IRONWOOD INVESTMENT COUNSEL, LLC

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Ironwood Investment Counsel is based out of Scottsdale. Ironwood Investment Counsel is a large advisory firm with 499 clients and discretionary assets under management (AUM) of $947,558,564 (Form ADV from 2019-10-21). Their last reported 13F filing for Q3 2019 included $271,323,000 in managed 13F securities and a top 10 holdings concentration of 31.11%. Ironwood Investment Counsel's largest holding is Microsoft Corp. with shares held of 125,252. Ironwood Investment Counsel has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 59 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $271.323 Million
  • Prior Market Value $262.395 Million
  • New Purchases9 stocks
  • Additional Purchases55 stocks
  • Sold out of1 stock
  • Reduced holdings in65 stocks
  • Top 10 Holdings % 31.11 %
  • Turnover % [1]:5.99%
  • Turnover Alt % [2]: 3.78 %
  • Time Held Top20:17.05 quarters
  • Time Held Top10:24.20 quarters
  • Time Held All:22.63 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 2019-11-14

Performance for Q3 2019: 5.04%
Performance Last 4 Quarters: 10.7%
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

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR/A (Subscription required)
  • 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 (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)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)
  • 2007-09-30 - 13F-HR (Subscription required)
  • 2007-06-30 - 13F-HR (Subscription required)
  • 2007-03-31 - 13F-HR (Subscription required)
  • 2006-12-31 - 13F-HR (Subscription required)
  • 2006-09-30 - 13F-HR (Subscription required)
  • 2006-06-30 - 13F-HR (Subscription required)
  • 2006-03-31 - 13F-HR (Subscription required)
  • 2005-12-31 - 13F-HR (Subscription required)
  • 2005-09-30 - 13F-HR (Subscription required)
  • 2005-06-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

IRONWOOD INVESTMENT COUNSEL, LLC
14646 N. KIERLAND BLVD SUITE 135
SCOTTSDALE AZ    85254-2762
Country: United States

Business Phone: 602-493-4042
Fax: 602-493-4045
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: AZ
Number of employees: 12
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities: 32,104,200
Total Number of Clients: 499
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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IRONWOOD INVESTMENT COUNSEL, LLC

ownership team - last updated 2019-03-12
Name Title Start Date Direct/Indirect % Ownership
ALSTON, PAUL, WARREN MANAGING PARTNER/CHIEF COMPLIANCE OFFICER 02/01/2001 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
IRONWOOD INVESTMENT COUNSEL, LLC MANAGING PARTNER/CHIEF COMPLIANCE OFFICER direct 2001-02-01
ALSTON & SHIFFRA CAPITAL MANAGEMENT, LLC MANAGING DIRECTOR direct 2001-02-01 2005-03-30
IRONWOOD INVESTMENT COUNSEL, LLC MANAGING PARTNER/COMPLIANCE OFFICER direct 2001-02-01 2005-05-13
SHIFFRA, JEFFREY, EDWARD MANAGING PARTNER 02/01/2001 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
IRONWOOD INVESTMENT COUNSEL, LLC MANAGING PARTNER direct 2001-02-01
ALSTON & SHIFFRA CAPITAL MANAGEMENT, LLC MANAGING DIRECTOR direct 2001-02-01 2005-03-30
WILLIAMS, BRUCE, CONKLIN PARTNER 02/01/2003 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
IRONWOOD INVESTMENT COUNSEL, LLC MANAGING DIRECTOR direct 2003-02-01
IRONWOOD INVESTMENT COUNSEL, LLC PARTNER direct 2003-02-01
IRONWOOD INVESTMENT COUNSEL, LLC MANAGING PARTNER direct 2003-02-01
CARTER, MATTHEW, JEFFERSON PARTNER 12/01/2005 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
IRONWOOD INVESTMENT COUNSEL, LLC PARTNER direct 2005-12-01
FELDMAN, MARK D. DIRECTOR direct 2002-05-01

IRONWOOD INVESTMENT COUNSEL, LLC

ownership team - last updated 2017-11-08
Name Title Start Date Direct/Indirect % Ownership
ALSTON, PAUL, WARREN MANAGING PARTNER/CHIEF COMPLIANCE OFFICER 02/01/2001 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
IRONWOOD INVESTMENT COUNSEL, LLC MANAGING PARTNER/CHIEF COMPLIANCE OFFICER direct 2001-02-01
ALSTON & SHIFFRA CAPITAL MANAGEMENT, LLC MANAGING DIRECTOR direct 2001-02-01 2005-03-30
IRONWOOD INVESTMENT COUNSEL, LLC MANAGING PARTNER/COMPLIANCE OFFICER direct 2001-02-01 2005-05-13
SHIFFRA, JEFFREY, EDWARD MANAGING PARTNER 02/01/2001 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
IRONWOOD INVESTMENT COUNSEL, LLC MANAGING PARTNER direct 2001-02-01
ALSTON & SHIFFRA CAPITAL MANAGEMENT, LLC MANAGING DIRECTOR direct 2001-02-01 2005-03-30
WILLIAMS, BRUCE, CONKLIN PARTNER 02/01/2003 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
IRONWOOD INVESTMENT COUNSEL, LLC MANAGING DIRECTOR direct 2003-02-01
IRONWOOD INVESTMENT COUNSEL, LLC PARTNER direct 2003-02-01
IRONWOOD INVESTMENT COUNSEL, LLC MANAGING PARTNER direct 2003-02-01
CARTER, MATTHEW, JEFFERSON PARTNER 12/01/2005 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
IRONWOOD INVESTMENT COUNSEL, LLC PARTNER direct 2005-12-01
FELDMAN, MARK D. DIRECTOR direct 2002-05-01

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