Ipswich Investment Management Co., Inc. Diversified Active

CIK: 0001463753 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Oct 25, 2013

Total Value ($000): $222,305 (100.0% shares, 0.0% debt)

Holdings (140)

XOM EXXON MOBIL CORP 5.1%
Value ($000) $11,382 Shares 132,286 Est. Cost $53.69 Unrealized +0.9%
SLB SCHLUMBERGER LTD 2.9%
Value ($000) $6,507 Shares 73,647 Est. Cost $52.90 Unrealized +11.5%
CVX CHEVRON CORP NEW 2.7%
Value ($000) $6,082 Shares 50,059 Est. Cost $71.30 Unrealized +2.5%
MSFT MICROSOFT CORP 2.3%
Value ($000) $5,196 Shares 156,132 Est. Cost $26.70 Unrealized +1.1%
NVS NOVARTIS A G 2.3%
Value ($000) $5,127 Shares 66,843 Est. Cost $70.73 Unrealized
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $5,077 Shares 58,562 Est. Cost $59.66 Unrealized +6.5%
KO COCA COLA CO 2.2%
Value ($000) $4,883 Shares 128,918 Est. Cost $27.85 Unrealized -3.9%
UNP UNION PAC CORP 2.1%
Value ($000) $4,606 Shares 29,655 Est. Cost $57.06 Unrealized +5.4%
EMR EMERSON ELEC CO 2.1%
Value ($000) $4,594 Shares 71,001 Est. Cost $40.02 Unrealized +9.5%
TOTAL S A 2.0%
Value ($000) $4,512 Shares 77,887 Est. Cost $48.70 Unrealized
UNITED TECHNOLOGIES CORP 2.0%
Value ($000) $4,475 Shares 41,498 Est. Cost $92.93 Unrealized
ACE LTD 2.0%
Value ($000) $4,454 Shares 47,609 Est. Cost $89.46 Unrealized
ROYAL DUTCH SHELL PLC 2.0%
Value ($000) $4,434 Shares 67,518 Est. Cost $63.81 Unrealized
INTC INTEL CORP 2.0%
Value ($000) $4,380 Shares 191,060 Est. Cost $17.18 Unrealized -1.6%
PG PROCTER & GAMBLE CO 1.9%
Value ($000) $4,200 Shares 55,568 Est. Cost $55.00 Unrealized +2.2%
AMGN AMGEN INC 1.9%
Value ($000) $4,167 Shares 37,235 Est. Cost $73.34 Unrealized +5.0%
CAMERON INTERNATIONAL CORP 1.8%
Value ($000) $3,970 Shares 68,022 Est. Cost $61.16 Unrealized
GLAXOSMITHKLINE PLC 1.8%
Value ($000) $3,914 Shares 78,016 Est. Cost $49.98 Unrealized
MKC MCCORMICK & CO INC 1.7%
Value ($000) $3,776 Shares 58,381 Est. Cost $28.19 Unrealized -2.1%
IWV ISHARES 1.7%
Value ($000) $3,744 Shares 37,020 Est. Cost $101.13 Unrealized
WHR WHIRLPOOL CORP 1.6%
Value ($000) $3,656 Shares 24,968 Est. Cost $121.58 Unrealized +8.8%
HMN HORACE MANN EDUCATORS CORP N 1.6%
Value ($000) $3,601 Shares 126,880 Est. Cost $23.24 Unrealized +17.7%
SYNGENTA AG 1.6%
Value ($000) $3,497 Shares 43,022 Est. Cost $77.91 Unrealized
TROW PRICE T ROWE GROUP INC 1.6%
Value ($000) $3,474 Shares 48,308 Est. Cost $47.69 Unrealized -0.3%
IBM INTERNATIONAL BUSINESS MACHS 1.5%
Value ($000) $3,262 Shares 17,614 Est. Cost $118.94 Unrealized -6.2%
E M C CORP MASS 1.4%
Value ($000) $3,172 Shares 124,103 Est. Cost $23.62 Unrealized
CAT CATERPILLAR INC DEL 1.4%
Value ($000) $3,012 Shares 36,103 Est. Cost $61.55 Unrealized +0.1%
GOOGLE INC 1.3%
Value ($000) $2,991 Shares 3,414 Est. Cost $880.40 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 1.3%
Value ($000) $2,926 Shares 94,028 Est. Cost $22.20 Unrealized +8.7%
QCOM QUALCOMM INC 1.3%
Value ($000) $2,924 Shares 43,448 Est. Cost $46.56 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 1.3%
Value ($000) $2,923 Shares 49,280 Est. Cost $44.38 Unrealized +0.4%
GENERAL ELECTRIC CO 1.3%
Value ($000) $2,869 Shares 120,133 Est. Cost $23.19 Unrealized
DE DEERE & CO 1.3%
Value ($000) $2,816 Shares 34,603 Est. Cost $68.04 Unrealized -3.1%
PEP PEPSICO INC 1.2%
Value ($000) $2,698 Shares 33,947 Est. Cost $56.00 Unrealized +1.4%
EOG EOG RES INC 1.2%
Value ($000) $2,683 Shares 15,848 Est. Cost $56.38 Unrealized 0.0%
PROSPECT CAPITAL CORPORATION 1.2%
Value ($000) $2,591 Shares 232,092 Est. Cost $10.80 Unrealized
YAHOO INC 1.1%
Value ($000) $2,470 Shares 74,480 Est. Cost $25.14 Unrealized
DUKE ENERGY CORP NEW 1.1%
Value ($000) $2,379 Shares 35,619 Est. Cost $67.50 Unrealized
PRECISION CASTPARTS CORP 1.1%
Value ($000) $2,375 Shares 10,454 Est. Cost $225.98 Unrealized
EATON VANCE CORP 1.0%
Value ($000) $2,331 Shares 60,010 Est. Cost $37.58 Unrealized
AIG AMERICAN INTL GROUP INC 1.0%
Value ($000) $2,293 Shares 47,152 Est. Cost $34.88 Unrealized +3.3%
ABBNY ABB LTD 1.0%
Value ($000) $2,262 Shares 95,890 Est. Cost $21.66 Unrealized
MRK MERCK & CO INC NEW 1.0%
Value ($000) $2,243 Shares 47,101 Est. Cost $30.02 Unrealized +3.2%
POTASH CORP SASK INC 0.9%
Value ($000) $2,107 Shares 67,348 Est. Cost $35.64 Unrealized
WESTPORT INNOVATIONS INC 0.8%
Value ($000) $1,867 Shares 77,200 Est. Cost $33.40 Unrealized
T AT&T INC 0.8%
Value ($000) $1,710 Shares 50,580 Est. Cost $11.40 Unrealized -3.9%
AAPL APPLE INC 0.8%
Value ($000) $1,699 Shares 3,565 Est. Cost $13.16 Unrealized +8.5%
BROADSOFT INC 0.7%
Value ($000) $1,639 Shares 45,409 Est. Cost $27.61 Unrealized
BHP BHP BILLITON LTD 0.7%
Value ($000) $1,479 Shares 22,240 Est. Cost $57.67 Unrealized
BMY BRISTOL MYERS SQUIBB CO 0.7%
Value ($000) $1,472 Shares 31,784 Est. Cost $28.67 Unrealized +1.9%
JPM JPMORGAN CHASE & CO 0.7%
Value ($000) $1,468 Shares 28,382 Est. Cost $36.24 Unrealized +6.3%
MCD MCDONALDS CORP 0.7%
Value ($000) $1,450 Shares 15,083 Est. Cost $71.80 Unrealized -1.7%
AKAM AKAMAI TECHNOLOGIES INC 0.6%
Value ($000) $1,419 Shares 27,450 Est. Cost $41.91 Unrealized +12.5%
HON HONEYWELL INTL INC 0.6%
Value ($000) $1,324 Shares 15,938 Est. Cost $53.13 Unrealized +8.2%
VRTX VERTEX PHARMACEUTICALS INC 0.5%
Value ($000) $1,220 Shares 16,096 Est. Cost $73.64 Unrealized +8.1%
RPX CORP 0.5%
Value ($000) $1,174 Shares 66,978 Est. Cost $16.80 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $1,093 Shares 38,026 Est. Cost $16.46 Unrealized -0.6%
SIEGY SIEMENS A G 0.5%
Value ($000) $1,021 Shares 8,480 Est. Cost $101.27 Unrealized
FLR FLUOR CORP NEW 0.5%
Value ($000) $1,011 Shares 14,250 Est. Cost $53.56 Unrealized +7.0%
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $998 Shares 21,397 Est. Cost $27.04 Unrealized -3.4%
ARTNA ARTESIAN RESOURCES CORP 0.4%
Value ($000) $964 Shares 43,285 Est. Cost $15.10 Unrealized +2.1%
HSY HERSHEY CO 0.4%
Value ($000) $936 Shares 10,120 Est. Cost $65.69 Unrealized +6.1%
ORCL ORACLE CORP 0.4%
Value ($000) $890 Shares 26,826 Est. Cost $27.58 Unrealized -1.9%
EFA ISHARES 0.4%
Value ($000) $840 Shares 13,156 Est. Cost $63.85 Unrealized
OXY OCCIDENTAL PETE CORP DEL 0.4%
Value ($000) $822 Shares 8,795 Est. Cost $57.83 Unrealized +2.4%
MILLENNIAL MEDIA INC 0.3%
Value ($000) $752 Shares 106,556 Est. Cost $8.67 Unrealized
SAN BANCO SANTANDER SA 0.3%
Value ($000) $752 Shares 92,024 Est. Cost $6.50 Unrealized
NEM NEWMONT MINING CORP 0.3%
Value ($000) $715 Shares 25,442 Est. Cost $25.31 Unrealized -10.7%
SO SOUTHERN CO 0.3%
Value ($000) $698 Shares 16,954 Est. Cost $26.74 Unrealized -5.3%
HSBC HSBC HLDGS PLC 0.3%
Value ($000) $679 Shares 12,509 Est. Cost $51.96 Unrealized
KINDER MORGAN ENERGY PARTNER 0.3%
Value ($000) $669 Shares 8,375 Est. Cost $85.33 Unrealized
BAX BAXTER INTL INC 0.3%
Value ($000) $661 Shares 10,074 Est. Cost $30.42 Unrealized +2.1%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $632 Shares 10,050 Est. Cost $36.40 Unrealized +14.1%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $617 Shares 8,169 Est. Cost $59.62 Unrealized +6.1%
MARATHON OIL CORP 0.3%
Value ($000) $604 Shares 17,315 Est. Cost $34.56 Unrealized
FCX FREEPORT-MCMORAN COPPER & GO 0.3%
Value ($000) $586 Shares 17,710 Est. Cost $24.45 Unrealized +5.0%
COP CONOCOPHILLIPS 0.3%
Value ($000) $581 Shares 8,346 Est. Cost $39.96 Unrealized +11.3%
NOC NORTHROP GRUMMAN CORP 0.3%
Value ($000) $572 Shares 6,000 Est. Cost $62.64 Unrealized +19.5%
SBUX STARBUCKS CORP 0.3%
Value ($000) $570 Shares 7,410 Est. Cost $24.47 Unrealized +15.5%
CHUBB CORP 0.2%
Value ($000) $542 Shares 6,070 Est. Cost $84.68 Unrealized
BMO BANK MONTREAL QUE 0.2%
Value ($000) $541 Shares 8,100 Est. Cost $36.25 Unrealized +4.7%
MPC MARATHON PETE CORP 0.2%
Value ($000) $532 Shares 8,275 Est. Cost $27.55 Unrealized -11.5%
PHG KONINKLIJKE PHILIPS N V 0.2%
Value ($000) $532 Shares 16,499 Est. Cost $27.21 Unrealized
DU PONT E I DE NEMOURS & CO 0.2%
Value ($000) $525 Shares 8,969 Est. Cost $52.46 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $513 Shares 6,768 Est. Cost $56.05 Unrealized +3.2%
MO ALTRIA GROUP INC 0.2%
Value ($000) $504 Shares 14,670 Est. Cost $16.28 Unrealized -0.7%
GIS GENERAL MLS INC 0.2%
Value ($000) $497 Shares 10,366 Est. Cost $31.98 Unrealized +2.9%
LLY LILLY ELI & CO 0.2%
Value ($000) $466 Shares 9,255 Est. Cost $42.21 Unrealized -2.9%
CIGNA CORPORATION 0.2%
Value ($000) $465 Shares 6,049 Est. Cost $72.41 Unrealized
WFC WELLS FARGO & CO NEW 0.2%
Value ($000) $463 Shares 11,215 Est. Cost $27.36 Unrealized +10.3%
SVB FINL GROUP 0.2%
Value ($000) $462 Shares 5,350 Est. Cost $83.36 Unrealized
MONSANTO CO NEW 0.2%
Value ($000) $461 Shares 4,419 Est. Cost $98.89 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $460 Shares 19,713 Est. Cost $15.24 Unrealized +11.1%
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $437 Shares 4,824 Est. Cost $56.98 Unrealized +10.0%
TECO ENERGY INC 0.2%
Value ($000) $429 Shares 25,930 Est. Cost $17.20 Unrealized
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $424 Shares 3,685 Est. Cost $86.56 Unrealized +5.9%
CVS CVS CAREMARK CORPORATION 0.2%
Value ($000) $411 Shares 7,258 Est. Cost $41.44 Unrealized +3.2%
TJX TJX COS INC NEW 0.2%
Value ($000) $409 Shares 7,251 Est. Cost $20.82 Unrealized +8.2%
AMZN AMAZON COM INC 0.2%
Value ($000) $406 Shares 1,300 Est. Cost $13.32 Unrealized +11.9%
EXPRESS SCRIPTS HLDG CO 0.2%
Value ($000) $397 Shares 6,428 Est. Cost $61.76 Unrealized
MMM 3M CO 0.2%
Value ($000) $395 Shares 3,300 Est. Cost $61.26 Unrealized +7.7%
CSX CSX CORP 0.2%
Value ($000) $339 Shares 13,180 Est. Cost $6.66 Unrealized +3.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $333 Shares 6,050 Est. Cost $37.50 Unrealized -3.0%
TIFFANY & CO NEW 0.1%
Value ($000) $327 Shares 4,274 Est. Cost $72.77 Unrealized
VRSK VERISK ANALYTICS INC 0.1%
Value ($000) $324 Shares 5,000 Est. Cost $57.10 Unrealized +5.6%
BXP BOSTON PROPERTIES INC 0.1%
Value ($000) $302 Shares 2,820 Est. Cost $64.00 Unrealized -1.9%
C CITIGROUP INC 0.1%
Value ($000) $298 Shares 6,153 Est. Cost $35.76 Unrealized +5.2%
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $297 Shares 790 Est. Cost $55.09 Unrealized -19.8%
O REILLY AUTOMOTIVE INC NEW 0.1%
Value ($000) $281 Shares 2,200 Est. Cost $112.73 Unrealized
BP BP PLC 0.1%
Value ($000) $281 Shares 6,681 Est. Cost $41.76 Unrealized
SEADRILL LIMITED 0.1%
Value ($000) $270 Shares 6,000 Est. Cost $40.76 Unrealized
NOBLE CORPORATION BAAR 0.1%
Value ($000) $265 Shares 7,000 Est. Cost $37.57 Unrealized
CELGENE CORP 0.1%
Value ($000) $262 Shares 1,700 Est. Cost $154.12 Unrealized
ABBVIE INC 0.1%
Value ($000) $262 Shares 5,850 Est. Cost $41.37 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $260 Shares 3,250 Est. Cost $14.15 Unrealized +4.9%
SYK STRYKER CORP 0.1%
Value ($000) $255 Shares 3,760 Est. Cost $56.92 Unrealized +4.4%
RYN RAYONIER INC 0.1%
Value ($000) $255 Shares 4,575 Est. Cost $55.74 Unrealized
PRICELINE COM INC 0.1%
Value ($000) $253 Shares 250 Est. Cost $828.00 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $252 Shares 4,070 Est. Cost $20.11 Unrealized +11.7%
SEAGATE TECHNOLOGY PLC 0.1%
Value ($000) $245 Shares 5,600 Est. Cost $44.82 Unrealized
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $244 Shares 3,300 Est. Cost $59.51 Unrealized -8.9%
NORDSTROM INC 0.1%
Value ($000) $243 Shares 4,321 Est. Cost $59.94 Unrealized
RVTY PERKINELMER INC 0.1%
Value ($000) $242 Shares 6,400 Est. Cost $31.21 Unrealized +9.9%
CITRIX SYS INC 0.1%
Value ($000) $233 Shares 3,300 Est. Cost $70.61 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $227 Shares 2,980 Est. Cost $49.85 Unrealized +9.9%
PSX PHILLIPS 66 0.1%
Value ($000) $221 Shares 3,820 Est. Cost $40.44 Unrealized -7.3%
TGT TARGET CORP 0.1%
Value ($000) $221 Shares 3,450 Est. Cost $47.95 Unrealized -1.6%
REGN REGENERON PHARMACEUTICALS 0.1%
Value ($000) $219 Shares 700 Est. Cost $261.58 Unrealized 0.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $219 Shares 3,400 Est. Cost $56.11 Unrealized +1.5%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $215 Shares 2,292 Est. Cost $63.06 Unrealized -3.1%
D DOMINION RES INC VA NEW 0.1%
Value ($000) $209 Shares 3,348 Est. Cost $35.33 Unrealized 0.0%
EDWARDS LIFESCIENCES CORP 0.1%
Value ($000) $206 Shares 2,961 Est. Cost $69.57 Unrealized
POWERSHARES QQQ TRUST 0.1%
Value ($000) $205 Shares 2,601 Est. Cost $78.82 Unrealized
COR AMERISOURCEBERGEN CORP 0.1%
Value ($000) $201 Shares 3,299 Est. Cost $42.09 Unrealized 0.0%
TAP MOLSON COORS BREWING CO 0.1%
Value ($000) $201 Shares 4,000 Est. Cost $37.26 Unrealized 0.0%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value ($000) $191 Shares 17,070 Est. Cost $8.44 Unrealized
PENGROWTH ENERGY CORP 0.1%
Value ($000) $175 Shares 29,505 Est. Cost $4.95 Unrealized
NEW YORK CMNTY BANCORP INC 0.1%
Value ($000) $168 Shares 11,150 Est. Cost $13.99 Unrealized
GLW CORNING INC 0.1%
Value ($000) $146 Shares 10,040 Est. Cost $10.49 Unrealized +2.5%
FRONTIER COMMUNICATIONS CORP 0.0%
Value ($000) $68 Shares 16,289 Est. Cost $4.05 Unrealized