$135 Million is the total value of INVESTMENT PARTNERS, LTD.'s 152 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BP | Exit | BP PLCsponsored adr | $0 | – | -5,371 | -100.0% | -0.16% | – |
| PEZ | Exit | POWERSHARES ETF TRUSTcon discre sec | $0 | – | -5,274 | -100.0% | -0.19% | – |
| VOD | Exit | VODAFONE GROUP PLC NEWsponsored adr | $0 | – | -9,345 | -100.0% | -0.19% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -5,217 | -100.0% | -0.20% | – |
| PFI | Exit | POWERSHARES ETF TRUSTfinl sect port | $0 | – | -8,471 | -100.0% | -0.22% | – |
| PRN | Exit | POWERSHARES ETF TRUSTindl sect port | $0 | – | -5,083 | -100.0% | -0.23% | – |
| IXUS | Exit | ISHARES TRcore msci total | $0 | – | -5,140 | -100.0% | -0.24% | – |
| IDLV | Exit | POWERSHARES ETF TR IIintl dev lowvl | $0 | – | -9,835 | -100.0% | -0.24% | – |
| RSP | Exit | RYDEX ETF TRUSTgug s&p500 eq wt | $0 | – | -3,301 | -100.0% | -0.24% | – |
| PTF | Exit | POWERSHARES ETF TRUSTdynamic tech set | $0 | – | -5,865 | -100.0% | -0.25% | – |
| PIZ | Exit | POWERSHARES ETF TRUST IIdwa devmktmom pt | $0 | – | -12,286 | -100.0% | -0.26% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -2,476 | -100.0% | -0.29% | – |
| DBC | Exit | POWERSHARES DB CMDTY IDX TRAunit ben int | $0 | – | -26,000 | -100.0% | -0.33% | – |
| SPLV | Exit | POWERSHARES ETF TR IIs&p500 low vol | $0 | – | -12,035 | -100.0% | -0.42% | – |
| PDP | Exit | POWERSHARES ETF TRUSTdwa momentum ptf | $0 | – | -12,499 | -100.0% | -0.49% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-07-25
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.