Senior Compliance Officer

0001571049-17-008590.txt : 20171122 0001571049-17-008590.hdr.sgml : 20171122 20171122111930 ACCESSION NUMBER: 0001571049-17-008590 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171122 DATE AS OF CHANGE: 20171122 EFFECTIVENESS DATE: 20171122 FILER: COMPANY DATA: COMPANY CONFORMED NAME: INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC CENTRAL INDEX KEY: 0001673815 IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-17438 FILM NUMBER: 171218845 BUSINESS ADDRESS: STREET 1: 4102 S. TIMBERLINE RD. CITY: FORT COLLINS STATE: CO ZIP: 80525 BUSINESS PHONE: 866-910-9611 MAIL ADDRESS: STREET 1: 4102 S. TIMBERLINE RD. CITY: FORT COLLINS STATE: CO ZIP: 80525 13F-HR/A 1 primary_doc.xml 13F-HR/A LIVE false false false 0001673815 XXXXXXXX 09-30-2017 09-30-2017 true 1 RESTATEMENT false INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

4102 S. Timberline Rd. Fort Collins CO 80525

13F HOLDINGS REPORT 028-17438 N Kim Jardine Senior Compliance Officer 970-530-5036 /s/ Kim Jardine Fort Collins CO 11-17-2017 0 178 497724 INFORMATION TABLE 2 infotable.xml ANTERO MIDSTREAM GP LP COM SHS REPSTG 03675Y103 1370 66915 SH SOLE 0 0 66915 PFIZER INC COM 717081103 639 17890 SH SOLE 14795 0 3095 GENERAL ELECTRIC CO COM 369604103 601 24844 SH SOLE 21752 0 3092 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 721 3222 SH SOLE 2004 0 1218 CME GROUP INC COM CL A 12572Q105 4373 32234 SH SOLE 2111 0 30123 MPLX LP COM UNIT REP LTD 55336V100 2444 69822 SH SOLE 0 0 69822 DELEK LOGISTICS PARTNERS LP COM UNT RP INT 24664T103 558 17850 SH SOLE 0 0 17850 DISNEY WALT CO COM DISNEY 254687106 253 2566 SH SOLE 1937 0 629 EVERSOURCE ENERGY COM 30040W108 666 11011 SH SOLE 1538 0 9473 MASTERCARD INCORPORATED CL A 57636Q104 980 6937 SH SOLE 6855 0 82 SPDR S&P 500 ETF TR TR UNIT 78462F103 10007 39833 SH SOLE 3490 0 36343 AMERICAN EXPRESS CO COM 025816109 582 6439 SH SOLE 5919 0 520 INTUITIVE 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