | 79.89 |
| GlaxoSmithKline (GSK) | 0.04 | 2360 -29.00% | 43.22 | 45.62 |
| Philip Morris International (PM) | 0.04 | 808 | 101.49 | 77.69 |
| VCA Antech (WOOF) | 0.04 | 1250 -25.00% | 68.00 | 52.20 |
| Donaldson Company (DCI) | 0.04 | 2400 | 34.17 | 37.30 |
| Yahoo! (YHOO) | 0.04 | 2450 | 37.55 | 42.61 |
| Vanguard Small-Cap Value ETF (VBR) | 0.04 | 809 -57.00% | 105.07 | 105.60 |
| Dreyfus Mun Bd Infrastructure Fd Inc Shs | 0.04 | 6000 | 14.33 | 0.00 |
| People's United Financial (PBCT) | 0.03 | 4794 | 14.60 | 14.88 |
| Caterpillar (CAT) | 0.03 | 784 +11.00% | 75.26 | 79.57 |
| Costco Wholesale Corporation (COST) | 0.03 | 428 | 156.54 | 148.30 |
| Adobe Systems Incorporated (ADBE) | 0.03 | 850 -10.00% | 95.29 | 76.64 |
| Eastman Chemical Company (EMN) | 0.03 | 990 | 67.68 | 71.40 |
| Nextera Energy | 0.03 | 460 | 130.43 | 0.00 |
| SPDR Gold Trust (GLD) | 0.03 | 550 +150.00% | 127.27 | 110.56 |
| Utilities SPDR (XLU) | 0.03 | 1200 | 52.50 | 43.18 |
| Invesco Quality Municipal Inc Trust (IQI) | 0.03 | 4500 | 13.78 | 12.46 |
| Cdk Global Inc equities | 0.03 | 1266 | 55.29 | 0.00 |
| Dentsply Sirona | 0.03 | 1000 | 62.00 | 0.00 |
| Hartford Financial Services (HIG) | 0.02 | 850 | 44.71 | 41.14 |
| MasterCard Incorporated (MA) | 0.02 | 509 | 88.41 | 87.52 |
| Canadian Natl Ry | 0.02 | 900 | 58.89 | 0.00 |
| Franklin Resources (BEN) | 0.02 | 1500 | 33.33 | 51.68 |
| T. Rowe Price (TROW) | 0.02 | 567 | 72.31 | 81.65 |
| AFLAC Incorporated (AFL) | 0.02 | 710 +16.00% | 71.83 | 61.39 |
| Nokia Corporation (NOK) | 0.02 | 6144 | 5.70 | 7.66 |
| Emerson Electric (EMR) | 0.02 | 995 -33.00% | 52.26 | 55.87 |
| Agrium | 0.02 | 500 | 90.00 | 0.00 |
| Horace Mann Educators Corporation (HMN) | 0.02 | 1155 | 33.77 | 32.77 |
| Praxair (PX) | 0.02 | 365 | 112.33 | 124.53 |
| Marriott International (MAR) | 0.02 | 606 | 66.01 | 81.60 |
| Dollar Tree (DLTR) | 0.02 | 600 | 95.00 | 80.00 |
| Brookline Ban (BRKL) | 0.02 | 3700 | 11.08 | 9.57 |
| Minerals Technologies (MTX) | 0.02 | 790 | 56.96 | 68.96 |
| Consolidated Communications Holdings (CNSL) | 0.02 | 1800 -35.00% | 27.22 | 20.83 |
| Middleby Corporation (MIDD) | 0.02 | 389 -9.00% | 115.68 | 106.86 |
| Energy Transfer Partners (ETP) | 0.02 | 1500 | 38.00 | 54.95 |
| Advisory Board Company (ABCO) | 0.02 | 1000 | 35.00 | 51.60 |
| American States Water Company (AWR) | 0.02 | 1200 | 44.17 | 38.80 |
| Ormat Technologies (ORA) | 0.02 | 1250 +78.00% | 44.00 | 34.71 |
| UDR (UDR) | 0.02 | 972 | 37.04 | 31.76 |
| Nuveen Div Adv Muni Fd 3 Ben Int (NZF) | 0.02 | 2380 | 15.97 | 13.87 |
| Interface | 0.02 | 2870 -4.00% | 15.33 | 0.00 |
| Pentair cs | 0.02 | 615 | 58.54 | 0.00 |
| Synchrony Financial | 0.02 | 1584 | 25.25 | 0.00 |
| Kraft Heinz | 0.02 | 433 | 87.76 | 0.00 |
| Proshares Tr short s&p 500 ne | 0.02 | 1250 NEW | 40.00 | 0.00 |
| Lincoln National Corporation (LNC) | 0.01 | 495 | 38.38 | 56.84 |
| Ameriprise Financial (AMP) | 0.01 | 200 | 90.00 | 131.20 |
| Cardinal Health (CAH) | 0.01 | 375 | 77.33 | 87.33 |
| Digital Realty Trust (DLR) | 0.01 | 150 | 106.67 | 64.33 |
| Hologic (HOLX) | 0.01 | 816 | 34.31 | 31.98 |
| Kimberly-Clark Corporation (KMB) | 0.01 | 196 +44.00% | 137.76 | 103.80 |
| Paychex (PAYX) | 0.01 | 500 | 60.00 | 48.92 |
| W.W. Grainger (GWW) | 0.01 | 135 | 229.63 | 230.01 |
| Nordstrom (JWN) | 0.01 | 410 | 39.02 | 79.23 |
| Cabot Corporation (CBT) | 0.01 | 362 | 46.96 | 43.85 |
| Newell Rubbermaid (NWL) | 0.01 | 517 NEW | 48.36 | 37.57 |
| Analog Devices (ADI) | 0.01 | 265 | 56.60 | 57.76 |
| Koninklijke Philips Electronics NV (PHG) | 0.01 | 835 +3.00% | 25.15 | 28.08 |
| Novartis AG (NVS) | 0.01 | 200 | 85.00 | 96.03 |
| eBay (EBAY) | 0.01 | 1058 | 23.63 | 59.78 |
| NCR Corporation (NCR) | 0.01 | 500 | 28.00 | 28.62 |
| United Technologies Corporation (UTX) | 0.01 | 250 | 104.00 | 118.52 |
| Weyerhaeuser Company (WY) | 0.01 | 800 | 30.00 | 33.37 |
| iShares Russell 1000 Value Index (IWD) | 0.01 | 173 NEW | 104.05 | 101.93 |
| QUALCOMM (QCOM) | 0.01 | 340 -23.00% | 52.94 | 71.27 |
| Biogen Idec (BIIB) | 0.01 | 49 -16.00% | 244.90 | 415.20 |
| Southern Company (SO) | 0.01 | 415 | 53.01 | 43.68 |
| Starbucks Corporation (SBUX) | 0.01 | 503 | 57.65 | 92.23 |
| Clorox Company (CLX) | 0.01 | 200 | 140.00 | 107.06 |
| East West Ban (EWBC) | 0.01 | 810 | 34.57 | 40.15 |
| PPL Corporation (PPL) | 0.01 | 800 | 37.50 | 31.37 |
| HDFC Bank (HDB) | 0.01 | 500 | 66.00 | 60.17 |
| Toyota Motor Corporation (TM) | 0.01 | 260 | 100.00 | 134.15 |
| Panera Bread Company (PNRA) | 0.01 | 155 | 212.90 | 157.74 |
| BT (BT) | 0.01 | 760 | 27.63 | 66.91 |
| Fresenius Medical Care AG & Co. (FMS) | 0.01 | 600 | 43.33 | 40.45 |
| iShares Russell 1000 Growth Index (IWF) | 0.01 | 276 NEW | 101.45 | 97.71 |
| SPDR S&P; MidCap 400 ETF (MDY) | 0.01 | 70 | 271.43 | 268.26 |
| WisdomTree India Earnings Fund (EPI) | 0.01 | 992 NEW | 20.16 | 23.12 |
| Barclays Bank Plc 8.125% Non C pfd | 0.01 | 1200 | 25.83 | 0.00 |
| iShares Barclays Agency Bond Fund (AGZ) | 0.01 | 280 +16.00% | 114.29 | 113.30 |
| WisdomTree Equity Income Fund (DHS) | 0.01 | 215 | 65.12 | 59.71 |
| Templeton Emerging Markets Income Fund (TEI) | 0.01 | 1500 | 10.67 | 11.08 |
| Nuveen Insd Dividend Advantage | 0.01 | 1615 | 16.10 | 0.00 |
| PIMCO Strategic Global Government Fund (RCS) | 0.01 | 2100 | 9.52 | 9.54 |
| WisdomTree Investments (WSDT) | 0.01 | 1412 | 9.92 | 0.00 |
| Union Bankshares (UNB) | 0.01 | 450 | 35.56 | 25.49 |
| Federal Agricultural Mortgage Corp cmn | 0.01 | 1000 | 27.00 | 0.00 |
| Mosaic | 0.01 | 650 NEW | 26.15 | 0.00 |
| Cbre Group Inc Cl A | 0.01 | 730 | 26.03 | 0.00 |
| Facebook Inc cl a | 0.01 | 230 | 113.04 | 0.00 |
| Eaton | 0.01 | 221 | 58.82 | 0.00 |
| Chemours | 0.01 | 3972 | 8.31 | 0.00 |
| Paypal Holdings | 0.01 | 815 | 36.81 | 0.00 |
| American Farmland | 0.01 | 2000 NEW | 6.00 | 0.00 |
| Chubb | 0.01 | 219 | 132.42 | 0.00 |
| Nuveen Barclays Shrt Term Muni bdfund | 0.01 | 405 NEW | 49.38 | 0.00 |
| BP (BP) | 0.00 | 250 | 36.00 | 38.44 |
| State Street Corporation (STT) | 0.00 | 200 | 55.00 | 72.30 |
| Bank of New York Mellon Corporation (BK) | 0.00 | 94 NEW | 42.55 | 39.44 |
| SLM Corporation (SLM) | 0.00 | 21 | 0.00 | 9.06 |
| Teva Pharmaceutical Industries (TEVA) | 0.00 | 200 NEW | 50.00 | 57.77 |
| Apache Corporation (APA) | 0.00 | 94 | 53.19 | 60.29 |
| Microchip Technology (MCHP) | 0.00 | 148 | 54.05 | 49.28 |
| Sherwin-Williams Company (SHW) | 0.00 | 37 -35.00% | 297.30 | 281.82 |
| V.F. Corporation (VFC) | 0.00 | 20 | 50.00 | 73.33 |
| Avery Dennison Corporation (AVY) | 0.00 | 17 | 58.82 | 51.65 |
| Kroger (KR) | 0.00 | 33 | 30.30 | 74.09 |
| Aetna (AET) | 0.00 | 60 | 116.67 | 100.76 |
| Maxim Integrated Products (MXIM) | 0.00 | 208 | 33.65 | 35.28 |
| Agilent Technologies Inc C ommon | 0.00 | 213 | 42.25 | 0.00 |
| Exelon Corporation (EXC) | 0.00 | 75 NEW | 40.00 | 31.85 |
| Kellogg Company (K) | 0.00 | 100 NEW | 80.00 | 62.16 |
| Dr Pepper Snapple (DPS) | 0.00 | 16 | 125.00 | 77.36 |
| Frontier Communications (FTR) | 0.00 | 24 NEW | 0.00 | 7.40 |
| Zimmer Holdings (ZMH) | 0.00 | 15 | 133.33 | 116.78 |
| Trex Company (TREX) | 0.00 | 0 | 0.00 | 50.21 |
| Amphenol Corporation (APH) | 0.00 | 200 NEW | 55.00 | 57.35 |
| Industrial SPDR (XLI) | 0.00 | 60 | 50.00 | 56.03 |
| Southwest Airlines (LUV) | 0.00 | 140 | 35.71 | 44.01 |
| Celgene Corporation (CELG) | 0.00 | 62 | 96.77 | 118.26 |
| Independent Bank (INDB) | 0.00 | 60 | 50.00 | 41.07 |
| EnerNOC (ENOC) | 0.00 | 150 | 6.67 | 11.28 |
| Senior Housing Properties Trust (SNH) | 0.00 | 50 | 20.00 | 21.25 |
| Rydex S&P; Equal Weight ETF (RSP) | 0.00 | 140 | 78.57 | 79.77 |
| Financial Select Sector SPDR (XLF) | 0.00 | 389 NEW | 23.14 | 23.97 |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.00 | 52 | 173.08 | 176.97 |
| Vanguard Europe Pacific ETF (VEA) | 0.00 | 145 | 34.48 | 39.04 |
| PowerShares WilderHill Clean Energy (PBW) | 0.00 | 300 NEW | 3.33 | 5.44 |
| iShares Dow Jones Select Dividend (DVY) | 0.00 | 90 | 88.89 | 76.58 |
| iShares S&P; SmallCap 600 Index (IJR) | 0.00 | 8 NEW | 125.00 | 113.70 |
| iShares Russell Midcap Growth Idx. (IWP) | 0.00 | 115 | 95.65 | 95.82 |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) | 0.00 | 35 | 114.29 | 105.16 |
| iShares FTSE KLD Select Scil Idx Fd (KLD) | 0.00 | 100 | 90.00 | 84.78 |
| PowerShares Build America Bond Portfolio (BAB) | 0.00 | 100 | 30.00 | 29.90 |
| Vanguard REIT ETF (VNQ) | 0.00 | 50 | 80.00 | 80.84 |
| Jp Morgan Alerian Mlp Index | 0.00 | 95 | 31.58 | 0.00 |
| SPDR EURO STOXX 50 ETF (FEZ) | 0.00 | 125 | 32.00 | 37.56 |
| Putnam High Income Securities Fund (PCF) | 0.00 | 750 | 8.00 | 8.12 |
| WisdomTree Europe SmallCap Div Fd (DFE) | 0.00 | 140 | 50.00 | 54.23 |
| PowerShares Cleantech Portfolio (PZD) | 0.00 | 116 | 25.86 | 29.60 |
| Powershares Senior Loan Portfo mf | 0.00 | 290 | 24.14 | 0.00 |
| First Trust Cloud Computing Et | 0.00 | 0 | 0.00 | 0.00 |
| Babson Cap Corporate Invs | 0.00 | 346 | 17.34 | 0.00 |
| Solarcity | 0.00 | 0 | 0.00 | 0.00 |
| Navient Corporation equity | 0.00 | 21 | 0.00 | 0.00 |
| Halyard Health | 0.00 | 7 NEW | 0.00 | 0.00 |
| Medtronic | 0.00 | 100 NEW | 90.00 | 0.00 |
| American Superconductor | 0.00 | 7 | 0.00 | 0.00 |
| Nanosphere | 0.00 | 600 | 1.67 | 0.00 |
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Past 13F-HR SEC Filings for Clean Yield
- Clean Yield 2016 Q1 filed April 15, 2016
- Clean Yield 2015 Q4 filed Jan. 27, 2016
- Clean Yield 2015 Q3 filed Oct. 29, 2015
- Clean Yield 2015 Q2 filed July 31, 2015
- Clean Yield 2015 Q1 filed April 24, 2015
- Clean Yield 2014 Q4 filed Jan. 29, 2015
- Clean Yield 2014 Q3 filed Oct. 27, 2014
- Clean Yield 2014 Q2 filed July 21, 2014
- Clean Yield 2014 Q1 filed April 24, 2014
- Clean Yield 2013 Q4 filed Jan. 31, 2014
- Clean Yield 2013 Q2 filed Oct. 24, 2013
- Clean Yield 2013 Q3 filed Oct. 24, 2013
- Clean Yield 2013 Q1 filed April 9, 2013
- Clean Yield 2012 Q4 filed Jan. 25, 2013
- Clean Yield 2012 Q3 filed Oct. 25, 2012
- Clean Yield 2012 Q2 filed July 24, 2012
- Clean Yield 2012 Q1 filed May 17, 2012
- Clean Yield 2011 Q4 filed Jan. 30, 2012
- Clean Yield 2011 Q3 filed Nov. 22, 2011