Clean Yield Group Diversified Active

CIK: 0001525865 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Oct 27, 2014

Total Value ($000): $208,218 (100.0% shares, 0.0% debt)

Holdings (123)

AAPL Apple Inc 3.9%
Value ($000) $8,029 Shares 79,689 Est. Cost $17.96 Unrealized +20.4%
JNJ Johnson & Johnson 3.2%
Value ($000) $6,635 Shares 62,252 Est. Cost $63.09 Unrealized +19.8%
Du Pont E I de Nemours & Co 3.1%
Value ($000) $6,511 Shares 90,732 Est. Cost $67.55 Unrealized
AGL Resources Inc 2.6%
Value ($000) $5,383 Shares 104,846 Est. Cost $42.86 Unrealized
ADP Automatic Data Processing Inc 2.5%
Value ($000) $5,185 Shares 62,413 Est. Cost $45.09 Unrealized +24.8%
WLY Wiley John & Sons Inc Cl A 2.5%
Value ($000) $5,144 Shares 91,677 Est. Cost $27.09 Unrealized +57.3%
MKC McCormick & Co Inc Non Vtg 2.5%
Value ($000) $5,131 Shares 76,701 Est. Cost $28.19 Unrealized -1.8%
BAX Baxter Intl Inc 2.2%
Value ($000) $4,546 Shares 63,344 Est. Cost $30.83 Unrealized +8.5%
Cisco Systems Inc 2.2%
Value ($000) $4,541 Shares 180,403 Est. Cost $24.17 Unrealized
HAIN Hain Celestial Group Inc 2.1%
Value ($000) $4,434 Shares 43,318 Est. Cost $32.22 Unrealized +44.4%
EMR Emerson Electric Co 2.1%
Value ($000) $4,379 Shares 69,974 Est. Cost $42.88 Unrealized +11.4%
Sun Hydraulics Corp 2.0%
Value ($000) $4,151 Shares 110,418 Est. Cost $31.28 Unrealized
ITW Illinois Tool Works Inc 2.0%
Value ($000) $4,133 Shares 48,955 Est. Cost $50.28 Unrealized +31.6%
Telus Corp 2.0%
Value ($000) $4,113 Shares 120,319 Est. Cost $34.54 Unrealized
Connecticut Wtr Svc Inc 1.9%
Value ($000) $3,886 Shares 119,561 Est. Cost $31.48 Unrealized
INTU Intuit 1.8%
Value ($000) $3,739 Shares 42,659 Est. Cost $54.64 Unrealized +38.6%
SJM Smucker J M Co 1.8%
Value ($000) $3,690 Shares 37,277 Est. Cost $70.70 Unrealized +3.9%
PG Procter & Gamble Co 1.8%
Value ($000) $3,662 Shares 43,725 Est. Cost $55.59 Unrealized +7.5%
Keurig Green Mountain Inc 1.6%
Value ($000) $3,273 Shares 25,148 Est. Cost $105.60 Unrealized
3M Co 1.6%
Value ($000) $3,273 Shares 23,101 Est. Cost $121.06 Unrealized
EMC Corp MA 1.5%
Value ($000) $3,218 Shares 109,964 Est. Cost $25.54 Unrealized
Verizon Communications Inc 1.5%
Value ($000) $3,066 Shares 61,326 Est. Cost $50.30 Unrealized
EXPD Expeditors Intl Wash Inc 1.4%
Value ($000) $3,016 Shares 74,326 Est. Cost $32.75 Unrealized +12.2%
UNFI United Natural Foods Inc 1.4%
Value ($000) $3,010 Shares 48,971 Est. Cost $51.91 Unrealized +21.0%
TRN Trinity Industries Inc 1.4%
Value ($000) $2,918 Shares 62,460 Est. Cost $15.62 Unrealized +51.0%
TNC Tennant Co 1.4%
Value ($000) $2,881 Shares 42,940 Est. Cost $41.34 Unrealized +49.4%
Kadant Inc 1.3%
Value ($000) $2,621 Shares 67,115 Est. Cost $31.75 Unrealized
Liberty Property Trust 1.2%
Value ($000) $2,584 Shares 77,683 Est. Cost $35.58 Unrealized
AWK American Water Works Co Inc 1.2%
Value ($000) $2,577 Shares 53,424 Est. Cost $34.58 Unrealized +12.7%
Patterson Companies Inc 1.2%
Value ($000) $2,546 Shares 61,460 Est. Cost $37.60 Unrealized
BDX Becton Dickinson & Co 1.2%
Value ($000) $2,496 Shares 21,933 Est. Cost $78.45 Unrealized +22.0%
Merck & Co Inc 1.2%
Value ($000) $2,492 Shares 42,045 Est. Cost $46.44 Unrealized
GPC Genuine Parts Co 1.1%
Value ($000) $2,386 Shares 27,208 Est. Cost $56.62 Unrealized +10.6%
BHB Bar Harbor Bankshares 1.1%
Value ($000) $2,327 Shares 80,435 Est. Cost $11.77 Unrealized +5.2%
WAB Wabtec Corp 1.1%
Value ($000) $2,278 Shares 28,109 Est. Cost $49.35 Unrealized +57.1%
MLKN Miller Herman Inc 1.0%
Value ($000) $2,154 Shares 72,157 Est. Cost $21.17 Unrealized +8.0%
AMGN Amgen Inc 1.0%
Value ($000) $2,115 Shares 15,058 Est. Cost $75.61 Unrealized +25.0%
NVO Novo-Nordisk AS ADR 1.0%
Value ($000) $2,093 Shares 43,960 Est. Cost $68.91 Unrealized
United Therapeutics Corp 0.9%
Value ($000) $1,907 Shares 14,826 Est. Cost $93.40 Unrealized
Citrix Systems Inc 0.9%
Value ($000) $1,902 Shares 26,668 Est. Cost $62.03 Unrealized
PEP PepsiCo Inc 0.9%
Value ($000) $1,866 Shares 20,040 Est. Cost $56.65 Unrealized +14.5%
Aqua America Inc 0.9%
Value ($000) $1,859 Shares 78,988 Est. Cost $30.14 Unrealized
SYK Stryker Corp 0.9%
Value ($000) $1,831 Shares 22,669 Est. Cost $56.92 Unrealized +26.4%
UPS United Parcel Service Inc Cl B 0.9%
Value ($000) $1,826 Shares 18,577 Est. Cost $61.46 Unrealized +7.9%
AmeriGas Partners LP 0.8%
Value ($000) $1,744 Shares 38,231 Est. Cost $49.24 Unrealized
EQT Corp 0.8%
Value ($000) $1,676 Shares 18,306 Est. Cost $79.36 Unrealized
Merchants Bancshares 0.8%
Value ($000) $1,674 Shares 59,392 Est. Cost $33.33 Unrealized
Whole Foods Mkt Inc 0.8%
Value ($000) $1,674 Shares 43,919 Est. Cost $51.03 Unrealized
Clarcor Inc 0.8%
Value ($000) $1,672 Shares 26,499 Est. Cost $52.22 Unrealized
Johnson Controls Inc 0.8%
Value ($000) $1,617 Shares 36,740 Est. Cost $36.45 Unrealized
MSFT Microsoft Corp 0.7%
Value ($000) $1,546 Shares 33,341 Est. Cost $27.51 Unrealized +36.9%
IBM International Business Machine 0.7%
Value ($000) $1,532 Shares 8,071 Est. Cost $118.94 Unrealized -3.9%
PFE Pfizer Inc 0.7%
Value ($000) $1,514 Shares 51,191 Est. Cost $16.49 Unrealized +5.8%
CAC Camden Natl Corp 0.7%
Value ($000) $1,468 Shares 41,931 Est. Cost $15.41 Unrealized +5.7%
SCHW Schwab Charles Corp 0.7%
Value ($000) $1,462 Shares 49,739 Est. Cost $15.92 Unrealized +55.2%
BMI Badger Meter Inc 0.7%
Value ($000) $1,460 Shares 28,940 Est. Cost $20.08 Unrealized +14.2%
Peoples United Financial Inc 0.7%
Value ($000) $1,383 Shares 95,589 Est. Cost $14.90 Unrealized
TXN Texas Instruments Inc 0.7%
Value ($000) $1,364 Shares 28,600 Est. Cost $31.84 Unrealized +10.4%
Medtronic Inc 0.6%
Value ($000) $1,314 Shares 21,211 Est. Cost $51.48 Unrealized
CECO CECO Environmental Corp 0.6%
Value ($000) $1,180 Shares 88,076 Est. Cost $11.80 Unrealized +10.1%
Hubbell Inc Cl B 0.5%
Value ($000) $1,129 Shares 9,365 Est. Cost $99.00 Unrealized
MCD McDonalds Corp 0.5%
Value ($000) $1,123 Shares 11,844 Est. Cost $71.88 Unrealized -0.9%
TMO Thermo Fisher Scientific Inc 0.5%
Value ($000) $1,070 Shares 8,793 Est. Cost $79.93 Unrealized +46.8%
SYY Sysco Corp 0.5%
Value ($000) $1,042 Shares 27,468 Est. Cost $24.40 Unrealized +13.0%
Brookline Bancorp Inc 0.5%
Value ($000) $1,025 Shares 119,900 Est. Cost $9.46 Unrealized
Google Inc Cl A 0.5%
Value ($000) $1,024 Shares 1,740 Est. Cost $880.11 Unrealized
CMG Chipotle Mexican Grill Inc Cl 0.5%
Value ($000) $991 Shares 1,486 Est. Cost $7.17 Unrealized +82.7%
Express Scripts Holding Co 0.5%
Value ($000) $986 Shares 13,957 Est. Cost $61.84 Unrealized
Google Inc CL C 0.5%
Value ($000) $954 Shares 1,653 Est. Cost $575.15 Unrealized
ExacTech Inc 0.4%
Value ($000) $934 Shares 40,803 Est. Cost $21.38 Unrealized
HD Home Depot Inc 0.4%
Value ($000) $916 Shares 9,984 Est. Cost $57.57 Unrealized +14.2%
Exxon Mobil Corp 0.4%
Value ($000) $914 Shares 9,718 Est. Cost $91.81 Unrealized
WGL Holdings Inc 0.4%
Value ($000) $908 Shares 21,565 Est. Cost $42.68 Unrealized
PowerShares Global ETF Trust G 0.4%
Value ($000) $892 Shares 69,177 Est. Cost $10.55 Unrealized
General Electric Co 0.4%
Value ($000) $807 Shares 31,504 Est. Cost $25.11 Unrealized
Advent Software Inc 0.4%
Value ($000) $777 Shares 24,610 Est. Cost $33.79 Unrealized
Discovery Communications Ser A 0.4%
Value ($000) $760 Shares 20,100 Est. Cost $79.04 Unrealized
Discovery Communications Ser C 0.4%
Value ($000) $735 Shares 19,720 Est. Cost $37.27 Unrealized
CWT California Wtr Svc Group 0.3%
Value ($000) $715 Shares 31,850 Est. Cost $15.61 Unrealized +18.4%
AT&T Inc 0.3%
Value ($000) $641 Shares 18,190 Est. Cost $35.37 Unrealized
McGraw Hill Cos Inc 0.3%
Value ($000) $587 Shares 6,953 Est. Cost $53.20 Unrealized
Integrys Energy Group Inc 0.3%
Value ($000) $535 Shares 8,250 Est. Cost $58.55 Unrealized
Abbvie Inc 0.3%
Value ($000) $534 Shares 9,248 Est. Cost $42.20 Unrealized
St Jude Med Inc 0.3%
Value ($000) $533 Shares 8,868 Est. Cost $45.92 Unrealized
DIS Disney Walt Co Disney 0.2%
Value ($000) $505 Shares 5,674 Est. Cost $56.11 Unrealized +41.3%
SPDR S&P 500 Index ETF 0.2%
Value ($000) $501 Shares 2,544 Est. Cost $160.38 Unrealized
Mocon Inc 0.2%
Value ($000) $482 Shares 32,356 Est. Cost $13.54 Unrealized
FedEx Corp 0.2%
Value ($000) $446 Shares 2,764 Est. Cost $98.92 Unrealized
AMAT Applied Materials Inc 0.2%
Value ($000) $444 Shares 20,536 Est. Cost $12.31 Unrealized +55.7%
NEOG Neogen Corp 0.2%
Value ($000) $443 Shares 11,212 Est. Cost $14.08 Unrealized +12.1%
WAT Waters Corp 0.2%
Value ($000) $436 Shares 4,400 Est. Cost $95.76 Unrealized +7.7%
UTMD Utah Med Prods Inc 0.2%
Value ($000) $416 Shares 8,531 Est. Cost $51.34 Unrealized -1.1%
WFC Wells Fargo & Co 0.2%
Value ($000) $407 Shares 7,854 Est. Cost $29.77 Unrealized +25.7%
ABT Abbott Laboratories 0.2%
Value ($000) $385 Shares 9,248 Est. Cost $28.99 Unrealized +17.7%
INTC Intel Corp 0.2%
Value ($000) $374 Shares 10,742 Est. Cost $20.69 Unrealized +24.5%
Walgreen Co 0.2%
Value ($000) $365 Shares 6,150 Est. Cost $44.18 Unrealized
AXP American Express Co 0.2%
Value ($000) $362 Shares 4,135 Est. Cost $63.68 Unrealized +20.1%
WOR Worthington Industries Inc 0.2%
Value ($000) $357 Shares 9,600 Est. Cost $20.24 Unrealized +22.9%
Cree Inc 0.2%
Value ($000) $340 Shares 8,294 Est. Cost $63.56 Unrealized
FPURX Fidelity Puritan Fund 0.2%
Value ($000) $326 Shares 14,406 Est. Cost $20.61 Unrealized
CNI Canadian National Railway Co 0.1%
Value ($000) $309 Shares 4,348 Est. Cost $41.86 Unrealized +34.9%
JPMorgan Chase & Co 0.1%
Value ($000) $285 Shares 4,736 Est. Cost $58.30 Unrealized
IDA IDACORP Inc 0.1%
Value ($000) $279 Shares 5,200 Est. Cost $48.08 Unrealized +14.5%
PNC PNC Financial Services Group I 0.1%
Value ($000) $270 Shares 3,158 Est. Cost $47.99 Unrealized +24.7%
TSCO Tractor Supply Co 0.1%
Value ($000) $269 Shares 4,367 Est. Cost $9.99 Unrealized +6.1%
SPH Suburban Propane Partners LP 0.1%
Value ($000) $265 Shares 5,950 Est. Cost $46.45 Unrealized
BRK/B Berkshire Hathaway Inc Cl B 0.1%
Value ($000) $261 Shares 1,887 Est. Cost $126.57 Unrealized +5.2%
Professionally Managed Portfol 0.1%
Value ($000) $259 Shares 6,442 Est. Cost $38.56 Unrealized
Ameresco Inc Cl A 0.1%
Value ($000) $258 Shares 37,695 Est. Cost $9.06 Unrealized
Consolidated Comm Holdings Inc 0.1%
Value ($000) $244 Shares 9,725 Est. Cost $17.42 Unrealized
GlaxoSmithKline PLC Sp ADR 0.1%
Value ($000) $241 Shares 5,243 Est. Cost $49.97 Unrealized
HSY Hershey Co 0.1%
Value ($000) $239 Shares 2,500 Est. Cost $65.69 Unrealized +7.5%
Cerner Corp 0.1%
Value ($000) $232 Shares 3,900 Est. Cost $51.54 Unrealized
GT Advanced Technologies Inc 0.1%
Value ($000) $227 Shares 20,940 Est. Cost $4.15 Unrealized
USB US Bancorp Del 0.1%
Value ($000) $225 Shares 5,380 Est. Cost $27.41 Unrealized +3.7%
Dominion Resources Inc VA 0.1%
Value ($000) $219 Shares 3,163 Est. Cost $71.45 Unrealized
CL Colgate Palmolive Co 0.1%
Value ($000) $214 Shares 3,280 Est. Cost $51.23 Unrealized -1.1%
GIS General Mills Inc 0.1%
Value ($000) $214 Shares 4,248 Est. Cost $31.98 Unrealized +10.9%
NKE Nike Inc Cl B 0.1%
Value ($000) $211 Shares 2,360 Est. Cost $34.38 Unrealized 0.0%
New York Community Bancorp Inc 0.1%
Value ($000) $192 Shares 12,125 Est. Cost $14.02 Unrealized
DOMIX Domini Social Inv Tr Intl SC E 0.0%
Value ($000) $86 Shares 10,785 Est. Cost $8.16 Unrealized
Nanosphere Inc 0.0%
Value ($000) $7 Shares 12,000 Est. Cost $0.58 Unrealized
Medizone Intl Inc 0.0%
Value ($000) $4 Shares 23,650 Est. Cost $0.13 Unrealized