WHALEROCK POINT PARTNERS, LLC

Q3 2014 13F Detailed Holdings

Location
Providence, RI
Holdings as of
9/30/2014
Value ($000)
$221,607
Num holdings
161
Date filed
11/17/2014
Form type
13F-HR
Prev filing
8/26/2014
Next filing
2/24/2015
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Lattice Strategies LLC