Ipswich Investment Management’s Transocean RIG Stock Holding History

Ipswich Investment Management’s Portfolio RIG Stock Details RIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$81.2K	Hold	15,500	–	–	0.02%	186
2026 Q2	$75.8K	Hold	15,500	–	–	0.02%	190
2026 Q1	$103K	Buy	15,500 +1,000	+7%	+$5.63K	0.02%	185
2025 Q4	$59.9K	Hold	14,500	–	–	0.01%	185
2025 Q3	$45.2K	Hold	14,500	–	–	0.01%	184
2025 Q2	$37.6K	Hold	14,500	–	–	0.01%	184
2025 Q1	$46K	Sell	14,500 -1,000	-6%	-$3.51K	0.01%	185
2024 Q4	$58.1K	Buy	15,500 +1,000	+7%	+$4.15K	0.01%	184
2024 Q3	$61.6K	Hold	14,500	–	–	0.01%	190
2024 Q2	$77.6K	Hold	14,500	–	–	0.02%	183
2024 Q1	$91.1K	Hold	14,500	–	–	0.02%	194
2023 Q4	$92.1K	Sell	14,500 -3,300	-19%	-$22.1K	0.02%	184
2023 Q3	$146K	Hold	17,800	–	–	0.04%	182
2023 Q2	$125K	Hold	17,800	–	–	0.03%	187
2023 Q1	$113K	Sell	17,800 -500	-3%	-$3.21K	0.03%	185
2022 Q4	$83.4K	Hold	18,300	–	–	0.02%	178
2022 Q3	$45K	Sell	18,300 -4,100	-18%	-$13.1K	0.01%	170
2022 Q2	$75K	Hold	22,400	–	–	0.02%	175
2022 Q1	$102K	Sell	22,400 -2,000	-8%	-$7.61K	0.03%	188
2021 Q4	$67K	Hold	24,400	–	–	0.02%	200
2021 Q3	$92K	Hold	24,400	–	–	0.02%	195
2021 Q2	$110K	Hold	24,400	–	–	0.03%	193
2021 Q1	$87K	Hold	24,400	–	–	0.02%	182
2020 Q4	$56K	Buy	24,400 +2,000	+9%	+$2.94K	0.02%	176
2020 Q3	$18K	Hold	22,400	–	–	0.01%	170
2020 Q2	$41K	Buy	+22,400	New	+$34.8K	0.01%	163
2019 Q3	–	Sell	-29,690	Closed	-$190K	–	179
2019 Q2	$190K	Sell	29,690 -10,710	-27%	-$79.6K	0.06%	174
2019 Q1	$352K	Sell	40,400 -4,100	-9%	-$35.1K	0.12%	136
2018 Q4	$309K	Sell	44,500 -3,000	-6%	-$30.6K	0.11%	131
2018 Q3	$663K	Hold	47,500	–	–	0.22%	90
2018 Q2	$638K	Sell	47,500 -2,700	-5%	-$33.2K	0.29%	67
2018 Q1	$497K	Sell	50,200 -100	-0.2%	-$1.03K	0.21%	97
2017 Q4	$537K	Buy	50,300 +16,900	+51%	+$175K	0.23%	90
2017 Q3	$359K	Buy	+33,400	New	+$288K	0.16%	104

Other funds holding RIG

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FIM

Fruth Investment Management Houston, Texas $409M AUM 32.01% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Ipswich Investment Management's RIG Position: Q3 2026 in Review

Ipswich Investment Management held its Transocean (RIG) position steady in Q3 2026 at 15,500 shares worth $81.2K. The position accounts for 0.02% of the portfolio, ranked #186.

Ipswich Investment Management first reported a position in RIG in Q3 2017 and has held it in 34 quarters since. The position peaked at $663K in Q3 2018. 21 funds tracked by Wall St. Rank hold RIG as of Q3 2026.

Ipswich Investment Management held 15,500 shares of Transocean worth $81.2K as of Q3 2026.
Ipswich Investment Management left its Transocean share count unchanged in Q3 2026.
Transocean made up 0.02% of Ipswich Investment Management's portfolio in Q3 2026, its #186 holding.
Ipswich Investment Management first reported a position in Transocean in Q3 2017 and has held it in 34 quarters since.
Ipswich Investment Management's Transocean position peaked at $663K in Q3 2018.
21 funds tracked by Wall St. Rank held Transocean as of Q3 2026.

Based on Ipswich Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.