Operations Manager

0001172661-17-000993.txt : 20170510 0001172661-17-000993.hdr.sgml : 20170510 20170509211828 ACCESSION NUMBER: 0001172661-17-000993 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170510 DATE AS OF CHANGE: 20170509 EFFECTIVENESS DATE: 20170510 FILER: COMPANY DATA: COMPANY CONFORMED NAME: EVERGREEN CAPITAL MANAGEMENT LLC CENTRAL INDEX KEY: 0001260824 IRS NUMBER: 911962899 STATE OF INCORPORATION: WA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-10541 FILM NUMBER: 17828270 BUSINESS ADDRESS: STREET 1: 10500 NE 8TH STREET, SUITE 950 CITY: BELLEVUE STATE: WA ZIP: 98004 BUSINESS PHONE: 4254674600 MAIL ADDRESS: STREET 1: 10500 NE 8TH STREET, SUITE 950 CITY: BELLEVUE STATE: WA ZIP: 98004 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001260824 XXXXXXXX 03-31-2017 03-31-2017 false EVERGREEN CAPITAL MANAGEMENT LLC

10500 NE 8th Street, Suite 950 Bellevue WA 98004

13F HOLDINGS REPORT 028-10541 N Stephen V Conway Operations Manager 425-467-4609 /s/ Stephen V Conway Bellevue WA 05-09-2017 0 161 480200 INFORMATION TABLE 2 infotable.xml 8POINT3 ENERGY PARTNERS LP CL A RPT LTDPT 282539105 7675 565590 SH SOLE 542495 0 23095 8POINT3 ENERGY PARTNERS LP CL A RPT LTDPT 282539105 3 200 SH OTR 0 0 200 ABBVIE INC COM 00287Y109 241 3695 SH SOLE 3695 0 0 ALPHABET INC CAP STK CL A 02079K305 439 518 SH SOLE 516 0 2 ALPHABET INC CAP STK CL C 02079K107 2 2 SH OTR 0 0 2 ALPHABET INC CAP STK CL C 02079K107 3024 3645 SH SOLE 3449 0 196 ALPS ETF TR ALERIAN MLP 00162Q866 11 880 SH OTR 0 0 880 ALPS ETF TR ALERIAN MLP 00162Q866 3862 303880 SH SOLE 284060 0 19820 AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 2407 169840 SH SOLE 159140 0 10700 AMERICA MOVIL SAB DE CV SPON ADR L SHS 02364W105 1 100 SH OTR 0 0 100 APPLE INC COM 037833100 93 645 SH OTR 0 0 645 APPLE INC COM 037833100 4734 32950 SH SOLE 31425 0 1525 AT&T INC COM 00206R102 2 56 SH OTR 0 0 56 AT&T INC COM 00206R102 2668 64223 SH SOLE 60854 0 3369 BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 2 225 SH OTR 0 0 225 BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR 05946K101 3116 409478 SH SOLE 387978 0 21500 BANK NEW YORK MELLON CORP COM 064058100 91 1926 SH OTR 0 0 1926 BANK NEW YORK MELLON CORP COM 064058100 5312 112480 SH SOLE 106565 0 5915 BECTON DICKINSON & CO COM 075887109 3405 18563 SH SOLE 17628 0 935 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2876 17257 SH SOLE 15477 0 1780 BOEING CO COM 097023105 380 2150 SH SOLE 2150 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 301 5533 SH SOLE 5433 0 100 BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 137 2000 SH OTR 0 0 2000 BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 8546 124650 SH SOLE 118825 0 5825 CENTRAL FD CDA LTD CL A 153501101 1 100 SH OTR 0 0 100 CENTRAL FD CDA LTD CL A 153501101 5504 428020 SH SOLE 408920 0 19100 CHEVRON CORP NEW COM 166764100 1028 9572 SH SOLE 9572 0 0 CVS HEALTH CORP COM 126650100 1 15 SH OTR 0 0 15 CVS HEALTH CORP COM 126650100 2577 32829 SH SOLE 31094 0 1735 DCP MIDSTREAM LP COM UT LTD PTN 23311P100 314 8000 SH OTR 0 0 8000 DCP MIDSTREAM LP COM UT LTD PTN 23311P100 3515 89595 SH SOLE 86595 0 3000 DELL TECHNOLOGIES INC COM CL V 24703l103 1690 26380 SH SOLE 25010 0 1370 DELL TECHNOLOGIES INC COM CL V 24703l103 1 14 SH OTR 0 0 14 DISNEY WALT CO COM DISNEY 254687106 73 641 SH OTR 0 0 641 DISNEY WALT CO COM DISNEY 254687106 1643 14489 SH SOLE 13974 0 515 ENABLE MIDSTREAM PARTNERS LP COM UNIT RP IN 292480100 8015 480200 SH SOLE 460030 0 20170 ENLINK MIDSTREAM PARTNERS LP COM UNIT REP LTD 29336u107 7067 386185 SH SOLE 370160 0 16025 ENTERPRISE PRODS PARTNERS L COM 293792107 1127 40824 SH OTR 0 0 40824 ENTERPRISE PRODS PARTNERS L COM 293792107 15704 568773 SH SOLE 545248 0 23525 EXXON MOBIL CORP COM 30231G102 60 730 SH OTR 0 0 730 EXXON MOBIL CORP COM 30231G102 1005 12256 SH SOLE 12256 0 0 FEDEX CORP COM 31428X106 2 10 SH OTR 0 0 10 FEDEX CORP COM 31428X106 2922 14972 SH SOLE 14182 0 790 GASLOG PARTNERS LP UNIT LTD PTNRP Y2687W108 3 125 SH OTR 0 0 125 GASLOG PARTNERS LP UNIT LTD PTNRP Y2687W108 1212 49459 SH SOLE 45409 0 4050 GENERAL ELECTRIC CO COM 369604103 1 40 SH OTR 0 0 40 GENERAL ELECTRIC CO COM 369604103 3593 120586 SH SOLE 115866 0 4720 GENESIS ENERGY L P UNIT LTD PARTN 371927104 6430 198335 SH SOLE 190670 0 7665 GILEAD SCIENCES INC COM 375558103 1 15 SH OTR 0 0 15 GILEAD SCIENCES INC COM 375558103 2138 31480 SH SOLE 29695 0 1785 INTEL CORP COM 458140100 56 1546 SH OTR 0 0 1546 INTEL CORP COM 458140100 354 9827 SH SOLE 9827 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 719 4130 SH SOLE 4130 0 0 ISHARES INC MSCI JPN ETF NEW 46434G822 1 25 SH OTR 0 0 25 ISHARES INC MSCI JPN ETF NEW 46434G822 2453 47622 SH SOLE 44993 0 2629 ISHARES SILVER TRUST ISHARES 46428Q109 819 47500 SH SOLE 45200 0 2300 ISHARES TR 1-3 YR TR BD ETF 464287457 2476 29300 SH SOLE 29300 0 0 ISHARES TR 20 YR TR BD ETF 464287432 8 70 SH OTR 0 0 70 ISHARES TR 20 YR TR BD ETF 464287432 23466 194400 SH SOLE 185280 0 9120 ISHARES TR 7-10YR TR BD ETF 464287440 4928 46669 SH SOLE 42814 0 3855 ISHARES TR 7-10YR TR BD ETF 464287440 2 20 SH OTR 0 0 20 ISHARES TR IBOXX INV CP ETF 464287242 17 140 SH OTR 0 0 140 ISHARES TR IBOXX INV CP ETF 464287242 14408 122198 SH SOLE 112128 0 10070 ISHARES TR MSCI EAFE ETF 464287465 465 7463 SH SOLE 7463 0 0 ISHARES TR S&P 100 ETF 464287101 95 911 SH OTR 0 0 911 ISHARES TR S&P 100 ETF 464287101 1569 14986 SH SOLE 14986 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 47 355 SH OTR 0 0 355 ISHARES TR S&P 500 GRWT ETF 464287309 11244 85494 SH SOLE 79884 0 5610 ISHARES TR U.S. PFD STK ETF 464288687 2 50 SH OTR 0 0 50 ISHARES TR U.S. PFD STK ETF 464288687 3008 77720 SH SOLE 70870 0 6850 JOHNSON & JOHNSON COM 478160104 69 551 SH OTR 0 0 551 JOHNSON & JOHNSON COM 478160104 5473 43942 SH SOLE 41699 0 2243 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 45 1385 SH OTR 0 0 1385 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 22500 696592 SH SOLE 648067 0 48525 JPMORGAN CHASE & CO COM 46625H100 527 6002 SH SOLE 6002 0 0 LENDINGCLUB CORP COM 52603A109 1 200 SH OTR 0 0 200 LENDINGCLUB CORP COM 52603A109 2071 377235 SH SOLE 355705 0 21530 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 669 8700 SH SOLE 8500 0 200 MCKESSON CORP COM 58155Q103 288 1940 SH SOLE 1940 0 0 MEDICAL PPTYS TRUST INC COM 58463J304 551 42775 SH SOLE 42450 0 325 MEDICAL PPTYS TRUST INC COM 58463J304 6 500 SH OTR 0 0 500 MEDTRONIC PLC SHS G5960L103 26 320 SH OTR 0 0 320 MEDTRONIC PLC SHS G5960L103 2810 34879 SH SOLE 33259 0 1620 MICROSOFT CORP COM 594918104 110 1670 SH OTR 0 0 1670 MICROSOFT CORP COM 594918104 7788 118247 SH SOLE 113812 0 4435 MOSAIC CO NEW COM 61945C103 1 50 SH OTR 0 0 50 MOSAIC CO NEW COM 61945C103 2495 85498 SH SOLE 81123 0 4375 NAVIGATOR HOLDINGS LTD SHS Y62132108 1 100 SH OTR 0 0 100 NAVIGATOR HOLDINGS LTD SHS Y62132108 3250 236355 SH SOLE 223780 0 12575 NEW GOLD INC CDA COM 644535106 1 350 SH OTR 0 0 350 NEW GOLD INC CDA COM 644535106 1804 605350 SH SOLE 571850 0 33500 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 9246 279095 SH SOLE 274765 0 4330 NEXTERA ENERGY PARTNERS LP COM UNIT PART IN 65341B106 5 160 SH OTR 0 0 160 NGL ENERGY PARTNERS LP COM UNIT REPST 62913M107 3027 133950 SH SOLE 125700 0 8250 NORDSTROM INC COM 655664100 7342 157653 SH SOLE 157653 0 0 NRG YIELD INC CL C 62942X405 12 675 SH OTR 0 0 675 NRG YIELD INC CL C 62942X405 9626 543830 SH SOLE 519740 0 24090 PACCAR INC COM 693718108 260 3874 SH SOLE 3874 0 0 PAYPAL HLDGS INC COM 70450Y103 2649 61570 SH SOLE 58255 0 3315 PAYPAL HLDGS INC COM 70450Y103 2 40 SH OTR 0 0 40 PEPSICO INC COM 713448108 3087 27594 SH SOLE 26334 0 1260 PEPSICO INC COM 713448108 64 571 SH OTR 0 0 571 PFIZER INC COM 717081103 60 1768 SH OTR 0 0 1768 PFIZER INC COM 717081103 1114 32555 SH SOLE 32555 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 35 345 SH OTR 0 0 345 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 37598 369880 SH SOLE 342245 0 27635 POWERSHARES ETF TR II FDM HG YLD RAFI 73936T557 384 20390 SH SOLE 19790 0 600 PROSHARES TR PSHS SH MDCAP400 74347R800 1298 103260 SH SOLE 94560 0 8700 PROSHARES TR PSHS SH MDCAP400 74347R800 6 450 SH OTR 0 0 450 PROSHARES TR SHRT HGH YIELD 74347R131 402 16740 SH SOLE 15540 0 1200 PROSHARES TR SHRT RL EST FD 74347X641 7 400 SH OTR 0 0 400 PROSHARES TR SHRT RL EST FD 74347X641 1612 95620 SH SOLE 93720 0 1900 PROSHARES TR SHRT RUSSELL2000 74348A210 10 215 SH OTR 0 0 215 PROSHARES TR SHRT RUSSELL2000 74348A210 9843 206819 SH SOLE 192875 0 13944 PROSHARES TR SHRT SMALLCAP60 74348A376 12071 311035 SH SOLE 297600 0 13435 QUALCOMM INC COM 747525103 330 5750 SH SOLE 5600 0 150 RAYTHEON CO COM NEW 755111507 64 420 SH OTR 0 0 420 RAYTHEON CO COM NEW 755111507 169 1109 SH SOLE 1109 0 0 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 4430 79344 SH SOLE 75304 0 4040 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 13 240 SH OTR 0 0 240 SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 134 13080 SH SOLE 13080 0 0 SPROTT PHYSICAL SILVER TR TR UNIT 85207k107 1 200 SH OTR 0 0 200 SPROTT PHYSICAL SILVER TR TR UNIT 85207k107 1324 191920 SH SOLE 179390 0 12530 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467v848 12 250 SH OTR 0 0 250 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467v848 1831 37476 SH SOLE 37426 0 50 STATE STR CORP COM 857477103 2534 31826 SH SOLE 30361 0 1465 SUMMIT MIDSTREAM PARTNERS LP COM UNIT LTD 866142102 6595 274795 SH SOLE 262815 0 11980 TC PIPELINES LP UT COM LTD PRT 87233Q108 13057 218860 SH SOLE 209400 0 9460 TEEKAY CORPORATION COM Y8564W103 602 65815 SH SOLE 65640 0 175 TEEKAY OFFSHORE PARTNERS L P PARTNERSHIP UN Y8565J101 5 970 SH OTR 0 0 970 TEEKAY OFFSHORE PARTNERS L P PARTNERSHIP UN Y8565J101 3431 676730 SH SOLE 650905 0 25825 TEEKAY TANKERS LTD CL A Y8565N102 2603 1269675 SH SOLE 1205975 0 63700 TEEKAY TANKERS LTD CL A Y8565N102 1 400 SH OTR 0 0 400 TESORO LOGISTICS LP COM UNIT LP 88160T107 5850 107405 SH SOLE 102105 0 5300 TIME WARNER INC COM NEW 887317303 101 1035 SH OTR 0 0 1035 TIME WARNER INC COM NEW 887317303 111 1140 SH SOLE 1140 0 0 TOTAL S A SPONSORED ADR 89151E109 13 250 SH OTR 0 0 250 TOTAL S A SPONSORED ADR 89151E109 10037 199070 SH SOLE 190260 0 8810 UNITED PARCEL SERVICE INC CL B 911312106 3250 30288 SH SOLE 28903 0 1385 UNITED PARCEL SERVICE INC CL B 911312106 56 524 SH OTR 0 0 524 USD PARTNERS LP COM UT REP LTD 903318103 6015 489027 SH SOLE 459827 0 29200 VANECK VECTORS ETF TR GOLD MINERS ETF 92189f106 7 315 SH OTR 0 0 315 VANECK VECTORS ETF TR GOLD MINERS ETF 92189f106 5361 235050 SH SOLE 221235 0 13815 VANGUARD BD INDEX FD INC LONG TERM BOND 921937793 5 55 SH OTR 0 0 55 VANGUARD BD INDEX FD INC LONG TERM BOND 921937793 7745 86020 SH SOLE 78460 0 7560 VANGUARD INDEX FDS GROWTH ETF 922908736 18 145 SH OTR 0 0 145 VANGUARD INDEX FDS GROWTH ETF 922908736 27076 222555 SH SOLE 203990 0 18565 VANGUARD INDEX FDS VALUE ETF 922908744 10 100 SH OTR 0 0 100 VANGUARD INDEX FDS VALUE ETF 922908744 11649 122148 SH SOLE 111658 0 10490 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 8 160 SH OTR 0 0 160 VANGUARD INTL EQUITY 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