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