Chief Compliance Officer

0001389709-17-000002.txt : 20170301 0001389709-17-000002.hdr.sgml : 20170301 20170301093635 ACCESSION NUMBER: 0001389709-17-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170301 DATE AS OF CHANGE: 20170301 EFFECTIVENESS DATE: 20170301 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: 17651716 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 true false 0001389709 XXXXXXXX 12-31-2016 12-31-2016 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 03-01-2017 1 150 254097 false 1 0001540945 028-15118 Lattice Strategies LLC INFORMATION TABLE 2 4Q16.xml 3M Co COM 88579Y101 731 4092 SH SOLE 4092 0 0 Abbott Laboratories COM 002824100 202 5280 SH SOLE 5280 0 0 AbbVie Inc COM 00287Y109 289 4624 SH SOLE 4624 0 0 Alphabet Inc COM 02079K305 2723 3436 SH SOLE 3436 0 0 Alphabet Inc COM 02079K107 441 572 SH SOLE 572 0 0 Altria Group Inc COM 02209S103 423 6262 SH SOLE 6262 0 0 Amazon.com Inc COM 023135106 393 525 SH SOLE 525 0 0 American Express Co COM 025816109 349 4713 SH SOLE 4713 0 0 American International Group I COM 026874784 1283 19647 SH SOLE 19647 0 0 American Tower Corp COM 03027X100 212 2000 SH SOLE 2000 0 0 Amgen Inc COM 031162100 665 4547 SH SOLE 4547 0 0 Amgen Inc COM 031162100 263 1800 SH OTR 0 0 1800 Apache Corp COM 037411105 437 6875 SH SOLE 6875 0 0 Apple Inc COM 037833100 6928 59820 SH SOLE 59820 0 0 AT&T 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