$110 Million is the total value of INVESTMENT PARTNERS, LTD.'s 119 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| REXX | Exit | REX ENERGY CORPORATION | $0 | – | -17,500 | -100.0% | -0.01% | – |
| PXI | Exit | POWERSHARES ETF TRUSTenergy sec por | $0 | – | -5,178 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-07-24
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 39 | Q2 2024 | 6.4% |
| ISHARES TR | 39 | Q2 2024 | 5.7% |
| VANGUARD TAX-MANAGED INTL FD | 39 | Q2 2024 | 4.3% |
| MICROSOFT CORP | 39 | Q2 2024 | 4.3% |
| ISHARES TR | 39 | Q2 2024 | 4.5% |
| ISHARES TR | 39 | Q2 2024 | 4.4% |
| APPLE INC | 39 | Q2 2024 | 6.4% |
| ISHARES TR | 39 | Q2 2024 | 5.7% |
| VANGUARD INTL EQUITY INDEX F | 39 | Q2 2024 | 4.2% |
| ISHARES TR | 39 | Q2 2024 | 3.3% |
View INVESTMENT PARTNERS, LTD.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-09 |
| 13F-HR | 2024-08-08 |
| 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 |
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.