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0001386935-17-000007.txt : 20170815 0001386935-17-000007.hdr.sgml : 20170815 20170815153746 ACCESSION NUMBER: 0001386935-17-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170815 DATE AS OF CHANGE: 20170815 EFFECTIVENESS DATE: 20170815 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Keel Point, LLC CENTRAL INDEX KEY: 0001386935 IRS NUMBER: 200166451 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12097 FILM NUMBER: 171033797 BUSINESS ADDRESS: STREET 1: 100 CHURCH STREET STREET 2: SUITE 500 CITY: HUNTSVILLE STATE: AL ZIP: 35801 BUSINESS PHONE: 256-704-0505 MAIL ADDRESS: STREET 1: 100 CHURCH STREET STREET 2: SUITE 500 CITY: HUNTSVILLE STATE: AL ZIP: 35801 FORMER COMPANY: FORMER CONFORMED NAME: Blue Creek Investment Partners, LLC DATE OF NAME CHANGE: 20070117 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001386935 XXXXXXXX 06-30-2017 06-30-2017 Keel Point, LLC

100 CHURCH STREET SUITE 500 HUNTSVILLE AL 35801

13F HOLDINGS REPORT 028-12097 N Bill Scoggins COO 7032262147 Bill Scoggins Vienna VA 08-15-2017 0 163 498005 false INFORMATION TABLE 2 keel_point_6.30.17.xml Abbott Laboratories COM 002824100 660 13580 SH SOLE 200 0 13380 AbbVie Inc COM 00287Y109 611 8421 SH SOLE 200 0 8221 Accenture plc COM G1151C101 855 6910 SH SOLE 0 0 6910 AFLAC Inc COM 001055102 1036 13340 SH SOLE 12064 0 1276 Air Products & Chemicals Inc COM 009158106 1387 9692 SH SOLE 9692 0 0 Allstate Corporation COM 020002101 1728 19541 SH SOLE 19207 0 334 Alphabet Inc Cl A COM 02079K305 581 625 SH SOLE 400 0 225 Alphabet Inc Cl C COM 02079K107 396 436 SH SOLE 21 0 415 Altria Group Inc COM 02209S103 421 5651 SH SOLE 5358 0 293 Amazon.com, Inc COM 023135106 369 381 SH SOLE 21 0 360 Amdocs Ltd COM G02602103 383 5941 SH SOLE 5872 0 69 American Equity Investment Lif COM 025676206 313 11903 SH SOLE 11903 0 0 American Tower REIT COM 03027X100 1153 8711 SH SOLE 5697 0 3014 AMETEK, Inc. COM 031100100 201 3321 SH SOLE 0 0 3321 Amgen Inc COM 031162100 604 3509 SH SOLE 300 0 3209 Apple Inc COM 037833100 5800 40272 SH SOLE 32918 0 7354 AT&T Inc COM 00206R102 761 20182 SH SOLE 18406 0 1776 Automatic Data Processing COM 053015103 807 7873 SH SOLE 200 0 7673 AutoZone Inc COM 053332102 214 375 SH SOLE 0 0 375 Berkshire Hathaway Inc CL B COM 084670702 655 3865 SH SOLE 50 0 3815 Berkshire Hills Bancorp Inc COM 084680107 935 26595 SH SOLE 26299 0 296 BlackRock, Inc. COM 09247X101 339 802 SH SOLE 6 0 796 Bristol Myers Squibb Co COM 110122108 352 6325 SH SOLE 0 0 6325 Buckeye Partners LP COM 118230101 1151 18000 SH SOLE 0 0 18000 Business Development Co COM 12325J101 2399 281613 SH SOLE 281613 0 0 Capital One Financial Corp COM 14040H105 442 5355 SH SOLE 0 0 5355 Caviton Energy Systems Inc COM BEK996500 0 19160 SH SOLE 0 0 19160 Celgene Corporation COM 151020104 421 3244 SH SOLE 116 0 3128 Charter Communications Inc. 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COM 708160106 251 54000 SH SOLE 0 0 54000 Johnson & Johnson Company COM 478160104 892 6740 SH SOLE 4525 0 2215 JP Morgan Chase & Company COM 46625H100 315 3449 SH SOLE 438 0 3011 Kimberly-Clark Corp COM 494368103 225 1740 SH SOLE 200 0 1540 L-3 Technologies, Inc. COM 502413107 577 3451 SH SOLE 3451 0 0 Lam Research Corp COM 512807108 326 2307 SH SOLE 0 0 2307 Lowe's Companies Inc. COM 548661107 641 8263 SH SOLE 5110 0 3153 Magellan Midstream Partners LP COM 559080106 1147 16089 SH SOLE 89 0 16000 Mastercard Inc. COM 57636Q104 434 3577 SH SOLE 3305 0 272 Microchip Technology Inc. COM 595017104 285 3694 SH SOLE 0 0 3694 Microsoft Corporation COM 594918104 652 9459 SH SOLE 4041 0 5418 Nantech Inds Inc COM 630100105 0 10000 SH SOLE 10000 0 0 NextEra Energy, Inc. COM 65339F101 487 3477 SH SOLE 237 0 3240 NIC Inc COM 62914B100 697 36778 SH SOLE 36328 0 450 Nike Inc COM 654106103 576 9757 SH SOLE 0 0 9757 Novo Nordisk A/S COM 670100205 289 6748 SH SOLE 0 0 6748 ONEOK Partners, L.P. 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