CLEAN YIELD GROUP Overview
Clean Yield Group is an investment advisor that manages 291 MM dollars in regulatory AUM and has 7 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to 03/31/20. The fund's latest filing disclosed 179MM in positions, representing 61% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 03/31/20. The fund's latest filing disclosed 179MM in positions, representing 61% of the manager's regulatory AUM.
CLEAN YIELD GROUP StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
CLEAN YIELD GROUP Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CNBKA | 3.86% | Financials | 23.43% | 0.49% | 6 | 1% | ||
| AAPL | 3.34% | Tech | 27.5% | 0.12% | 0 | 43% | ||
|
Get the Full Report |
||||||||
FEATURED IN
CLEAN YIELD GROUP Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Dorigen R. Hofmann | Vice President, Chief Compliance Officer | October-2012 |
| Elizabeth D. Glenshaw | President & Treasurer | October-2014 |
| Eric M. Becker | Secretary | October-2012 |
CLEAN YIELD GROUP Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CLEAN YIELD GROUP Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss ............................................................... 8
Methods of Analysis & Investment Strategy ............................................................................................ 8
Risk of Loss ................................................................................................................................................ 9
...
Get the Full Report
Methods of Analysis & Investment Strategy ............................................................................................ 8
Risk of Loss ................................................................................................................................................ 9
...
Get the Full Report
CLEAN YIELD GROUP Portfolio Concentration
CLEAN YIELD GROUP Location
16 BEAVER MEADOW RD.
NORWICH, Vermont
UNITED STATES, 05055
NORWICH, Vermont
UNITED STATES, 05055
CLEAN YIELD GROUP Contact Information
Phone Number: 802-526-2525
Fax Number: 802-526-2528
Website: http://www.cleanyield.com
Fax Number: 802-526-2528
Website: http://www.cleanyield.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
