WHALEROCK POINT PARTNERS, LLC

Q4 2016 13F Detailed Holdings

Location
Providence, RI
Holdings as of
12/31/2016
Value ($000)
$254,097
Num holdings
150
Date filed
3/1/2017
Form type
13F-HR
Prev filing
11/18/2016
Next filing
4/19/2017
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