$177 Million is the total value of INVESTMENT PARTNERS, LTD.'s 175 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 69.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JPM | Buy | JPMORGAN CHASE & CO | $5,202,000 | +398.3% | 78,127 | +365.1% | 2.94% | +183.2% |
| IR | New | INGERSOLL-RAND PLC | $4,144,000 | – | 60,989 | +100.0% | 2.35% | – |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $3,761,000 | +21.0% | 76,766 | +29.6% | 2.13% | -31.2% |
| XOM | Buy | EXXON MOBIL CORP | $3,586,000 | +198.1% | 41,085 | +220.2% | 2.03% | +69.4% |
| GE | Buy | GENERAL ELECTRIC CO | $3,466,000 | +158.7% | 117,012 | +174.9% | 1.96% | +47.0% |
| IGIB | Buy | ISHARES TRinterm cr bd etf | $3,414,000 | +4.0% | 30,658 | +3.9% | 1.93% | -40.9% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $3,378,000 | +91.5% | 64,992 | +105.8% | 1.91% | +8.8% |
| AAPL | Buy | APPLE INC | $3,365,000 | +500.9% | 29,767 | +407.8% | 1.90% | +241.4% |
| T | Buy | AT&T INC | $3,354,000 | +224.4% | 82,582 | +245.2% | 1.90% | +84.4% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $3,280,000 | -5.4% | 15,078 | -8.4% | 1.86% | -46.2% |
| SDY | Buy | SPDR SERIES TRUSTs&p divid etf | $3,260,000 | +17.2% | 38,646 | +16.6% | 1.85% | -33.4% |
| AEP | Buy | AMERICAN ELEC PWR INC | $3,248,000 | +122.9% | 50,579 | +143.3% | 1.84% | +26.7% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $3,186,000 | +8.8% | 30,413 | +1.1% | 1.80% | -38.1% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $2,959,000 | +2.6% | 19,127 | -0.9% | 1.68% | -41.7% |
| MSFT | Buy | MICROSOFT CORP | $2,941,000 | +80.2% | 51,061 | +60.1% | 1.66% | +2.4% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,899,000 | +40.0% | 24,541 | +43.8% | 1.64% | -20.5% |
| EFA | Buy | ISHARES TRmsci eafe etf | $2,622,000 | +10.4% | 44,350 | +4.2% | 1.48% | -37.3% |
| PFE | Buy | PFIZER INC | $2,603,000 | +152.5% | 76,859 | +162.5% | 1.47% | +43.5% |
| BMY | Buy | BRISTOL MYERS SQUIBB CO | $2,604,000 | +68.7% | 48,299 | +130.1% | 1.47% | -4.2% |
| VNQ | Sell | VANGUARD INDEX FDSreit etf | $2,593,000 | -7.1% | 29,896 | -5.0% | 1.47% | -47.2% |
| PG | Buy | PROCTER AND GAMBLE CO | $2,473,000 | +85.4% | 27,557 | +75.0% | 1.40% | +5.3% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $2,252,000 | +15.0% | 177,455 | +15.2% | 1.28% | -34.7% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $2,149,000 | +25.9% | 57,454 | +19.0% | 1.22% | -28.5% |
| KO | Buy | COCA COLA CO | $2,128,000 | +40.8% | 50,291 | +50.9% | 1.20% | -19.9% |
| PSK | Buy | SPDR SERIES TRUSTwells fg pfd etf | $2,117,000 | +5.1% | 46,540 | +6.5% | 1.20% | -40.3% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $2,092,000 | +20.9% | 19,810 | +18.2% | 1.18% | -31.3% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $2,027,000 | +9.3% | 26,398 | +5.8% | 1.15% | -37.8% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $2,010,000 | +16.7% | 19,300 | +12.4% | 1.14% | -33.7% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $1,980,000 | +1536.4% | 200,785 | +1379.4% | 1.12% | +826.4% |
| MRK | Buy | MERCK & CO INC | $1,955,000 | +92.2% | 31,322 | +77.5% | 1.11% | +9.3% |
| CVX | Buy | CHEVRON CORP NEW | $1,943,000 | +174.4% | 18,878 | +179.6% | 1.10% | +56.0% |
| DIS | Buy | DISNEY WALT CO | $1,884,000 | +36.1% | 20,288 | +43.4% | 1.07% | -22.6% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $1,861,000 | +169.7% | 11,713 | +157.8% | 1.05% | +53.4% |
| PEP | Buy | PEPSICO INC | $1,814,000 | +213.8% | 16,679 | +205.8% | 1.03% | +78.3% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $1,799,000 | +101.0% | 8,319 | +94.7% | 1.02% | +14.1% |
| HD | Buy | HOME DEPOT INC | $1,713,000 | +40.9% | 13,314 | +39.8% | 0.97% | -19.9% |
| BA | Buy | BOEING CO | $1,630,000 | +74.3% | 12,371 | +71.9% | 0.92% | -0.9% |
| IVE | Buy | ISHARES TRs&p 500 val etf | $1,627,000 | +12.8% | 17,136 | +10.4% | 0.92% | -35.9% |
| IEMG | ISHARES INCcore msci emkt | $1,624,000 | +9.0% | 35,600 | 0.0% | 0.92% | -38.1% | |
| DOW | Buy | DOW CHEM CO | $1,610,000 | +127.1% | 31,069 | +118.0% | 0.91% | +29.0% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,568,000 | +14.8% | 12,887 | +10.0% | 0.89% | -34.8% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $1,390,000 | +34.2% | 9,333 | +23.6% | 0.79% | -23.7% |
| ALLE | New | ALLEGION PUB LTD CO | $1,389,000 | – | 20,156 | +100.0% | 0.79% | – |
| SJM | Buy | SMUCKER J M CO | $1,320,000 | +70.3% | 9,737 | +91.4% | 0.75% | -3.2% |
| DD | Buy | DU PONT E I DE NEMOURS & CO | $1,262,000 | +80.3% | 18,845 | +74.4% | 0.71% | +2.4% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $1,259,000 | +38.7% | 14,279 | +44.5% | 0.71% | -21.2% |
| PDP | Sell | POWERSHARES ETF TRUSTdwa momentum ptf | $1,253,000 | -11.5% | 29,538 | -12.2% | 0.71% | -49.8% |
| V | Buy | VISA INC | $1,244,000 | +17.8% | 15,040 | +5.6% | 0.70% | -33.1% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,227,000 | +11.5% | 32,597 | +4.4% | 0.70% | -36.6% |
| FMNB | Buy | FARMERS NATL BANC CORP | $1,201,000 | +35.6% | 111,427 | +10.7% | 0.68% | -23.0% |
| ORCL | Buy | ORACLE CORP | $1,197,000 | +50.4% | 30,467 | +56.7% | 0.68% | -14.5% |
| DBA | POWERSHS DB MULTI SECT COMMps db agricul fd | $1,158,000 | -9.5% | 57,950 | 0.0% | 0.66% | -48.5% | |
| IWP | Buy | ISHARES TRrus md cp gr etf | $1,092,000 | +23.8% | 11,210 | +19.0% | 0.62% | -29.7% |
| INTC | Buy | INTEL CORP | $1,083,000 | +60.9% | 28,685 | +39.8% | 0.61% | -8.5% |
| LMT | Buy | LOCKHEED MARTIN CORP | $1,060,000 | +37.3% | 4,422 | +42.2% | 0.60% | -22.0% |
| HDV | Buy | ISHARES TRcore high dv etf | $1,041,000 | +10.0% | 12,811 | +11.2% | 0.59% | -37.5% |
| WMT | Buy | WAL-MART STORES INC | $1,037,000 | +60.0% | 14,382 | +62.1% | 0.59% | -9.1% |
| CAT | Buy | CATERPILLAR INC DEL | $1,022,000 | +81.5% | 11,517 | +55.0% | 0.58% | +3.2% |
| IYE | ISHARES TRu.s. energy etf | $1,008,000 | +1.6% | 25,850 | 0.0% | 0.57% | -42.2% | |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $987,000 | +33.2% | 6,835 | +33.5% | 0.56% | -24.3% |
| SPLV | Buy | POWERSHARES ETF TR IIs&p500 low vol | $983,000 | +1.8% | 23,682 | +4.9% | 0.56% | -42.2% |
| D | New | DOMINION RES INC VA NEW | $955,000 | – | 12,862 | +100.0% | 0.54% | – |
| LLY | Buy | LILLY ELI & CO | $947,000 | +58.6% | 11,796 | +55.5% | 0.54% | -9.9% |
| ABBV | New | ABBVIE INC | $944,000 | – | 14,965 | +100.0% | 0.53% | – |
| CSCO | Buy | CISCO SYS INC | $924,000 | +48.3% | 29,134 | +34.2% | 0.52% | -15.8% |
| RWO | Buy | SPDR INDEX SHS FDSdj glb rl es etf | $912,000 | -0.3% | 18,313 | +0.8% | 0.52% | -43.4% |
| ALL | Buy | ALLSTATE CORP | $902,000 | +65.5% | 13,039 | +67.4% | 0.51% | -5.9% |
| IGSB | Buy | ISHARES TR1-3 yr cr bd etf | $901,000 | +23.8% | 8,517 | +24.1% | 0.51% | -29.7% |
| WOR | Buy | WORTHINGTON INDS INC | $896,000 | +126.3% | 18,654 | +99.1% | 0.51% | +28.7% |
| CL | New | COLGATE PALMOLIVE CO | $876,000 | – | 11,809 | +100.0% | 0.50% | – |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $812,000 | -1.8% | 8,624 | +5.8% | 0.46% | -44.2% |
| SLV | Buy | ISHARES SILVER TRUSTishares | $808,000 | +7.9% | 44,372 | +5.8% | 0.46% | -38.7% |
| DUK | Buy | DUKE ENERGY CORP NEW | $773,000 | +228.9% | 9,652 | +252.1% | 0.44% | +87.2% |
| PEBO | Buy | PEOPLES BANCORP INC | $770,000 | +133.3% | 31,294 | +106.5% | 0.44% | +32.5% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $761,000 | +62.3% | 6,127 | +50.2% | 0.43% | -7.7% |
| USMV | New | ISHARES TRmin vol usa etf | $742,000 | – | 16,332 | +100.0% | 0.42% | – |
| AMGN | New | AMGEN INC | $699,000 | – | 4,189 | +100.0% | 0.40% | – |
| QQQ | New | POWERSHARES QQQ TRUSTunit ser 1 | $662,000 | – | 5,578 | +100.0% | 0.38% | – |
| NEE | New | NEXTERA ENERGY INC | $653,000 | – | 5,340 | +100.0% | 0.37% | – |
| USO | Buy | UNITED STATES OIL FUND LPunits | $631,000 | -2.6% | 57,718 | +3.1% | 0.36% | -44.7% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $607,000 | +23.9% | 6,103 | +15.9% | 0.34% | -29.5% |
| SLB | Buy | SCHLUMBERGER LTD | $606,000 | +61.6% | 7,703 | +62.5% | 0.34% | -8.3% |
| BAC | Buy | BANK AMER CORP | $592,000 | +209.9% | 37,835 | +163.0% | 0.34% | +76.3% |
| EMR | Buy | EMERSON ELEC CO | $578,000 | +165.1% | 10,595 | +153.3% | 0.33% | +50.7% |
| MMM | New | 3M CO | $569,000 | – | 3,229 | +100.0% | 0.32% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $553,000 | – | 8,334 | +100.0% | 0.31% | – |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $552,000 | +135.9% | 3,472 | +119.2% | 0.31% | +33.9% |
| KMI | New | KINDER MORGAN INC DEL | $537,000 | – | 23,221 | +100.0% | 0.30% | – |
| GSK | Buy | GLAXOSMITHKLINE PLCsponsored adr | $535,000 | +54.2% | 12,416 | +55.2% | 0.30% | -12.4% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $535,000 | +106.6% | 4,460 | +79.7% | 0.30% | +17.4% |
| SE | Buy | SPECTRA ENERGY CORP | $510,000 | +150.0% | 11,937 | +113.9% | 0.29% | +42.4% |
| XLE | New | SELECT SECTOR SPDR TRsbi int-energy | $510,000 | – | 7,224 | +100.0% | 0.29% | – |
| ABT | New | ABBOTT LABS | $511,000 | – | 12,092 | +100.0% | 0.29% | – |
| RPM | New | RPM INTL INC | $487,000 | – | 9,075 | +100.0% | 0.28% | – |
| CINF | Buy | CINCINNATI FINL CORP | $455,000 | +24.0% | 6,032 | +23.2% | 0.26% | -29.5% |
| F | Buy | FORD MTR CO DEL | $453,000 | +192.3% | 37,547 | +204.7% | 0.26% | +66.2% |
| HRS | Buy | HARRIS CORP DEL | $444,000 | +19.0% | 4,845 | +8.3% | 0.25% | -32.5% |
| MCD | New | MCDONALDS CORP | $443,000 | – | 3,839 | +100.0% | 0.25% | – |
| TKR | New | TIMKEN CO | $439,000 | – | 12,491 | +100.0% | 0.25% | – |
| PM | Buy | PHILIP MORRIS INTL INC | $437,000 | +75.5% | 4,490 | +83.6% | 0.25% | -0.4% |
| MRO | New | MARATHON OIL CORP | $437,000 | – | 27,671 | +100.0% | 0.25% | – |
| PGR | New | PROGRESSIVE CORP OHIO | $426,000 | – | 13,522 | +100.0% | 0.24% | – |
| KMB | Buy | KIMBERLY CLARK CORP | $420,000 | +42.9% | 3,334 | +55.9% | 0.24% | -18.8% |
| SO | New | SOUTHERN CO | $408,000 | – | 7,948 | +100.0% | 0.23% | – |
| DBC | Buy | POWERSHARES DB CMDTY IDX TRAunit ben int | $404,000 | +1.3% | 26,916 | +3.5% | 0.23% | -42.3% |
| KEY | Buy | KEYCORP NEW | $388,000 | +74.8% | 31,857 | +58.7% | 0.22% | -0.5% |
| MO | New | ALTRIA GROUP INC | $387,000 | – | 6,128 | +100.0% | 0.22% | – |
| RSP | Buy | RYDEX ETF TRUSTgug s&p500 eq wt | $383,000 | +13.3% | 4,587 | +9.1% | 0.22% | -35.6% |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $379,000 | – | 5,355 | +100.0% | 0.22% | – |
| CMP | Buy | COMPASS MINERALS INTL INC | $375,000 | +14.7% | 5,089 | +15.6% | 0.21% | -35.0% |
| IDLV | Buy | POWERSHARES ETF TR IIintl dev lowvl | $374,000 | +3.6% | 12,209 | +1.0% | 0.21% | -41.1% |
| DVY | Buy | ISHARES TRselect divid etf | $372,000 | +54.4% | 4,343 | +53.8% | 0.21% | -12.1% |
| PTF | Buy | POWERSHARES ETF TRUSTtech sect port | $372,000 | +16.2% | 8,946 | +5.8% | 0.21% | -33.9% |
| BP | New | BP PLCsponsored adr | $373,000 | – | 10,601 | +100.0% | 0.21% | – |
| VOD | Buy | VODAFONE GROUP PLC NEWspnsr adr | $371,000 | +42.1% | 12,733 | +50.5% | 0.21% | -19.2% |
| EFAV | New | ISHARES TRmin vol eafe etf | $355,000 | – | 5,244 | +100.0% | 0.20% | – |
| PUI | Buy | POWERSHARES ETF TRUSTdyn util portf | $355,000 | 0.0% | 13,733 | +7.9% | 0.20% | -43.2% |
| PYZ | Buy | POWERSHARES ETF TRUSTbasic mat sect | $353,000 | +10.7% | 6,084 | +2.5% | 0.20% | -37.1% |
| O | Buy | REALTY INCOME CORP | $351,000 | +64.8% | 5,240 | +70.4% | 0.20% | -6.1% |
| PSL | Buy | POWERSHARES ETF TRUSTcon staple sec | $347,000 | +2.4% | 6,153 | +6.1% | 0.20% | -42.0% |
| ALG | New | ALAMO GROUP INC | $344,000 | – | 5,222 | +100.0% | 0.20% | – |
| WFC | New | WELLS FARGO & CO NEW | $337,000 | – | 7,611 | +100.0% | 0.19% | – |
| BIIB | Buy | BIOGEN INC | $334,000 | +38.0% | 1,066 | +6.6% | 0.19% | -21.6% |
| YUM | Buy | YUM BRANDS INC | $331,000 | +35.7% | 3,643 | +23.7% | 0.19% | -23.0% |
| AMZN | New | AMAZON COM INC | $322,000 | – | 385 | +100.0% | 0.18% | – |
| HAL | New | HALLIBURTON CO | $320,000 | – | 7,137 | +100.0% | 0.18% | – |
| EBND | Buy | SPDR SERIES TRUSTbrcly em locl | $315,000 | +6.1% | 11,133 | +4.5% | 0.18% | -39.9% |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $308,000 | – | 11,145 | +100.0% | 0.17% | – |
| MPC | New | MARATHON PETE CORP | $301,000 | – | 7,420 | +100.0% | 0.17% | – |
| ED | New | CONSOLIDATED EDISON INC | $298,000 | – | 3,955 | +100.0% | 0.17% | – |
| TFI | Buy | SPDR SER TRnuvn brcly muni | $293,000 | +4.6% | 5,846 | +5.5% | 0.17% | -40.5% |
| CVS | New | CVS HEALTH CORP | $294,000 | – | 3,305 | +100.0% | 0.17% | – |
| TXN | New | TEXAS INSTRS INC | $290,000 | – | 4,128 | +100.0% | 0.16% | – |
| PFF | New | ISHARES TRu.s. pfd stk etf | $288,000 | – | 7,297 | +100.0% | 0.16% | – |
| NSC | New | NORFOLK SOUTHERN CORP | $286,000 | – | 2,942 | +100.0% | 0.16% | – |
| TD | Buy | TORONTO DOMINION BK ONT | $287,000 | +27.0% | 6,465 | +22.9% | 0.16% | -28.0% |
| NWL | New | NEWELL BRANDS INC | $287,000 | – | 5,457 | +100.0% | 0.16% | – |
| USB | Buy | US BANCORP DEL | $285,000 | +14.0% | 6,649 | +7.3% | 0.16% | -35.3% |
| ZBH | New | ZIMMER BIOMET HLDGS INC | $281,000 | – | 2,164 | +100.0% | 0.16% | – |
| GLW | New | CORNING INC | $280,000 | – | 11,826 | +100.0% | 0.16% | – |
| HON | New | HONEYWELL INTL INC | $279,000 | – | 2,389 | +100.0% | 0.16% | – |
| COP | New | CONOCOPHILLIPS | $275,000 | – | 6,324 | +100.0% | 0.16% | – |
| FE | New | FIRSTENERGY CORP | $273,000 | – | 8,240 | +100.0% | 0.16% | – |
| SBUX | New | STARBUCKS CORP | $273,000 | – | 5,035 | +100.0% | 0.16% | – |
| ADBE | New | ADOBE SYS INC | $272,000 | – | 2,505 | +100.0% | 0.15% | – |
| PPG | Buy | PPG INDS INC | $271,000 | +1.9% | 2,622 | +2.6% | 0.15% | -42.3% |
| GIS | New | GENERAL MLS INC | $270,000 | – | 4,233 | +100.0% | 0.15% | – |
| TBT | New | PROSHARES TR | $266,000 | – | 8,405 | +100.0% | 0.15% | – |
| WEN | New | WENDYS CO | $266,000 | – | 24,660 | +100.0% | 0.15% | – |
| GLD | New | SPDR GOLD TRUST | $257,000 | – | 2,048 | +100.0% | 0.14% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $251,000 | – | 323 | +100.0% | 0.14% | – |
| MFS | New | MANITOWOC FOODSERVICE INC | $247,000 | – | 15,200 | +100.0% | 0.14% | – |
| UTX | New | UNITED TECHNOLOGIES CORP | $243,000 | – | 2,390 | +100.0% | 0.14% | – |
| UYG | New | PROSHARES TRultra fncls new | $241,000 | – | 3,320 | +100.0% | 0.14% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $240,000 | – | 2,197 | +100.0% | 0.14% | – |
| CWB | New | SPDR SERIES TRUSTbrc cnv secs etf | $239,000 | – | 5,154 | +100.0% | 0.14% | – |
| ETN | New | EATON CORP PLC | $238,000 | – | 3,624 | +100.0% | 0.14% | – |
| HYS | New | PIMCO ETF TR0-5 high yield | $237,000 | – | 2,378 | +100.0% | 0.13% | – |
| WEC | New | WEC ENERGY GROUP INC | $232,000 | – | 3,868 | +100.0% | 0.13% | – |
| TIF | New | TIFFANY & CO NEW | $232,000 | – | 3,200 | +100.0% | 0.13% | – |
| ET | New | ENERGY TRANSFER EQUITY L P | $228,000 | – | 13,584 | +100.0% | 0.13% | – |
| RWX | Buy | SPDR INDEX SHS FDSdj intl rl etf | $222,000 | +6.7% | 5,320 | +6.0% | 0.13% | -39.1% |
| VIG | Buy | VANGUARD SPECIALIZED PORTFOLdiv app etf | $219,000 | +1.4% | 2,604 | +0.5% | 0.12% | -42.3% |
| UNH | New | UNITEDHEALTH GROUP INC | $217,000 | – | 1,553 | +100.0% | 0.12% | – |
| KR | New | KROGER CO | $217,000 | – | 7,312 | +100.0% | 0.12% | – |
| TM | New | TOYOTA MOTOR CORP | $215,000 | – | 1,856 | +100.0% | 0.12% | – |
| TGNA | New | TEGNA INC | $212,000 | – | 9,706 | +100.0% | 0.12% | – |
| BOBE | New | BOB EVANS FARMS INC | $208,000 | – | 5,436 | +100.0% | 0.12% | – |
| GD | New | GENERAL DYNAMICS CORP | $205,000 | – | 1,322 | +100.0% | 0.12% | – |
| SIRI | New | SIRIUS XM HLDGS INC | $176,000 | – | 42,219 | +100.0% | 0.10% | – |
| TMST | New | TIMKENSTEEL CORP | $163,000 | – | 15,611 | +100.0% | 0.09% | – |
| BCS | New | BARCLAYS PLCadr | $90,000 | – | 10,344 | +100.0% | 0.05% | – |
| CHK | New | CHESAPEAKE ENERGY CORP | $79,000 | – | 12,596 | +100.0% | 0.04% | – |
| MTW | New | MANITOWOC INC | $73,000 | – | 15,200 | +100.0% | 0.04% | – |
| FTR | New | FRONTIER COMMUNICATIONS CORP | $50,000 | – | 12,130 | +100.0% | 0.03% | – |
| CJESQ | Exit | C&J ENERGY SVCS LTD | $0 | – | -11,400 | -100.0% | -0.01% | – |
| PPR | Exit | VOYA PRIME RATE TRsh ben int | $0 | – | -20,610 | -100.0% | -0.11% | – |
| PTY | Exit | PIMCO CORPORATE & INCOME OPP | $0 | – | -10,854 | -100.0% | -0.15% | – |
| DNP | Exit | DNP SELECT INCOME FD | $0 | – | -14,883 | -100.0% | -0.16% | – |
| BWX | Exit | SPDR SERIES TRUSTbrclys intl etf | $0 | – | -4,267 | -100.0% | -0.24% | – |
| EMC | Exit | E M C CORP MASS | $0 | – | -11,794 | -100.0% | -0.32% | – |
| PIZ | Exit | POWERSHARES ETF TRUST IIdwa devmktmom pt | $0 | – | -14,117 | -100.0% | -0.32% | – |
| WELL | Exit | WELLTOWER INC | $0 | – | -6,759 | -100.0% | -0.51% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-11-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 36 | Q3 2023 | 6.4% |
| ISHARES TR | 36 | Q3 2023 | 5.7% |
| VANGUARD TAX-MANAGED INTL FD | 36 | Q3 2023 | 4.3% |
| ISHARES TR | 36 | Q3 2023 | 4.5% |
| MICROSOFT CORP | 36 | Q3 2023 | 3.9% |
| ISHARES TR | 36 | Q3 2023 | 4.4% |
| ISHARES TR | 36 | Q3 2023 | 5.7% |
| APPLE INC | 36 | Q3 2023 | 6.4% |
| VANGUARD INTL EQUITY INDEX F | 36 | Q3 2023 | 4.2% |
| ISHARES TR | 36 | Q3 2023 | 3.5% |
View INVESTMENT PARTNERS, LTD.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-02-02 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-21 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-02-04 |
View INVESTMENT PARTNERS, LTD.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.