0001389709-17-000004.txt : 20170419 0001389709-17-000004.hdr.sgml : 20170419 20170419090826 ACCESSION NUMBER: 0001389709-17-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170419 DATE AS OF CHANGE: 20170419 EFFECTIVENESS DATE: 20170419 FILER: COMPANY DATA: COMPANY CONFORMED NAME: WHALEROCK POINT PARTNERS, LLC CENTRAL INDEX KEY: 0001389709 IRS NUMBER: 204837195 STATE OF INCORPORATION: RI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12315 FILM NUMBER: 17768843 BUSINESS ADDRESS: STREET 1: ONE TURKS HEAD PLACE STREET 2: SUITE 1400 CITY: PROVIDENCE STATE: RI ZIP: 02903 BUSINESS PHONE: 401-228-7799 MAIL ADDRESS: STREET 1: ONE TURKS HEAD PLACE STREET 2: SUITE 1400 CITY: PROVIDENCE STATE: RI ZIP: 02903 FORMER COMPANY: FORMER CONFORMED NAME: WHALEROCK CAPITAL PARTNERS, LLC DATE OF NAME CHANGE: 20070212 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001389709 XXXXXXXX 03-31-2017 03-31-2017 WHALEROCK POINT PARTNERS, LLC
ONE TURKS HEAD PLACE SUITE 1400 PROVIDENCE RI 02903
13F HOLDINGS REPORT 028-12315 N
Nicholas Trotman Chief Compliance Officer 401-228-7799 Nicholas Trotman Providence RI 04-19-2017 1 149 267825 false 1 0001540945 028-15118 Lattice Strategies LLC
INFORMATION TABLE 2 1Q17.xml 3M Co COM 88579Y101 630 3292 SH SOLE 3292 0 0 3M Co COM 88579Y101 153 800 SH OTR 0 0 800 Abbott Laboratories COM 002824100 198 4465 SH SOLE 4465 0 0 Abbott Laboratories COM 002824100 17 374 SH OTR 0 0 374 AbbVie Inc COM 00287Y109 270 4150 SH SOLE 4150 0 0 AbbVie Inc COM 00287Y109 24 374 SH OTR 0 0 374 Alphabet Inc COM 02079K107 1182 1425 SH SOLE 1425 0 0 Alphabet Inc COM 02079K305 2820 3326 SH SOLE 3326 0 0 Alphabet Inc COM 02079K107 41 50 SH OTR 0 0 50 Alphabet Inc COM 02079K305 140 165 SH OTR 0 0 165 Altria Group Inc COM 02209S103 547 7655 SH SOLE 7655 0 0 Amazon.com Inc COM 023135106 567 640 SH SOLE 640 0 0 American Electric Power Co Inc COM 025537101 1839 27394 SH SOLE 27394 0 0 American Express Co COM 025816109 373 4713 SH SOLE 4713 0 0 American International Group I COM 026874784 1193 19112 SH SOLE 19112 0 0 American International Group I COM 026874784 19 300 SH OTR 0 0 300 American Tower Corp COM 03027X100 36 300 SH SOLE 300 0 0 American Tower Corp 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