0001085146-16-004610.txt : 20161102 0001085146-16-004610.hdr.sgml : 20161102 20161101205909 ACCESSION NUMBER: 0001085146-16-004610 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161102 DATE AS OF CHANGE: 20161101 EFFECTIVENESS DATE: 20161102 FILER: COMPANY DATA: COMPANY CONFORMED NAME: INVESTMENT PARTNERS LTD /OH/ /ADV CENTRAL INDEX KEY: 0001050068 IRS NUMBER: 341828939 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16440 FILM NUMBER: 161966120 BUSINESS ADDRESS: STREET 1: 419 W HIGH AVENUE CITY: NEW PHILADELPHIA STATE: OH ZIP: 44663 BUSINESS PHONE: 3303089707 MAIL ADDRESS: STREET 1: P O BOX 309 CITY: NEW PHILADELPHIA STATE: OH ZIP: 44663-0309 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001050068 XXXXXXXX 09-30-2016 09-30-2016 false INVESTMENT PARTNERS LTD /OH/ /ADV

P O BOX 309 NEW PHILADELPHIA OH 44663-0309

13F HOLDINGS REPORT 028-16440 N Douglas G Bambeck 330-308-9707 /s/ Douglas G Bambeck New Philadelphia OH 11-01-2016 0 175 176642 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M CO COM 88579Y101 569 3229 SH SOLE 0 0 3229 ABBOTT LABS COM 002824100 511 12092 SH SOLE 0 0 12092 ABBVIE INC COM 00287Y109 944 14965 SH SOLE 0 0 14965 ADOBE SYS INC COM 00724F101 272 2505 SH SOLE 0 0 2505 ALAMO GROUP INC COM 011311107 344 5222 SH SOLE 0 0 5222 ALLEGION PUB LTD CO ORD SHS G0176J109 1389 20156 SH SOLE 0 0 20156 ALLSTATE CORP COM 020002101 902 13039 SH SOLE 0 0 13039 ALPHABET INC CAP STK CL C 02079K107 251 323 SH SOLE 0 0 323 ALPS ETF TR ALERIAN MLP 00162Q866 2252 177455 SH SOLE 0 0 177455 ALTRIA GROUP INC COM 02209S103 387 6128 SH SOLE 0 0 6128 AMAZON COM INC COM 023135106 322 385 SH SOLE 0 0 385 AMERICAN ELEC PWR INC COM 025537101 3248 50579 SH SOLE 0 0 50579 AMGEN INC COM 031162100 699 4189 SH SOLE 0 0 4189 APPLE INC COM 037833100 3365 29767 SH SOLE 0 0 29767 AT&T INC COM 00206R102 3354 82582 SH SOLE 0 0 82582 AUTOMATIC DATA PROCESSING IN COM 053015103 1259 14279 SH SOLE 0 0 14279 BANK AMER CORP COM 060505104 592 37835 SH SOLE 0 0 37835 BARCLAYS PLC ADR 06738E204 90 10344 SH SOLE 0 0 10344 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 987 6835 SH SOLE 0 0 6835 BIOGEN INC COM 09062X103 334 1066 SH SOLE 0 0 1066 BOB EVANS FARMS INC COM 096761101 208 5436 SH SOLE 0 0 5436 BOEING CO COM 097023105 1630 12371 SH SOLE 0 0 12371 BP PLC SPONSORED ADR 055622104 373 10601 SH SOLE 0 0 10601 BRISTOL MYERS SQUIBB CO COM 110122108 2604 48299 SH SOLE 0 0 48299 CATERPILLAR INC DEL COM 149123101 1022 11517 SH SOLE 0 0 11517 CHESAPEAKE ENERGY CORP COM 165167107 79 12596 SH SOLE 0 0 12596 CHEVRON CORP NEW COM 166764100 1943 18878 SH SOLE 0 0 18878 CINCINNATI FINL CORP COM 172062101 455 6032 SH SOLE 0 0 6032 CISCO SYS INC COM 17275R102 924 29134 SH SOLE 0 0 29134 COCA COLA CO COM 191216100 2128 50291 SH SOLE 0 0 50291 COLGATE PALMOLIVE CO COM 194162103 876 11809 SH SOLE 0 0 11809 COMCAST CORP NEW CL A 20030N101 553 8334 SH SOLE 0 0 8334 COMPASS MINERALS INTL INC COM 20451N101 375 5089 SH SOLE 0 0 5089 CONOCOPHILLIPS COM 20825C104 275 6324 SH SOLE 0 0 6324 CONSOLIDATED EDISON INC COM 209115104 298 3955 SH SOLE 0 0 3955 CORNING INC COM 219350105 280 11826 SH SOLE 0 0 11826 CROWN CASTLE INTL CORP NEW COM 22822V101 812 8624 SH SOLE 0 0 8624 CVS HEALTH CORP COM 126650100 294 3305 SH SOLE 0 0 3305 DISNEY WALT CO COM DISNEY 254687106 1884 20288 SH SOLE 0 0 20288 DOMINION RES INC VA NEW COM 25746U109 955 12862 SH SOLE 0 0 12862 DOW CHEM CO COM 260543103 1610 31069 SH SOLE 0 0 31069 DU PONT E I DE NEMOURS & CO COM 263534109 1262 18845 SH SOLE 0 0 18845 DUKE ENERGY CORP NEW COM NEW 26441C204 773 9652 SH SOLE 0 0 9652 EATON CORP PLC SHS G29183103 238 3624 SH SOLE 0 0 3624 EMERSON ELEC CO COM 291011104 578 10595 SH SOLE 0 0 10595 ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 228 13584 SH SOLE 0 0 13584 ENTERPRISE PRODS PARTNERS L COM 293792107 308 11145 SH SOLE 0 0 11145 EXXON MOBIL CORP COM 30231G102 3586 41085 SH SOLE 0 0 41085 FARMERS NATL BANC CORP COM 309627107 1201 111427 SH SOLE 0 0 111427 FIRSTENERGY CORP COM 337932107 273 8240 SH SOLE 0 0 8240 FORD MTR CO DEL COM PAR $0.01 345370860 453 37547 SH SOLE 0 0 37547 FRONTIER COMMUNICATIONS CORP COM 35906A108 50 12130 SH SOLE 0 0 12130 GENERAL DYNAMICS CORP COM 369550108 205 1322 SH SOLE 0 0 1322 GENERAL ELECTRIC CO COM 369604103 3466 117012 SH SOLE 0 0 117012 GENERAL MLS INC COM 370334104 270 4233 SH SOLE 0 0 4233 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 535 12416 SH SOLE 0 0 12416 HALLIBURTON CO COM 406216101 320 7137 SH SOLE 0 0 7137 HARRIS CORP DEL COM 413875105 444 4845 SH SOLE 0 0 4845 HOME DEPOT INC COM 437076102 1713 13314 SH SOLE 0 0 13314 HONEYWELL INTL INC COM 438516106 279 2389 SH SOLE 0 0 2389 HUNTINGTON BANCSHARES INC COM 446150104 1980 200785 SH SOLE 0 0 200785 ILLINOIS TOOL WKS INC COM 452308109 535 4460 SH SOLE 0 0 4460 INGERSOLL-RAND PLC SHS G47791101 4144 60989 SH SOLE 0 0 60989 INTEL CORP COM 458140100 1083 28685 SH SOLE 0 0 28685 INTERNATIONAL BUSINESS MACHS COM 459200101 1861 11713 SH SOLE 0 0 11713 ISHARES INC CORE MSCI EMKT 46434G103 1624 35600 SH SOLE 0 0 35600 ISHARES SILVER TRUST ISHARES 46428Q109 808 44372 SH SOLE 0 0 44372 ISHARES TR 1-3 YR CR BD ETF 464288646 901 8517 SH SOLE 0 0 8517 ISHARES TR CORE HIGH DV ETF 46429B663 1041 12811 SH SOLE 0 0 12811 ISHARES TR CORE S&P MCP ETF 464287507 2959 19127 SH SOLE 0 0 19127 ISHARES TR CORE S&P500 ETF 464287200 3280 15078 SH SOLE 0 0 15078 ISHARES TR INTERM CR BD ETF 464288638 3414 30658 SH SOLE 0 0 30658 ISHARES TR MIN VOL EAFE ETF 46429B689 355 5244 SH SOLE 0 0 5244 ISHARES TR MIN VOL USA ETF 46429B697 742 16332 SH SOLE 0 0 16332 ISHARES TR MSCI EAFE ETF 464287465 2622 44350 SH SOLE 0 0 44350 ISHARES TR RUS 1000 GRW ETF 464287614 2010 19300 SH SOLE 0 0 19300 ISHARES TR RUS 1000 VAL ETF 464287598 2092 19810 SH SOLE 0 0 19810 ISHARES TR RUS 2000 GRW ETF 464287648 1390 9333 SH SOLE 0 0 9333 ISHARES TR RUS 2000 VAL ETF 464287630 3186 30413 SH SOLE 0 0 30413 ISHARES TR RUS MD CP GR ETF 464287481 1092 11210 SH SOLE 0 0 11210 ISHARES TR RUS MDCP VAL ETF 464287473 2027 26398 SH SOLE 0 0 26398 ISHARES TR RUSSELL 2000 ETF 464287655 761 6127 SH SOLE 0 0 6127 ISHARES TR S&P 500 GRWT ETF 464287309 1568 12887 SH SOLE 0 0 12887 ISHARES TR S&P 500 VAL ETF 464287408 1627 17136 SH SOLE 0 0 17136 ISHARES TR SELECT DIVID ETF 464287168 372 4343 SH SOLE 0 0 4343 ISHARES TR U.S. ENERGY ETF 464287796 1008 25850 SH SOLE 0 0 25850 ISHARES TR U.S. PFD STK ETF 464288687 288 7297 SH SOLE 0 0 7297 JOHNSON & JOHNSON COM 478160104 2899 24541 SH SOLE 0 0 24541 JPMORGAN CHASE & CO COM 46625H100 5202 78127 SH SOLE 0 0 78127 KEYCORP NEW COM 493267108 388 31857 SH SOLE 0 0 31857 KIMBERLY CLARK CORP COM 494368103 420 3334 SH SOLE 0 0 3334 KINDER MORGAN INC DEL COM 49456B101 537 23221 SH SOLE 0 0 23221 KROGER CO COM 501044101 217 7312 SH SOLE 0 0 7312 LILLY ELI & CO COM 532457108 947 11796 SH SOLE 0 0 11796 LOCKHEED MARTIN CORP COM 539830109 1060 4422 SH SOLE 0 0 4422 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 379 5355 SH SOLE 0 0 5355 MANITOWOC FOODSERVICE INC COM 563568104 247 15200 SH SOLE 0 0 15200 MANITOWOC INC COM 563571108 73 15200 SH SOLE 0 0 15200 MARATHON OIL CORP COM 565849106 437 27671 SH SOLE 0 0 27671 MARATHON PETE CORP COM 56585A102 301 7420 SH SOLE 0 0 7420 MCDONALDS CORP COM 580135101 443 3839 SH SOLE 0 0 3839 MERCK & CO INC COM 58933Y105 1955 31322 SH SOLE 0 0 31322 MICROSOFT CORP COM 594918104 2941 51061 SH SOLE 0 0 51061 NEWELL BRANDS INC COM 651229106 287 5457 SH SOLE 0 0 5457 NEXTERA ENERGY INC COM 65339F101 653 5340 SH SOLE 0 0 5340 NORFOLK SOUTHERN CORP COM 655844108 286 2942 SH SOLE 0 0 2942 ORACLE CORP COM 68389X105 1197 30467 SH SOLE 0 0 30467 PEOPLES BANCORP INC COM 709789101 770 31294 SH SOLE 0 0 31294 PEPSICO INC COM 713448108 1814 16679 SH SOLE 0 0 16679 PFIZER INC COM 717081103 2603 76859 SH SOLE 0 0 76859 PHILIP MORRIS INTL INC COM 718172109 437 4490 SH SOLE 0 0 4490 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 237 2378 SH SOLE 0 0 2378 POWERSHARES DB CMDTY IDX TRA UNIT BEN INT 73935S105 404 26916 SH SOLE 0 0 26916 POWERSHARES ETF TR II INTL DEV LOWVL 73937B688 374 12209 SH SOLE 0 0 12209 POWERSHARES ETF TR II S&P500 LOW VOL 73937B779 983 23682 SH SOLE 0 0 23682 POWERSHARES ETF TRUST BASIC MAT SECT 73935X427 353 6084 SH SOLE 0 0 6084 POWERSHARES ETF TRUST CON STAPLE SEC 73935X393 347 6153 SH SOLE 0 0 6153 POWERSHARES ETF TRUST DWA MOMENTUM PTF 73935X153 1253 29538 SH SOLE 0 0 29538 POWERSHARES ETF TRUST DYN UTIL PORTF 73935X591 355 13733 SH SOLE 0 0 13733 POWERSHARES ETF TRUST TECH SECT PORT 73935X344 372 8946 SH SOLE 0 0 8946 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 662 5578 SH SOLE 0 0 5578 POWERSHS DB MULTI SECT COMM PS DB AGRICUL FD 73936B408 1158 57950 SH SOLE 0 0 57950 PPG INDS INC COM 693506107 271 2622 SH SOLE 0 0 2622 PROCTER AND GAMBLE CO COM 742718109 2473 27557 SH SOLE 0 0 27557 PROGRESSIVE CORP OHIO COM 743315103 426 13522 SH SOLE 0 0 13522 PROSHARES TR PSHS ULTSH 20YRS 74347B201 266 8405 SH SOLE 0 0 8405 PROSHARES TR ULTRA FNCLS NEW 74347X633 241 3320 SH SOLE 0 0 3320 REALTY INCOME CORP COM 756109104 351 5240 SH SOLE 0 0 5240 RPM INTL INC COM 749685103 487 9075 SH SOLE 0 0 9075 RYDEX ETF TRUST GUG S&P500 EQ WT 78355W106 383 4587 SH SOLE 0 0 4587 SCHLUMBERGER LTD COM 806857108 606 7703 SH SOLE 0 0 7703 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 510 7224 SH SOLE 0 0 7224 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 3761 76766 SH SOLE 0 0 76766 SIRIUS XM HLDGS INC COM 82968B103 176 42219 SH SOLE 0 0 42219 SMUCKER J M CO COM NEW 832696405 1320 9737 SH SOLE 0 0 9737 SOUTHERN CO COM 842587107 408 7948 SH SOLE 0 0 7948 SPDR GOLD TRUST GOLD SHS 78463V107 257 2048 SH SOLE 0 0 2048 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 912 18313 SH SOLE 0 0 18313 SPDR INDEX SHS FDS DJ INTL RL ETF 78463X863 222 5320 SH SOLE 0 0 5320 SPDR S&P 500 ETF TR TR UNIT 78462F103 1799 8319 SH SOLE 0 0 8319 SPDR SER TR NUVN BRCLY MUNI 78468R721 293 5846 SH SOLE 0 0 5846 SPDR SERIES TRUST BRC CNV SECS ETF 78464A359 239 5154 SH SOLE 0 0 5154 SPDR SERIES TRUST BRCLY EM LOCL 78464A391 315 11133 SH SOLE 0 0 11133 SPDR SERIES TRUST S&P DIVID ETF 78464A763 3260 38646 SH SOLE 0 0 38646 SPDR SERIES TRUST WELLS FG PFD ETF 78464A292 2117 46540 SH SOLE 0 0 46540 SPECTRA ENERGY CORP COM 847560109 510 11937 SH SOLE 0 0 11937 STARBUCKS CORP COM 855244109 273 5035 SH SOLE 0 0 5035 TEGNA INC COM 87901J105 212 9706 SH SOLE 0 0 9706 TEXAS INSTRS INC COM 882508104 290 4128 SH SOLE 0 0 4128 THERMO FISHER SCIENTIFIC INC COM 883556102 552 3472 SH SOLE 0 0 3472 TIFFANY & CO NEW COM 886547108 232 3200 SH SOLE 0 0 3200 TIMKEN CO COM 887389104 439 12491 SH SOLE 0 0 12491 TIMKENSTEEL CORP COM 887399103 163 15611 SH SOLE 0 0 15611 TORONTO DOMINION BK ONT COM NEW 891160509 287 6465 SH SOLE 0 0 6465 TOYOTA MOTOR CORP SP ADR REP2COM 892331307 215 1856 SH SOLE 0 0 1856 UNITED PARCEL SERVICE INC CL B 911312106 240 2197 SH SOLE 0 0 2197 UNITED STATES OIL FUND LP UNITS 91232N108 631 57718 SH SOLE 0 0 57718 UNITED TECHNOLOGIES CORP COM 913017109 243 2390 SH SOLE 0 0 2390 UNITEDHEALTH GROUP INC COM 91324P102 217 1553 SH SOLE 0 0 1553 US BANCORP DEL COM NEW 902973304 285 6649 SH SOLE 0 0 6649 VANGUARD INDEX FDS REIT ETF 922908553 2593 29896 SH SOLE 0 0 29896 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1227 32597 SH SOLE 0 0 32597 VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 922042718 607 6103 SH SOLE 0 0 6103 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 219 2604 SH SOLE 0 0 2604 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 2149 57454 SH SOLE 0 0 57454 VERIZON COMMUNICATIONS INC COM 92343V104 3378 64992 SH SOLE 0 0 64992 VISA INC COM CL A 92826C839 1244 15040 SH SOLE 0 0 15040 VODAFONE GROUP PLC NEW SPNSR ADR 92857W308 371 12733 SH SOLE 0 0 12733 WAL-MART STORES INC COM 931142103 1037 14382 SH SOLE 0 0 14382 WEC ENERGY GROUP INC COM 92939U106 232 3868 SH SOLE 0 0 3868 WELLS FARGO & CO NEW COM 949746101 337 7611 SH SOLE 0 0 7611 WENDYS CO COM 95058W100 266 24660 SH SOLE 0 0 24660 WORTHINGTON INDS INC COM 981811102 896 18654 SH SOLE 0 0 18654 YUM BRANDS INC COM 988498101 331 3643 SH SOLE 0 0 3643 ZIMMER BIOMET HLDGS INC COM 98956P102 281 2164 SH SOLE 0 0 2164