0001085146-16-003628.txt : 20160509
0001085146-16-003628.hdr.sgml : 20160509
20160509104246
ACCESSION NUMBER: 0001085146-16-003628
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20160331
FILED AS OF DATE: 20160509
DATE AS OF CHANGE: 20160509
EFFECTIVENESS DATE: 20160509
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: 161630302
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
03-31-2016
03-31-2016
false
INVESTMENT PARTNERS LTD /OH/ /ADV
P O BOX 309
NEW PHILADELPHIA
OH
44663-0309
13F HOLDINGS REPORT
028-16440
N
Douglas G Bambeck
CCO
330-308-9707
/s/ Douglas G Bambeck
New Philadelphia
OH
05-06-2016
0
167
153430
INFORMATION TABLE
2
form13fInfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
3M CO
COM
88579Y101
444
2947
SH
SOLE
0
0
2947
ABBOTT LABS
COM
002824100
566
12599
SH
SOLE
0
0
12599
ABBVIE INC
COM
00287Y109
660
11152
SH
SOLE
0
0
11152
ADOBE SYS INC
COM
00724F101
230
2455
SH
SOLE
0
0
2455
ALLEGION PUB LTD CO
ORD SHS
G0176J109
1328
20154
SH
SOLE
0
0
20154
ALLSTATE CORP
COM
020002101
613
9871
SH
SOLE
0
0
9871
ALPS ETF TR
ALERIAN MLP
00162Q866
2134
177107
SH
SOLE
0
0
177107
ALTRIA GROUP INC
COM
02209S103
367
6306
SH
SOLE
0
0
6306
AMERICAN ELEC PWR INC
COM
025537101
2850
48905
SH
SOLE
0
0
48905
AMERICAN EXPRESS CO
COM
025816109
219
3158
SH
SOLE
0
0
3158
AMGEN INC
COM
031162100
343
2114
SH
SOLE
0
0
2114
APPLE INC
COM
037833100
2837
26948
SH
SOLE
0
0
26948
AT&T INC
COM
00206R102
2733
79417
SH
SOLE
0
0
79417
AUTOMATIC DATA PROCESSING IN
COM
053015103
997
11773
SH
SOLE
0
0
11773
BANK AMER CORP
COM
060505104
678
40296
SH
SOLE
0
0
40296
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
1008
7631
SH
SOLE
0
0
7631
BIOGEN INC
COM
09062X103
327
1066
SH
SOLE
0
0
1066
BOB EVANS FARMS INC
COM
096761101
211
5436
SH
SOLE
0
0
5436
BOEING CO
COM
097023105
1747
12077
SH
SOLE
0
0
12077
BP PLC
SPONSORED ADR
055622104
213
6797
SH
SOLE
0
0
6797
BRISTOL MYERS SQUIBB CO
COM
110122108
3488
50706
SH
SOLE
0
0
50706
CATERPILLAR INC DEL
COM
149123101
702
10337
SH
SOLE
0
0
10337
CHESAPEAKE ENERGY CORP
COM
165167107
56
12525
SH
SOLE
0
0
12525
CHEVRON CORP NEW
COM
166764100
1626
18073
SH
SOLE
0
0
18073
CINCINNATI FINL CORP
COM
172062101
343
5792
SH
SOLE
0
0
5792
CISCO SYS INC
COM
17275R102
765
28155
SH
SOLE
0
0
28155
COCA COLA CO
COM
191216100
2055
47841
SH
SOLE
0
0
47841
COLGATE PALMOLIVE CO
COM
194162103
764
11473
SH
SOLE
0
0
11473
COMCAST CORP NEW
CL A
20030N101
464
8227
SH
SOLE
0
0
8227
CONOCOPHILLIPS
COM
20825C104
372
7974
SH
SOLE
0
0
7974
CONSOLIDATED EDISON INC
COM
209115104
234
3640
SH
SOLE
0
0
3640
CORNING INC
COM
219350105
216
11800
SH
SOLE
0
0
11800
CVS HEALTH CORP
COM
126650100
326
3331
SH
SOLE
0
0
3331
DISNEY WALT CO
COM DISNEY
254687106
1480
14082
SH
SOLE
0
0
14082
DNP SELECT INCOME FD
COM
23325P104
2080
232134
SH
SOLE
0
0
232134
DOMINION RES INC VA NEW
COM
25746U109
896
13242
SH
SOLE
0
0
13242
DOW CHEM CO
COM
260543103
1507
29279
SH
SOLE
0
0
29279
DU PONT E I DE NEMOURS & CO
COM
263534109
1232
18491
SH
SOLE
0
0
18491
DUFF & PHELPS UTIL CORP BD T
COM
26432K108
156
16967
SH
SOLE
0
0
16967
DUKE ENERGY CORP NEW
COM NEW
26441C204
648
9077
SH
SOLE
0
0
9077
E M C CORP MASS
COM
268648102
360
14027
SH
SOLE
0
0
14027
EMERSON ELEC CO
COM
291011104
329
6883
SH
SOLE
0
0
6883
ENERGY TRANSFER EQUITY L P
COM UT LTD PTN
29273V100
185
13487
SH
SOLE
0
0
13487
ENTERPRISE PRODS PARTNERS L
COM
293792107
285
11145
SH
SOLE
0
0
11145
EXPRESS SCRIPTS HLDG CO
COM
30219G108
219
2512
SH
SOLE
0
0
2512
EXXON MOBIL CORP
COM
30231G102
3315
42525
SH
SOLE
0
0
42525
FARMERS NATL BANC CORP
COM
309627107
958
111418
SH
SOLE
0
0
111418
FIRST TR EXCHANGE TRADED FD
DORSEY WRT 5 ETF
33738R605
1044
44448
SH
SOLE
0
0
44448
FIRSTMERIT CORP
COM
337915102
248
13318
SH
SOLE
0
0
13318
FORD MTR CO DEL
COM PAR $0.01
345370860
523
37102
SH
SOLE
0
0
37102
FRONTIER COMMUNICATIONS CORP
COM
35906A108
102
21995
SH
SOLE
0
0
21995
GENERAL ELECTRIC CO
COM
369604103
3493
112136
SH
SOLE
0
0
112136
GENERAL MLS INC
COM
370334104
316
5480
SH
SOLE
0
0
5480
GILEAD SCIENCES INC
COM
375558103
266
2628
SH
SOLE
0
0
2628
GLAXOSMITHKLINE PLC
SPONSORED ADR
37733W105
494
12232
SH
SOLE
0
0
12232
HALLIBURTON CO
COM
406216101
257
7529
SH
SOLE
0
0
7529
HOME DEPOT INC
COM
437076102
1747
13207
SH
SOLE
0
0
13207
HONEYWELL INTL INC
COM
438516106
227
2189
SH
SOLE
0
0
2189
HUNTINGTON BANCSHARES INC
COM
446150104
1996
180472
SH
SOLE
0
0
180472
ILLINOIS TOOL WKS INC
COM
452308109
412
4449
SH
SOLE
0
0
4449
INGERSOLL-RAND PLC
SHS
G47791101
3371
60975
SH
SOLE
0
0
60975
INTEL CORP
COM
458140100
1033
29997
SH
SOLE
0
0
29997
INTERNATIONAL BUSINESS MACHS
COM
459200101
1612
11708
SH
SOLE
0
0
11708
INVESCO MUN TR
COM
46131J103
164
12894
SH
SOLE
0
0
12894
ISHARES INC
CORE MSCI EMKT
46434G103
1245
31600
SH
SOLE
0
0
31600
ISHARES SILVER TRUST
ISHARES
46428Q109
590
44732
SH
SOLE
0
0
44732
ISHARES TR
1-3 YR CR BD ETF
464288646
530
5064
SH
SOLE
0
0
5064
ISHARES TR
CORE HIGH DV ETF
46429B663
829
11297
SH
SOLE
0
0
11297
ISHARES TR
CORE S&P MCP ETF
464287507
2739
19662
SH
SOLE
0
0
19662
ISHARES TR
CORE S&P500 ETF
464287200
3541
17286
SH
SOLE
0
0
17286
ISHARES TR
INTERM CR BD ETF
464288638
3413
31815
SH
SOLE
0
0
31815
ISHARES TR
MSCI EAFE ETF
464287465
2247
38270
SH
SOLE
0
0
38270
ISHARES TR
RUS 1000 GRW ETF
464287614
1116
11222
SH
SOLE
0
0
11222
ISHARES TR
RUS 1000 VAL ETF
464287598
1091
11152
SH
SOLE
0
0
11152
ISHARES TR
RUS 2000 GRW ETF
464287648
999
7170
SH
SOLE
0
0
7170
ISHARES TR
RUS 2000 VAL ETF
464287630
2651
28829
SH
SOLE
0
0
28829
ISHARES TR
RUS MD CP GR ETF
464287481
766
8328
SH
SOLE
0
0
8328
ISHARES TR
RUS MDCP VAL ETF
464287473
1613
23498
SH
SOLE
0
0
23498
ISHARES TR
RUSSELL 2000 ETF
464287655
999
8871
SH
SOLE
0
0
8871
ISHARES TR
S&P 500 GRWT ETF
464287309
1243
10738
SH
SOLE
0
0
10738
ISHARES TR
S&P 500 VAL ETF
464287408
1210
13672
SH
SOLE
0
0
13672
ISHARES TR
SELECT DIVID ETF
464287168
369
4911
SH
SOLE
0
0
4911
ISHARES TR
U.S. ENERGY ETF
464287796
875
25850
SH
SOLE
0
0
25850
JOHNSON & JOHNSON
COM
478160104
2465
23995
SH
SOLE
0
0
23995
JPMORGAN CHASE & CO
COM
46625H100
4887
74003
SH
SOLE
0
0
74003
KEYCORP NEW
COM
493267108
430
32617
SH
SOLE
0
0
32617
KIMBERLY CLARK CORP
COM
494368103
448
3520
SH
SOLE
0
0
3520
KINDER MORGAN INC DEL
COM
49456B101
345
23109
SH
SOLE
0
0
23109
KROGER CO
COM
501044101
289
6916
SH
SOLE
0
0
6916
LILLY ELI & CO
COM
532457108
1001
11882
SH
SOLE
0
0
11882
LOCKHEED MARTIN CORP
COM
539830109
921
4242
SH
SOLE
0
0
4242
MAGELLAN MIDSTREAM PRTNRS LP
COM UNIT RP LP
559080106
344
5060
SH
SOLE
0
0
5060
MANITOWOC INC
COM
563571108
233
15200
SH
SOLE
0
0
15200
MARATHON OIL CORP
COM
565849106
203
16151
SH
SOLE
0
0
16151
MARATHON PETE CORP
COM
56585A102
373
7188
SH
SOLE
0
0
7188
MCDONALDS CORP
COM
580135101
404
3420
SH
SOLE
0
0
3420
MERCK & CO INC NEW
COM
58933Y105
1593
30173
SH
SOLE
0
0
30173
MICROSOFT CORP
COM
594918104
2598
46842
SH
SOLE
0
0
46842
MYLAN N V
SHS EURO
N59465109
259
4795
SH
SOLE
0
0
4795
NEWELL RUBBERMAID INC
COM
651229106
238
5389
SH
SOLE
0
0
5389
NEXTERA ENERGY INC
COM
65339F101
546
5252
SH
SOLE
0
0
5252
NORFOLK SOUTHERN CORP
COM
655844108
263
3111
SH
SOLE
0
0
3111
NUVEEN MUN MKT OPPORTUNITY F
COM
67062W103
200
14471
SH
SOLE
0
0
14471
NUVEEN OHIO QUALITY INCOME M
COM
670980101
211
13843
SH
SOLE
0
0
13843
ORACLE CORP
COM
68389X105
1122
30717
SH
SOLE
0
0
30717
PARK NATL CORP
COM
700658107
237
2623
SH
SOLE
0
0
2623
PEOPLES BANCORP INC
COM
709789101
717
38080
SH
SOLE
0
0
38080
PEPSICO INC
COM
713448108
1684
16851
SH
SOLE
0
0
16851
PFIZER INC
COM
717081103
1961
60756
SH
SOLE
0
0
60756
PHILIP MORRIS INTL INC
COM
718172109
419
4762
SH
SOLE
0
0
4762
PIMCO CORPORATE & INCOME OPP
COM
72201B101
283
21245
SH
SOLE
0
0
21245
POWERSHARES DB CMDTY IDX TRA
UNIT BEN INT
73935S105
360
26916
SH
SOLE
0
0
26916
POWERSHARES ETF TR II
INTL DEV LOWVL
73937B688
269
9397
SH
SOLE
0
0
9397
POWERSHARES ETF TR II
S&P500 LOW VOL
73937B779
967
25066
SH
SOLE
0
0
25066
POWERSHARES ETF TRUST
DWA MOMENTUM PTF
73935X153
1605
38805
SH
SOLE
0
0
38805
POWERSHARES ETF TRUST II
DWA DEVMKTMOM PT
73936Q108
365
15385
SH
SOLE
0
0
15385
POWERSHARES ETF TRUST II
DWA SC MOMNT PTF
73936Q744
245
6511
SH
SOLE
0
0
6511
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
666
5952
SH
SOLE
0
0
5952
POWERSHS DB MULTI SECT COMM
PS DB AGRICUL FD
73936B408
1194
57950
SH
SOLE
0
0
57950
PPG INDS INC
COM
693506107
299
3022
SH
SOLE
0
0
3022
PROCTER & GAMBLE CO
COM
742718109
1725
21723
SH
SOLE
0
0
21723
PROGRESSIVE CORP OHIO
COM
743315103
424
13318
SH
SOLE
0
0
13318
PROSHARES TR
PSHS ULTSH 20YRS
74347B201
362
8203
SH
SOLE
0
0
8203
PROSHARES TR
ULTRA FNCLS NEW
74347X633
236
3320
SH
SOLE
0
0
3320
REALTY INCOME CORP
COM
756109104
271
5240
SH
SOLE
0
0
5240
RPM INTL INC
COM
749685103
400
9089
SH
SOLE
0
0
9089
RYDEX ETF TRUST
GUG S&P500 EQ WT
78355W106
209
2728
SH
SOLE
0
0
2728
SCHLUMBERGER LTD
COM
806857108
514
7373
SH
SOLE
0
0
7373
SELECT SECTOR SPDR TR
SBI INT-ENERGY
81369Y506
395
6557
SH
SOLE
0
0
6557
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
3674
84878
SH
SOLE
0
0
84878
SIRIUS XM HLDGS INC
COM
82968B103
172
42219
SH
SOLE
0
0
42219
SMUCKER J M CO
COM NEW
832696405
581
4711
SH
SOLE
0
0
4711
SOUTHERN CO
COM
842587107
375
8012
SH
SOLE
0
0
8012
SPDR GOLD TRUST
GOLD SHS
78463V107
213
2095
SH
SOLE
0
0
2095
SPDR INDEX SHS FDS
DJ GLB RL ES ETF
78463X749
857
18315
SH
SOLE
0
0
18315
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1615
7923
SH
SOLE
0
0
7923
SPDR SERIES TRUST
BARC SHT TR CP
78464A474
423
13928
SH
SOLE
0
0
13928
SPDR SERIES TRUST
BRCLYS INTER ETF
78464A672
375
6235
SH
SOLE
0
0
6235
SPDR SERIES TRUST
INTR TRM CORP BD
78464A375
371
11107
SH
SOLE
0
0
11107
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
1589
21599
SH
SOLE
0
0
21599
SPDR SERIES TRUST
WELLS FG PFD ETF
78464A292
635
14211
SH
SOLE
0
0
14211
SPECTRA ENERGY CORP
COM
847560109
297
12390
SH
SOLE
0
0
12390
SPROUTS FMRS MKT INC
COM
85208M102
216
8107
SH
SOLE
0
0
8107
TEGNA INC
COM
87901J105
248
9706
SH
SOLE
0
0
9706
TEXAS INSTRS INC
COM
882508104
226
4129
SH
SOLE
0
0
4129
THERMO FISHER SCIENTIFIC INC
COM
883556102
492
3471
SH
SOLE
0
0
3471
TIFFANY & CO NEW
COM
886547108
244
3200
SH
SOLE
0
0
3200
TIMKEN CO
COM
887389104
359
12566
SH
SOLE
0
0
12566
TIMKENSTEEL CORP
COM
887399103
101
12011
SH
SOLE
0
0
12011
U S GEOTHERMAL INC
COM
90338S102
10
15988
SH
SOLE
0
0
15988
UNITED STATES OIL FUND LP
UNITS
91232N108
525
47718
SH
SOLE
0
0
47718
UNITED TECHNOLOGIES CORP
COM
913017109
226
2348
SH
SOLE
0
0
2348
US BANCORP DEL
COM NEW
902973304
307
7184
SH
SOLE
0
0
7184
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
219
2747
SH
SOLE
0
0
2747
VANGUARD INDEX FDS
REIT ETF
922908553
2613
32770
SH
SOLE
0
0
32770
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
889
27177
SH
SOLE
0
0
27177
VANGUARD TAX MANAGED INTL FD
FTSE DEV MKT ETF
921943858
1578
42966
SH
SOLE
0
0
42966
VERIZON COMMUNICATIONS INC
COM
92343V104
2944
63680
SH
SOLE
0
0
63680
VISA INC
COM CL A
92826C839
1171
15098
SH
SOLE
0
0
15098
VODAFONE GROUP PLC NEW
SPNSR ADR NO PAR
92857W308
377
11668
SH
SOLE
0
0
11668
VOYA PRIME RATE TR
SH BEN INT
92913A100
709
140090
SH
SOLE
0
0
140090
WAL-MART STORES INC
COM
931142103
933
15226
SH
SOLE
0
0
15226
WELLS FARGO & CO NEW
COM
949746101
312
5743
SH
SOLE
0
0
5743
WELLTOWER INC
COM
95040Q104
551
8101
SH
SOLE
0
0
8101
WENDYS CO
COM
95058W100
280
26025
SH
SOLE
0
0
26025
WORTHINGTON INDS INC
COM
981811102
326
10823
SH
SOLE
0
0
10823
YUM BRANDS INC
COM
988498101
280
3841
SH
SOLE
0
0
3841