IPSWICH INVESTMENT MANAGEMENT COMPANY ., INC.

HTTP://WWW.IPSWICHINVESTMENT.COM IPSWICH, MA Investment Advisor How do I update this listing?

Ipswich Investment Management Company . is based out of Ipswich. Ipswich Investment Management Company . is a large advisory firm with 217 clients and discretionary assets under management (AUM) of $398,560,946 (Form ADV from 2018-07-01). Their last reported 13F filing for Q2 2019 included $313,170,000 in managed 13F securities and a top 10 holdings concentration of 27.72%. Ipswich Investment Management Company .'s largest holding is Microsoft Corp. with shares held of 100,730. Ipswich Investment Management Company . has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 43 13F filings

Subscription Required

Equal-WT
WhaleScore

?

62

S&P 500
WhaleScore

?

Subscription Required

Manager Weighted
WhaleScore

?
Download 13F Summary to Excel Create Email Alert

06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $313.17 Million
  • Prior Market Value $305.937 Million
  • New Purchases7 stocks
  • Additional Purchases44 stocks
  • Sold out of8 stocks
  • Reduced holdings in71 stocks
  • Top 10 Holdings % 27.72 %
  • Turnover % [1]:8.57%
  • Turnover Alt % [2]: 3.15 %
  • Time Held Top20:15.30 quarters
  • Time Held Top10:14.00 quarters
  • Time Held All:18.08 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 5.21%
Performance Last 4 Quarters: 8.04%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted
Click here to report any possible errors with this listing.
13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR/A (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Alexander M. Colby
Eric H. Jostrom
James R. McCall
Janell Phillips
Patricia A. Bowlin

View Last Form Adv Compilation Report on Record

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC
53 S. MAIN STREET
IPSWICH MA    01938-2321
Country: United States

Business Phone: 978-356-6333
Fax: 978-356-2176
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: MA
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 217
Amount of client funds and securities by related persons: 10,258,400
Total Number of clients from related persons: 6
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.

ownership team - last updated 2019-03-26
Name Title Start Date Direct/Indirect % Ownership
TITCOMB, ALBERT, CUSHING EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER 11/01/2014 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. SENIOR VICE PRESIDENT direct 2004-09-01
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. PRESIDENTAND CHIEF COMPLIANCE OFFICER direct 2005-12-01
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER direct 2007-01-01
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. PRESIDENTAND CHIEF COMPLIANCE OFFICER direct 2007-01-01
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER direct 2014-11-01
JOSTROM, ERIC, HARRISON CHAIRMAN & CHIEF INVESTMENT OFFICER 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
INDOCAM INTERNATIONAL INVESTMENT SERVICES DIRECTOR direct 1994-03-01
INDOCAM ASIA ADVISERS LTD. DIRECTOR direct 1994-03-01
BEACON FIDUCIARY ADVISORS, INC. SR. V.P. direct 1998-10-01
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. CHAIRMAN & CHIEF INVESTMENT OFFICER direct 2007-01-01
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. TRUSTEE direct 2007-01-01
BEACON FIDUCIARY ADVISORS INC SENIOR VICE PRESIDENT direct 1998-11-01 2001-02-02
BEACON FIDUCIARY ADVISORS, INC. TRUSTEE,SNR.V.P. direct 2001-12-01 2003-03-27
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. CO-CHAIRMAN & CHIEF INVESTMENT OFFICER direct 2007-01-01 2010-12-02
JOSTROM, ERIC, HARRISON TRUSTEE 01/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
INDOCAM INTERNATIONAL INVESTMENT SERVICES DIRECTOR direct 1994-03-01
INDOCAM ASIA ADVISERS LTD. DIRECTOR direct 1994-03-01
BEACON FIDUCIARY ADVISORS, INC. SR. V.P. direct 1998-10-01
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. CHAIRMAN & CHIEF INVESTMENT OFFICER direct 2007-01-01
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. TRUSTEE direct 2007-01-01
BEACON FIDUCIARY ADVISORS INC SENIOR VICE PRESIDENT direct 1998-11-01 2001-02-02
BEACON FIDUCIARY ADVISORS, INC. TRUSTEE,SNR.V.P. direct 2001-12-01 2003-03-27
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. CO-CHAIRMAN & CHIEF INVESTMENT OFFICER direct 2007-01-01 2010-12-02
COLBY, ALEXANDER, M. PRESIDENT, CEO & MANAGING DIRECTOR 11/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEACON FIDUCIARY ADVISORS, INC. SR. V.P/CHIEF COMPLIANCE OFFICER direct 1991-08-01
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. TRUSTEE direct 2006-09-01
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. PRESIDENT, CEO & MANAGING DIRECTOR direct 2014-11-01
BEACON FIDUCIARY ADVISORS INC SENIOR VICE PRESIDENT direct 1991-08-01 2001-02-02
BEACON FIDUCIARY ADVISORS, INC. TRUSTEE,SNR.V.P.,CLERK direct 2001-12-01 2003-03-27
BEACON FIDUCIARY ADVISORS, INC. SR. V.P. direct 1991-08-01 2005-01-28
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. TRUSTEE direct 2007-01-01 2014-03-24
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. SENIOR VICE PRESIDENT & MANAGING DIRECTOR direct 2007-01-01 2014-03-24
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. SENIOR VICE PRESIDENT & MANAGING DIRECTOR direct 2006-09-01 2014-04-11
COLBY, ALEXANDER, M. TRUSTEE 09/01/2006 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BEACON FIDUCIARY ADVISORS, INC. SR. V.P/CHIEF COMPLIANCE OFFICER direct 1991-08-01
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. TRUSTEE direct 2006-09-01
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. PRESIDENT, CEO & MANAGING DIRECTOR direct 2014-11-01
BEACON FIDUCIARY ADVISORS INC SENIOR VICE PRESIDENT direct 1991-08-01 2001-02-02
BEACON FIDUCIARY ADVISORS, INC. TRUSTEE,SNR.V.P.,CLERK direct 2001-12-01 2003-03-27
BEACON FIDUCIARY ADVISORS, INC. SR. V.P. direct 1991-08-01 2005-01-28
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. TRUSTEE direct 2007-01-01 2014-03-24
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. SENIOR VICE PRESIDENT & MANAGING DIRECTOR direct 2007-01-01 2014-03-24
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. SENIOR VICE PRESIDENT & MANAGING DIRECTOR direct 2006-09-01 2014-04-11
PHILLIPS, JANELL SENIOR VICE PRESIDENT 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON FINANCIAL MANAGEMENT INC VICE PRESIDENT direct 2006-07-01
BOSTON FINANCIAL MANAGEMENT INC MANAGING DIRECTOR direct 2006-07-01
BOSTON FINANCIAL MANAGEMENT LLC MANAGING DIRECTOR, MEMBER direct 2016-01-01
O'NEILL, KIERAN, THOMAS VP OPERATIONS 08/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. VP OPERATIONS direct 2008-08-01
BOWLIN, PATRICIA, ANNE SENIOR VICE PRESIDENT & MANAGING DIRECTOR 02/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. SENIOR VICE PRESIDENT & MANAGING DIRECTOR direct 2010-02-01
MCCALL, JAMES, R SENIOR VICE PRESIDENT 10/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. SENIOR VICE PRESIDENT direct 2012-10-01
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. SENIOR VICE PRESIDENT & MANAGING DIRECTOR direct 2012-10-01
LIGHTHOUSE ASSET MANAGEMENT LLC PRESIDENT & CHIEF COMPLIANCE OFFICER direct 1997-11-01
LIGHTHOUSE ASSET MANAGEMENT LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 1997-11-01

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.

ownership team - last updated 2018-06-12
Name Title Start Date Direct/Indirect % Ownership
TITCOMB, ALBERT, CUSHING EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER 11/01/2014 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. SENIOR VICE PRESIDENT direct 2004-09-01
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. PRESIDENTAND CHIEF COMPLIANCE OFFICER direct 2005-12-01
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER direct 2007-01-01
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. PRESIDENTAND CHIEF COMPLIANCE OFFICER direct 2007-01-01
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER direct 2014-11-01
JOSTROM, ERIC, HARRISON CHAIRMAN & CHIEF INVESTMENT OFFICER 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
INDOCAM INTERNATIONAL INVESTMENT SERVICES DIRECTOR direct 1994-03-01
INDOCAM ASIA ADVISERS LTD. DIRECTOR direct 1994-03-01
BEACON FIDUCIARY ADVISORS, INC. SR. V.P. direct 1998-10-01
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. CHAIRMAN & CHIEF INVESTMENT OFFICER direct 2007-01-01
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. TRUSTEE direct 2007-01-01
BEACON FIDUCIARY ADVISORS INC SENIOR VICE PRESIDENT direct 1998-11-01 2001-02-02
BEACON FIDUCIARY ADVISORS, INC. TRUSTEE,SNR.V.P. direct 2001-12-01 2003-03-27
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. CO-CHAIRMAN & CHIEF INVESTMENT OFFICER direct 2007-01-01 2010-12-02
JOSTROM, ERIC, HARRISON TRUSTEE 01/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
INDOCAM INTERNATIONAL INVESTMENT SERVICES DIRECTOR direct 1994-03-01
INDOCAM ASIA ADVISERS LTD. DIRECTOR direct 1994-03-01
BEACON FIDUCIARY ADVISORS, INC. SR. V.P. direct 1998-10-01
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. CHAIRMAN & CHIEF INVESTMENT OFFICER direct 2007-01-01
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. TRUSTEE direct 2007-01-01
BEACON FIDUCIARY ADVISORS INC SENIOR VICE PRESIDENT direct 1998-11-01 2001-02-02
BEACON FIDUCIARY ADVISORS, INC. TRUSTEE,SNR.V.P. direct 2001-12-01 2003-03-27
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. CO-CHAIRMAN & CHIEF INVESTMENT OFFICER direct 2007-01-01 2010-12-02
COLBY, ALEXANDER, M. PRESIDENT, CEO & MANAGING DIRECTOR 11/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BEACON FIDUCIARY ADVISORS, INC. SR. V.P/CHIEF COMPLIANCE OFFICER direct 1991-08-01
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. TRUSTEE direct 2006-09-01
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. PRESIDENT, CEO & MANAGING DIRECTOR direct 2014-11-01
BEACON FIDUCIARY ADVISORS INC SENIOR VICE PRESIDENT direct 1991-08-01 2001-02-02
BEACON FIDUCIARY ADVISORS, INC. TRUSTEE,SNR.V.P.,CLERK direct 2001-12-01 2003-03-27
BEACON FIDUCIARY ADVISORS, INC. SR. V.P. direct 1991-08-01 2005-01-28
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. TRUSTEE direct 2007-01-01 2014-03-24
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. SENIOR VICE PRESIDENT & MANAGING DIRECTOR direct 2007-01-01 2014-03-24
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. SENIOR VICE PRESIDENT & MANAGING DIRECTOR direct 2006-09-01 2014-04-11
COLBY, ALEXANDER, M. TRUSTEE 09/01/2006 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
BEACON FIDUCIARY ADVISORS, INC. SR. V.P/CHIEF COMPLIANCE OFFICER direct 1991-08-01
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. TRUSTEE direct 2006-09-01
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. PRESIDENT, CEO & MANAGING DIRECTOR direct 2014-11-01
BEACON FIDUCIARY ADVISORS INC SENIOR VICE PRESIDENT direct 1991-08-01 2001-02-02
BEACON FIDUCIARY ADVISORS, INC. TRUSTEE,SNR.V.P.,CLERK direct 2001-12-01 2003-03-27
BEACON FIDUCIARY ADVISORS, INC. SR. V.P. direct 1991-08-01 2005-01-28
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. TRUSTEE direct 2007-01-01 2014-03-24
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. SENIOR VICE PRESIDENT & MANAGING DIRECTOR direct 2007-01-01 2014-03-24
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. SENIOR VICE PRESIDENT & MANAGING DIRECTOR direct 2006-09-01 2014-04-11
O'NEILL, KIERAN, THOMAS VP OPERATIONS 08/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. VP OPERATIONS direct 2008-08-01
BOWLIN, PATRICIA, ANNE SENIOR VICE PRESIDENT & MANAGING DIRECTOR 02/01/2010 Direct less than 5%
Fund Name Position direct/indirect start date end date
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. SENIOR VICE PRESIDENT & MANAGING DIRECTOR direct 2010-02-01
MCCALL, JAMES, R SENIOR VICE PRESIDENT 10/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. SENIOR VICE PRESIDENT direct 2012-10-01
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. SENIOR VICE PRESIDENT & MANAGING DIRECTOR direct 2012-10-01
LIGHTHOUSE ASSET MANAGEMENT LLC PRESIDENT & CHIEF COMPLIANCE OFFICER direct 1997-11-01
LIGHTHOUSE ASSET MANAGEMENT LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 1997-11-01
PHILLIPS, JANELL SENIOR VICE PRESIDENT 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON FINANCIAL MANAGEMENT INC VICE PRESIDENT direct 2006-07-01
BOSTON FINANCIAL MANAGEMENT INC MANAGING DIRECTOR direct 2006-07-01
BOSTON FINANCIAL MANAGEMENT LLC MANAGING DIRECTOR, MEMBER direct 2016-01-01

WhaleScore history for IPSWICH INVESTMENT MANAGEMENT COMPANY ., INC.

You must have a subscription to view WhaleScore histories

Elevate your investments