WHALEROCK POINT PARTNERS, LLC

Q3 2016 13F Detailed Holdings

Location
Providence, RI
Holdings as of
9/30/2016
Value ($000)
$241,676
Num holdings
168
Date filed
11/18/2016
Form type
13F-HR
Prev filing
5/25/2016
Next filing
3/1/2017
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 028-15118