CYG
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Clean Yield Group’s Donaldson DCI Stock Holding History

Clean Yield Group’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,200
Closed -$61K – 343
2019
Q1 		$60K Hold
1,200
– – 0.02% 178
2018
Q4 		$52K Buy
+1,200
New +$62K 0.02% 184
2017
Q2 		– Sell
-2,400
Closed -$109K – 170
2017
Q1 		$109K Buy
+2,400
New +$104K 0.05% 148
2016
Q4 		– Sell
-2,400
Closed -$90K – 168
2016
Q3 		$90K Hold
2,400
– – 0.04% 153
2016
Q2 		$82K Hold
2,400
– – 0.04% 159
2016
Q1 		$77K Buy
+2,400
New +$70.5K 0.03% 156
2015
Q2 		– Sell
-2,400
Closed -$91K – 158
2015
Q1 		$91K Buy
+2,400
New +$89.9K 0.04% 152

Other funds holding DCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return