0001085146-17-000566.txt : 20170213 0001085146-17-000566.hdr.sgml : 20170213 20170213145212 ACCESSION NUMBER: 0001085146-17-000566 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170213 DATE AS OF CHANGE: 20170213 EFFECTIVENESS DATE: 20170213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Rikoon Group, LLC CENTRAL INDEX KEY: 0001576654 IRS NUMBER: 021014510 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15479 FILM NUMBER: 17598415 BUSINESS ADDRESS: STREET 1: 2218 OLD AREROYO CHAMISO CITY: SANTA FE STATE: NM ZIP: 87505 BUSINESS PHONE: 505-989-3581 MAIL ADDRESS: STREET 1: 2218 OLD AREROYO CHAMISO CITY: SANTA FE STATE: NM ZIP: 87505 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001576654 XXXXXXXX 12-31-2016 12-31-2016 Rikoon Group, LLC

2218 OLD AREROYO CHAMISO SANTA FE NM 87505

13F HOLDINGS REPORT 028-15479 N Kyle Burns 505 989-3581 /s/ Kyle Burns Santa Fe NM 02-13-2017 1 167 227222 false 1 0001053994 028-12760 SANDERS MORRIS HARRIS INC. INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE 3M COCOM88579Y101658036764SHSOLE1006580756ABBOTT LABSCOM002824100262561434SHSOLE1002625684ABBVIE INCCOM00287Y109558492420SHSOLE1005584016ADVANCE AUTO PARTS INCCOM00751Y1063211961SHSOLE100321702AGNICO EAGLE MINES LTDCOM0084741084969777SHSOLE100496965ALLERGAN PLCSHSG0177J1084051647SHSOLE100405755ALPHABET INCCAP STK CL C02079K107738908SHSOLE100738812ALPHABET INCCAP STK CL A02079K30510931310SHSOLE1001093654ALTRIA GROUP INCCOM02209S10374310263SHSOLE100743246AMAZON COM INCCOM02313510614811791SHSOLE1001481981AMERICAN INTL GROUP INCCOM NEW02687478469710631SHSOLE100697500AON PLCSHS CL AG0408V1026495618SHSOLE100649385APACHE CORPCOM0374111052013510SHSOLE100201404APPLE INCCOM037833100480336359SHSOLE1004803787ASTRAZENECA PLCSPONSORED ADR046353108109237010SHSOLE1001092905AT&T INCCOM00206R102153337060SHSOLE1001533538AUTOMATIC DATA PROCESSING INCOM0530151033383459SHSOLE100338332AVALONBAY CMNTYS 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ETF46428666543810162SHSOLE100438185ISHARES TRCORE S&P500 ETF46428720018648007SHSOLE1001864957ISHARES TRMSCI EMG MKT ETF4642872342426345SHSOLE100242506ISHARES TRS&P 500 GRWT ETF4642873092501961SHSOLE100250589ISHARES TRS&P 500 VAL ETF4642874083563442SHSOLE100356280ISHARES TRMSCI EAFE ETF46428746576212681SHSOLE100762635ISHARES TRRUS MID-CAP ETF4642874998794713SHSOLE100879175ISHARES TRCORE S&P MCP ETF46428750710606185SHSOLE1001060719ISHARES TRRUS 1000 VAL ETF4642875983733263SHSOLE100373091ISHARES TRS&P MC 400GR ETF4642876062291208SHSOLE100229274ISHARES TRRUS 1000 GRW ETF4642876145935367SHSOLE100593483ISHARES TRRUS 2000 VAL ETF4642876304003338SHSOLE100400520ISHARES TRRUS 2000 GRW ETF4642876482761728SHSOLE100276614ISHARES TRRUSSELL 2000 ETF464287655218915874SHSOLE1002189623ISHARES TRS&P MC 400VL ETF4642877055303540SHSOLE100530229ISHARES TRMSCI ACWI ETF4642882573645900SHSOLE100364207ISHARES TRCORE HIGH DV ETF46429B663210625522SHSOLE1002106818JOHNSON & 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CORPCOM8718291072635000SHSOLE100263100TARGET CORPCOM87612E1063595465SHSOLE100359214TELEFLEX INCCOM8793691066133550SHSOLE100613795TORTOISE ENERGY INFRA CORPCOM89147L10084724083SHSOLE100847230TOTAL S ASPONSORED ADR89151E109199939283SHSOLE1001999505TOYOTA MOTOR CORPSP ADR REP2COM8923313078377420SHSOLE100837644UDR INCCOM902653104130836643SHSOLE1001308138UNION PAC CORPCOM9078181082552364SHSOLE100255058UNITED TECHNOLOGIES CORPCOM913017109115610411SHSOLE1001156142US BANCORP DELCOM NEW90297330458010820SHSOLE100580042V F CORPCOM9182041082675325SHSOLE100267954VANGUARD INDEX FDSTOTAL STK MKT92290876910458749SHSOLE1001045813VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF9220427422143354SHSOLE100214052VANGUARD INTL EQUITY INDEX FALLWRLD EX US9220427753357200SHSOLE100335016VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF9220428582115446SHSOLE100211904VANGUARD WORLD FDSFINANCIALS ETF92204A40597316063SHSOLE100973739VANGUARD WORLD FDSINF TECH ETF92204A7027415682SHSOLE100741671VERIZON COMMUNICATIONS INCCOM92343V104103221079SHSOLE1001032425VISA INCCOM CL A92826C8396938077SHSOLE100693814VODAFONE GROUP PLC NEWSPNSR ADR92857W30844717918SHSOLE100447950WALGREENS BOOTS ALLIANCE INCCOM931427108789094717SHSOLE1007890873WAL-MART STORES INCCOM931142103109116048SHSOLE1001091563WELLS FARGO & CO NEWCOM94974610192216224SHSOLE100922483WELLTOWER INCCOM95040Q104111316908SHSOLE1001113707WEYERHAEUSER COCOM96216610465419732SHSOLE100654313WHOLE FOODS MKT INCCOM96683710644414640SHSOLE100444178