0001399794-13-000002.txt : 20130513
0001399794-13-000002.hdr.sgml : 20130513
20130513110058
ACCESSION NUMBER: 0001399794-13-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20130331
FILED AS OF DATE: 20130513
DATE AS OF CHANGE: 20130513
EFFECTIVENESS DATE: 20130513
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Choate Investment Advisors
CENTRAL INDEX KEY: 0001399794
IRS NUMBER: 043337956
STATE OF INCORPORATION: MA
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-12523
FILM NUMBER: 13835814
BUSINESS ADDRESS:
STREET 1: TWO INTERNATIONAL PLACE
CITY: BOSTON
STATE: MA
ZIP: 02110
BUSINESS PHONE: 617-248-5000
MAIL ADDRESS:
STREET 1: TWO INTERNATIONAL PLACE
CITY: BOSTON
STATE: MA
ZIP: 02110
13F-HR
1
cia.txt
UNITED STATES
SECRITIES AND EXCHANGE COMMISSION
WASHINGTON D.C. 20549
FORM 13F
FORM 13F COVER PAGE
Report for the Calendar Year or Quarter Ended: March 31, 2013
Check here if Amendment [ ]; Amendment Number:
This Amendment (Check only one.): [ ] is a restatement.
[ ] adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Choate Investment Advisors
Address: Two International Place
Boston, MA 02110
13F File Number: 028-12523
The institutional investment manager filing this report and the person by whom
it is signed hereby represent that the person signing the report is authorized
to submit it, that all information contained herein is true, correct and
complete, and that it is understood that all required items, statements,
schedules, lists and tables, are considered integral parts of this submission.
Person Signing this Report on Behalf of Reporting Manager:
Name: Choate Investment Advisors
Title:
Phone: 800-520-2427
Signature, Place, and Date of Signing:
Todd Millay Boston, Massachusetts" 31-Mar-13
Report Type (Check only one.):
[ X] 13F HOLDINGS REPORT.
[ ] 13F NOTICE.
[ ] 13F COMBINATION REPORT.
List of Other Managers Reporting for this Manager:
FORM 13F SUMMARY PAGE
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 244
Form 13F Information Table Value Total: $1,204,573
(x$1000)
List of Other Included Managers:
No. 13F File Number Name
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
------------------------------ ---------------- -------- -------- ------- --- ---- ------- ------------ ------ ------ --------
BP PLC SPON ADR SPONSORED ADR 055622104 1347 31800 SH Sole 31800
CHINA MOBILE LTD SPON A SPONSORED ADR 16941m109 213 4000 SH Sole 4000
DIAGEO PLC SPON ADR SPON ADR NEW 25243q205 2150 17082 SH Sole 17082
GLAXO SMITHKLINE SPON ADR SPONSORED ADR 37733w105 1970 41992 SH Sole 41992
PETROCHINA CO LTD SPON ADR SPONSORED ADR 71646e100 261 1979 SH Sole 1979
ROYAL DUTCH SHELL SPON ADR SPONS ADR A 780259206 754 11565 SH Sole 11565
SUMITOMO MITSUI FINL GROUP S SPONSORED ADR 86562m209 104 12770 SH Sole 12770
TEVA PHARMACEUTICAL INDS SPO ADR 881624209 2403 60572 SH Sole 60572
ISHARES COHEN & STEERS RLTY COHEN&ST RLTY 464287564 1347 16333 SH Sole 16333
ISHARES COMEX GOLD TRUST ISHARES 464285105 384 24715 SH Sole 24715
ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 201293 1279187 SH Sole 1279187
ISHARES CORE S&P SMALL-CAP E CORE S&P SCP ETF 464287804 9972 114543 SH Sole 114543
ISHARES DJ SELECT DIVIDEND I DJ SEL DIV INX 464287168 1953 30798 SH Sole 30798
ISHARES DJ US CONSMER CYCLIC CONS SRVC IDX 464287580 380 3895 SH Sole 3895
ISHARES MSCI CANADA IDX FU MSCI CDA INDEX 464286509 12901 452499 SH Sole 452499
ISHARES MSCI EAFE IDX FD MSCI EAFE INDEX 464287465 64301 1090220 SH Sole 1090220
ISHARES MSCI EAFE SMALL CAP MSCI CMALL CAP 464288273 232 5275 SH Sole 5275
ISHARES MSCI EMERGING MKT IN MSCI EMERG MKT 464287234 13217 309024 SH Sole 309024
ISHARES MSCI GERMANY MSCI GERMAN 464286806 1918 78374 SH Sole 78374
ISHARES RUSSELL 1000 IDX F RUSSELL 1000 464287622 383 4394 SH Sole 4394
ISHARES RUSSELL 2000 IDX F RUSSELL 2000 464287655 2562 27132 SH Sole 27132
ISHARES S&P 500 VALUE IDX S&P 500 VALUE 464287408 248 3355 SH Sole 3355
ISHARES TR MSCI EAFE GRW MSCI GRW IDX 464288885 60907 962205 SH Sole 962205
KAYNE ANDERSON MLP INVST COM 486606106 679 19560 SH Sole 19560
POWERSHARES BYBK ACHIEVER DYNA BUYBK ACH 73935x286 38526 1131787 SH Sole 1131787
POWERSHARES GLBL WATER POR GLBL WTR PORT 73936t623 298 15530 SH Sole 15530
SPDR DJ WILSHIRE INTL RE DJ INTL RL ETF 78463x863 7258 168757 SH Sole 168757
SPDR GOLD TRUST GOLD SHS 78463v107 905 5858 SH Sole 5858
SPDR S&P 500 ETF TRUST TR UNIT 78462f103 17339 110672 SH Sole 110672
SPDR S&P EMRG SMALL CAP S&P EMKTSC ETF 78463x756 1548 32274 SH Sole 32274
SPDR S&P MIDCAP 400 ETF TRUS UTSER1 S&PDCRP 78467y107 27935 133201 SH Sole 133201
VANGUARD DIVIDEND APPR ETF DIV APP ETF 921908844 58140 884924 SH Sole 884924
VANGUARD FTSE ALL WRLD X-US FTSE SMCAP ETF 922042718 36435 385763 SH Sole 385763
VANGUARD FTSE EMRG MKT FTSE EMR MKT ETF 922042858 92617 2159163 SH Sole 2159163
VANGUARD FTSE EUROPE ETF MSCI EUROPE ETF 922042874 244 4973 SH Sole 4973
VANGUARD GLBL EX-US REST GLB EX US ETF 922042676 10124 176432 SH Sole 176432
VANGUARD HIGH DVD YIELD ETF HIGH DIV YLD 921946406 357 6520 SH Sole 6520
VANGUARD MSCI EAFE ETF MSCI EAFE ETF 921943858 139350 3825156 SH Sole 3825156
VANGUARD S&P 500 ETF S&P 500 ETF SH 922908413 681 9508 SH Sole 9508
VANGUARD TOT WRLD STK IDX TT WRLD ST ETF 922042742 431 8237 SH Sole 8237
WISDOMTREE EMRG MKTS S/C EMG MKTS SMCAP 97717w281 30760 596231 SH Sole 596231
WISDOMTREE JAPAN HDG EQ JAPN HEDGE EQT 97717w851 360 8329 SH Sole 8329
3M CO COM 88579y101 4844 45561 SH Sole 45561
ABBOTT LABS COM 002824100 5295 149907 SH Sole 149907
ABBVIE COM 00287y109 6068 148802 SH Sole 148802
ACTAVIS COM 00507k103 353 3837 SH Sole 3837
AFLAC COM 001055102 3574 68696 SH Sole 68696
AIR PRODUCTS & CHEM COM 009158106 700 8030 SH Sole 8030
ALLSTATE CORP COM 020002101 2932 59760 SH Sole 59760
ALTRIA GROUP COM 02209s103 639 18572 SH Sole 18572
AMAZON.COM COM 023135106 2142 8036 SH Sole 8036
AMEREN CORP COM 023608102 219 6267 SH Sole 6267
AMERICAN EXPRESS CO COM 025816109 3289 48761 SH Sole 48761
AMERIGAS PARTNERS LP UNIT L P INT 030975106 202 4500 SH Sole 4500
AMERIPRISE FINANCIAL . COM 03076c106 3415 46372 SH Sole 46372
AMGEN COM 031162100 2760 26923 SH Sole 26923
ANADARKO PETROLEUM CORP COM 032511107 502 5736 SH Sole 5736
ANALOG DEVICES COM 032654105 257 5521 SH Sole 5521
ANSYS COM 03662q105 483 5932 SH Sole 5932
APACHE CORP COM 037411105 1300 16853 SH Sole 16853
APPLE COM 037833100 5314 12004 SH Sole 12004
ARIAD PHARMACEUTICALS RE COM 04033a100 1291 71428 SH Sole 71428
AT&T COM 00206r102 1987 54149 SH Sole 54149
AUTOMATIC DATA PROSS COM 053015103 3042 46785 SH Sole 46785
BAKER HUGHES COM 057224107 794 17103 SH Sole 17103
BANK OF AMERICA CORP COM 060505104 679 55758 SH Sole 55758
BAXTER INTL COM 071813109 2462 33890 SH Sole 33890
BB&T CORP COM 054937107 373 11895 SH Sole 11895
BEMIS COM 081437105 456 11295 SH Sole 11295
BERKSHIRE HATHAWAY CLASS CL A 084670108 5939 38 SH Sole 38
BERKSHIRE HATHAWAY-CL B CL B NEW 084670702 6571 63058 SH Sole 63058
BIO-REFERENCE LABS COM $.01 NEW 09057g602 338 13000 SH Sole 13000
BMC SOFTWARE COM 055921100 357 7696 SH Sole 7696
BOEING CO COM 097023105 417 4860 SH Sole 4860
BRISTOL MYERS SQUIBB COM 110122108 2430 58986 SH Sole 58986
BROADCOM CORP CL A 111320107 1433 41317 SH Sole 41317
CA COM 12673p105 256 10147 SH Sole 10147
CARDINAL HEALTH COM 14149y108 213 5109 SH Sole 5109
CATERPILLAR COM 149123101 1635 18795 SH Sole 18795
CELGENE CORP COM 151020104 3246 28004 SH Sole 28004
CHASE CORP COM 16150r104 1861 96345 SH Sole 96345
CHESAPEAKE ENERGY CORP COM 165167107 1359 66589 SH Sole 66589
CHEVRON CORP COM 166764100 8301 69859 SH Sole 69859
CHUBB CORP COM 171232101 615 7025 SH Sole 7025
CIGNA CORP COM 125509109 245 3928 SH Sole 3928
CINNATI BELL COM 171871106 45 13835 SH Sole 13835
CISCO SYSTEMS COM 17275r102 2946 140999 SH Sole 140999
CLOROX CO COM 189054109 511 5776 SH Sole 5776
COCA COLA CO COM 191216100 4709 116442 SH Sole 116442
COGNIZANT TECH SOLUTIO CL A 192446102 4900 63954 SH Sole 63954
COLGATE PALMOLIVE CO COM 194162103 3529 29900 SH Sole 29900
COMCAST CORP-CL A CL A 20030n101 2879 68582 SH Sole 68582
CONAGRA FOODS COM 205887102 267 7447 SH Sole 7447
CONCHO RESOURCES COM 20605p101 1087 11160 SH Sole 11160
CONOCOPHILLIPS COM 20825c104 1141 18987 SH Sole 18987
CONSOLIDATED EDISON COM 209115104 1134 18575 SH Sole 18575
CONSTELLATION BRANDS CL A 21036p108 620 13008 SH Sole 13008
COSTCO WHOLESALE CORP COM 22160k105 288 2710 SH Sole 2710
CVS CAREMARK CORP COM 126650100 1708 31066 SH Sole 31066
DANAHER CORP COM 235851102 941 15145 SH Sole 15145
DARDEN RESTAURANTS COM 237194105 640 12376 SH Sole 12376
DEERE & CO COM 244199105 221 2568 SH Sole 2568
DELL COM 24702r101 878 61236 SH Sole 61236
DENTSPLY INTL COM 249030107 637 15000 SH Sole 15000
DEWEY ELECTRONICS CORP COM 252063102 18 10998 SH Sole 10998
DISCOVERY COMM CL COM SER A 25470f104 1767 22438 SH Sole 22438
DISNEY WALT CO NEW COM DISNEY 254687106 620 10915 SH Sole 10915
DOLLAR TREE COM 256746108 1289 26610 SH Sole 26610
DOMINION RESOURCES COM 25746u109 327 5620 SH Sole 5620
DORCHESTER MINERALS LP COM UNIT 25820r105 257 11061 SH Sole 11061
DOVER CORP COM 260003108 552 7571 SH Sole 7571
DR PEPPER SNAPPLE GROUP COM 26138e109 495 10551 SH Sole 10551
DU PONT E I DE NEMOURS & CO COM 263534109 650 13227 SH Sole 13227
EMC CORP MASS COM 268648102 621 26014 SH Sole 26014
EMERSON ELEC CO COM 291011104 4053 72537 SH Sole 72537
ENERGIZER HLDGS COM 29266r108 1808 18128 SH Sole 18128
EXPRESS SCRIPTS HLDG COM 30219g108 267 4636 SH Sole 4636
EXXONMOBIL CORP COM 30231g102 13730 152365 SH Sole 152365
FACEBOOK -A CL A 30303m102 825 32249 SH Sole 32249
FEDERATED INVESTORS -CL B CL B 314211103 282 11894 SH Sole 11894
FEDEX CORP COM 31428x106 1210 12321 SH Sole 12321
FISERV COM 337738108 1244 14154 SH Sole 14154
FREEPORT-MCMORAN CPR GLD COM 35671d857 547 16538 SH Sole 16538
GANNETT COM 364730101 265 12124 SH Sole 12124
GENERAL DYNAMICS COM 369550108 736 10441 SH Sole 10441
GENERAL ELECTRIC COM 369604103 11237 486016 SH Sole 486016
GENERAL MLS COM 370334104 4170 84574 SH Sole 84574
GILEAD SCIENCES COM 375558103 341 6971 SH Sole 6971
GOOGLE CL A CL A 38259p508 3785 4766 SH Sole 4766
HARMAN INTL INDS COM 413086109 532 11919 SH Sole 11919
HARRIS DEL COM 413875105 444 9592 SH Sole 9592
HEINZ H J CO COM 423074103 1181 16348 SH Sole 16348
HOLOGIC COM 436440101 2218 98146 SH Sole 98146
HOME DEPOT COM 437076102 3548 50846 SH Sole 50846
HONEYWELL INTL COM 438516106 2733 36276 SH Sole 36276
IDEXX LABS COM 45168d104 591 6400 SH Sole 6400
ILLINOIS TOOL WKS COM 452308109 1624 26650 SH Sole 26650
INTEL COM 458140100 4423 202554 SH Sole 202554
INTL. BUSINESS MACHINES COM 459200101 20712 97101 SH Sole 97101
JOHNSON & JOHNSON COM 478160104 6536 80168 SH Sole 80168
JP MORGAN CHASE & CO COM 46625h100 6102 128565 SH Sole 128565
KIMBERLY CLARK COM 494368103 1220 12453 SH Sole 12453
KINDER MORGAN ENRG PTNR UT LTD PARTNER 494550106 377 4195 SH Sole 4195
KINDER MORGAN COM 49456b101 454 11742 SH Sole 11742
KOHLS COM 500255104 297 6439 SH Sole 6439
KRAFT FOODS GROUP COM 50076q106 261 5056 SH Sole 5056
KROGER CO COM 501044101 2486 75002 SH Sole 75002
LABORATORY AMERICA HOLD COM NEW 50540r409 236 2618 SH Sole 2618
LANCASTER COLONY COM 513847103 646 8385 SH Sole 8385
LILLY ELI & CO COM 532457108 1421 25030 SH Sole 25030
LINKEDIN -A COM CL A 53578a108 222 1263 SH Sole 1263
LOCKHEED MARTIN COM 539830109 971 10065 SH Sole 10065
LOWES COS COM 548661107 514 13555 SH Sole 13555
LSI COM 502161102 310 45725 SH Sole 45725
MARATHON OIL COM 565849106 716 21245 SH Sole 21245
MARATHON PETROLEUM COM 56585a102 896 10000 SH Sole 10000
MARSH & MCLENNAN COS COM 571748102 1636 43095 SH Sole 43095
MCDONALDS COM 580135101 3518 35293 SH Sole 35293
MCGRAW HILL COMPANIES COM 580645109 1034 19850 SH Sole 19850
MCKESSON COM 58155q103 329 3047 SH Sole 3047
MEDTRONIC COM 585055106 214 4555 SH Sole 4555
MERCK & CO COM 58933y105 3386 76615 SH Sole 76615
METLIFE COM 59156r108 501 13166 SH Sole 13166
METTLER-TOLEDO INTL COM 592688105 743 3485 SH Sole 3485
MICROCHIP TECH COM 595017104 215 5844 SH Sole 5844
MICROSOFT COM 594918104 4813 168241 SH Sole 168241
MONDELEZ INTL CL A 609207105 421 13737 SH Sole 13737
MONSANTO CO COM 61166w101 331 3136 SH Sole 3136
MOODYS COM 615369105 692 12971 SH Sole 12971
MORGAN STANLEY COM NEW 617446448 314 14303 SH Sole 14303
MURPHY OIL COM 626717102 529 8302 SH Sole 8302
"NANO-C, " COM 211003108 127 126668 SH Sole 126668
NATIONAL FUEL GAS CO COM 636180101 215 3500 SH Sole 3500
NATIONAL-OILWELL COM 637071101 2160 30536 SH Sole 30536
NEWELL RUBBERMAID COM 651229106 788 30203 SH Sole 30203
NEXTERA ENERGY COM 65339f101 2610 33600 SH Sole 33600
NIKE -CLASS B CL B 654106103 716 12140 SH Sole 12140
NORFOLK SOUTHERN COM 655844108 1244 16134 SH Sole 16134
NORTHROP GRUMMAN COM 666807102 358 5105 SH Sole 5105
NUCOR COM 670346105 609 13195 SH Sole 13195
NVIDIA COM 67066g104 247 19237 SH Sole 19237
O REILLY AUTOMOTIVE COM 67103h107 707 6905 SH Sole 6905
ORACLE COM 68389x105 1248 38610 SH Sole 38610
PAYCHEX COM 704326107 275 7849 SH Sole 7849
PEPSICO COM 713448108 3069 38793 SH Sole 38793
PFIZER COM 717081103 9225 319632 SH Sole 319632
PHILIP MORRIS INTL COM 718172109 955 10304 SH Sole 10304
PIEDMONT NATURAL GAS COM 720186105 329 10000 SH Sole 10000
PITNEY BOWES COM 724479100 224 15043 SH Sole 15043
PNC FINANCIAL SERVICES GROUP COM 693475105 390 5858 SH Sole 5858
PPL COM 69351t106 261 8349 SH Sole 8349
PROCTER & GAMBLE CO COM 742718109 12801 166111 SH Sole 166111
PROGRESS SOFTWARE COM 743312100 2574 112753 SH Sole 112753
PROGRESSIVE OHIO COM 743315103 713 28230 SH Sole 28230
PUBLIC SVC ENTERPRISE GROUP COM 744573106 274 7967 SH Sole 7967
QUALCOMM COM 747525103 3056 45659 SH Sole 45659
RAYTHEON CO COM NEW 755111507 637 10836 SH Sole 10836
ROPER INDS COM 776696106 300 2360 SH Sole 2360
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 717 11145 SH Sole 11145
SKYWORKS SOLUTIONS COM 83088m102 1734 78728 SH Sole 78728
STANDEX INTL COM 854231107 1520 27526 SH Sole 27526
STAPLES COM 855030102 343 25586 SH Sole 25586
STATE STREET COM 857477103 907 15350 SH Sole 15350
STERICYCLE COM 858912108 992 9347 SH Sole 9347
STRYKER COM 863667101 966 14813 SH Sole 14813
TARGET COM 87612e106 2591 37859 SH Sole 37859
TERADATA COM 88076w103 363 6211 SH Sole 6211
THE HERSHEY CO COM 427866108 1122 12817 SH Sole 12817
THE MOSAIC CO COM 61945c103 1110 18617 SH Sole 18617
THERMO FISHER SCIENTIFIC COM 883556102 636 8318 SH Sole 8318
TIME WARNER COM NEW 887317303 282 4887 SH Sole 4887
TJX COS COM 872540109 2421 51793 SH Sole 51793
TORCHMARK COM 891027104 307 5134 SH Sole 5134
TRACTOR SUPPLY CO COM 892356106 456 4375 SH Sole 4375
TRAVELERS COMPANIES COM 89417e109 446 5297 SH Sole 5297
UNION PAC COM 907818108 4753 33378 SH Sole 33378
UNITED PARCEL SVC CL B CL B 911312106 203 2359 SH Sole 2359
UNITED TECHNOLOGIES COM 913017109 5210 55761 SH Sole 55761
UNUM GROUP COM 91529y106 250 8857 SH Sole 8857
US BAN NEW COM NEW 902973304 3795 111840 SH Sole 111840
V.F. COM 918204108 1855 11059 SH Sole 11059
VALUECLICK COM 92046n102 325 10997 SH Sole 10997
VERIZON COMM COM 92343v104 4471 90960 SH Sole 90960
WAL MART STORES COM 931142103 2902 38787 SH Sole 38787
WALGREEN CO COM 931422109 2192 45975 SH Sole 45975
WELLS FARGO & CO COM 949746101 3825 103414 SH Sole 103414
YUM! BRANDS COM 988498101 841 11694 SH Sole 11694
ZIMMER HLDGS COM 98956p102 1926 25599 SH Sole 25599
CARNIVAL PAIRED CTF 143658300 355 10342 SH Sole 10342
CENOVUS ENERGY COM 15135u109 544 17555 SH Sole 17555
EATON PLC SHS g29183103 371 6062 SH Sole 6062
ENSCO PLC CL A SHS CLASS A g3157s106 316 5273 SH Sole 5273
LYONDELLBASELL IND NV SHS - A - n53745100 322 5092 SH Sole 5092
NABORS INDUSTRIES LTD SHS g6359f103 625 38556 SH Sole 38556
PARTNERRE LTD BERMUDA COM g6852t105 431 4630 SH Sole 4630
SCHLUMBERGER LTD COM 806857108 2782 37149 SH Sole 37149
SEAGATE TECH PLC SHS g7945m107 355 9716 SH Sole 9716
TORONTO DOMINION BANK COM NEW 891160509 677 8133 SH Sole 8133
TRANSCANADA COM 89353d107 1045 21830 SH Sole 21830
UNILEVER NV NY SHARES N Y SHS NEW 904784709 449 10949 SH Sole 10949
PEAR TREE POLARIS FRGN VA INDEX FUND 70472q500 3485 331583 SH Sole 331583
VANGUARD HEALTH CARE FD-IN INDEX FUND 921908307 218 1362 SH Sole 1362
EPR PROPERTIES REIT COM SH BEN INT 26884u109 389 7482 SH Sole 7482
SIMON PROP GRP REI COM 828806109 337 2124 SH Sole 2124