CTA
STT.PRE.CL

Chesley Taft & Associates’s State Street Corporation Depository Shares, each representing a 1/4,000th ownership interest in a sh STT.PRE.CL Stock Holding History

Chesley Taft & Associates’s Portfolio STT.PRE.CL Stock Details STT.PRE.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-10,660
Closed -$282K – 292
2017
Q4 		$282K Hold
10,660
– – 0.02% 258
2017
Q3 		$284K Hold
10,660
– – 0.02% 255
2017
Q2 		$285K Buy
+10,660
New +$285K 0.03% 251

Other funds holding STT.PRE.CL

FBB
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RIG
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $6.77B AUM 27.42% 1-Year Est. Return
ARMC
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PT
Plimoth Trust Plymouth, Massachusetts $447M AUM 24.12% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return