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 INDEX F
ALLWRLD EX US
922042775
7121
148881
SH
SOLE
137606
0
11275
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
4
50
SH
OTR
0
0
50
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
7901
99088
SH
SOLE
88318
0
10770
VANGUARD SCOTTSDALE FDS
SHTRM GVT BD ETF
92206c102
5310
87350
SH
SOLE
84350
0
3000
VERIZON COMMUNICATIONS INC
COM
92343V104
68
1393
SH
OTR
0
0
1393
VERIZON COMMUNICATIONS INC
COM
92343V104
2596
53259
SH
SOLE
50685
0
2574
WELLS FARGO & CO NEW
COM
949746101
3
50
SH
OTR
0
0
50
WELLS FARGO & CO NEW
COM
949746101
4487
80612
SH
SOLE
76507
0
4105
WELLS FARGO & CO NEW
PERP PFD CNV A
949746804
824
665
SH
SOLE
665
0
0
WESTERN GAS PARTNERS LP
COM UNIT LP IN
958254104
5387
89119
SH
SOLE
85344
0
3775
WESTERN REFNG INC
COM
959319104
713
20326
SH
SOLE
19620
0
706