0001144204-17-042649.txt : 20170814 0001144204-17-042649.hdr.sgml : 20170814 20170814082717 ACCESSION NUMBER: 0001144204-17-042649 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170814 DATE AS OF CHANGE: 20170814 EFFECTIVENESS DATE: 20170814 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 SEC ACT: 1934 Act SEC FILE NUMBER: 028-17438 FILM NUMBER: 171027340 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 1 primary_doc.xml 13F-HR LIVE false false false 0001673815 XXXXXXXX 06-30-2017 06-30-2017 false INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC

4102 S. Timberline Rd. Fort Collins CO 80525

13F HOLDINGS REPORT 028-17438 N Kim Jardine 970-530-5036 /s/ Kim Jardine Fort Collins CO 08-10-2017 0 127 408495 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 3475 16690 SH SOLE 4032 0 12658 ABBOTT LABS COM 002824100 4039 83081 SH SOLE 13032 0 70049 ABBVIE INC COM 00287Y109 289 3989 SH SOLE 3869 0 120 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 3856 31178 SH SOLE 4743 0 26435 ADVANCED ENERGY INDS COM 007973100 320 4946 SH SOLE 4946 0 0 AFLAC INC COM 001055102 4042 52035 SH SOLE 7980 0 44055 AIR PRODS & CHEMS INC COM 009158106 3711 25942 SH SOLE 3977 0 21965 ALLERGAN PLC SHS G0177J108 1100 4524 SH SOLE 4461 0 63 ALTRIA GROUP INC COM 02209S103 5438 73016 SH SOLE 37120 0 35896 AMAZON COM INC COM 023135106 338 349 SH SOLE 283 0 66 AMERICAN EXPRESS CO COM 025816109 342 4063 SH SOLE 3895 0 168 AMGEN INC COM 031162100 4151 24104 SH SOLE 8549 0 15555 APPLE INC COM 037833100 5360 37218 SH SOLE 19361 0 17857 AT&T INC COM 00206R102 3735 99001 SH SOLE 19644 0 79357 BERKSHIRE HATHAWAY INC 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