0001399794-14-000004.txt : 20140515
0001399794-14-000004.hdr.sgml : 20140515
20140515160837
ACCESSION NUMBER: 0001399794-14-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140331
FILED AS OF DATE: 20140515
DATE AS OF CHANGE: 20140515
EFFECTIVENESS DATE: 20140515
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: 14847141
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
primary_doc.xml
13F-HR
LIVE
false
true
false
0001399794
XXXXXXXX
03-31-2014
03-31-2014
Choate Investment Advisors
TWO INTERNATIONAL PLACE
BOSTON
MA
02110
13F HOLDINGS REPORT
028-12523
N
Todd M. Millay
Managing Director
617-248-5000
Todd M. Millay, Boston, MA 05/15/2014
Boston
MA
05-15-2014
0
289
1611169
false
INFORMATION TABLE
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cia.xml
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0
256
PNC FINANCIAL SERVICES GROUP
COM
693475105
509994
5862
SH
SOLE
0
0
5862
PPL CORPORATION
COM
69351T106
265617
8015
SH
SOLE
0
0
8015
PROCTER & GAMBLE CO
COM
742718109
13039200
161778
SH
SOLE
0
0
161778
PROCTER & GAMBLE CO
COM
742718109
104377
1295
SH
OTR
0
0
1295
PROGRESS SOFTWARE CORP
COM
743312100
2458015
112753
SH
SOLE
0
0
112753
PROGRESSIVE CORP OHIO
COM
743315103
576557
23805
SH
SOLE
0
0
23805
PUBLIC SVC ENTERPRISE GROUP INC
COM
744573106
239481
6279
SH
SOLE
465
0
5814
QUALCOMM INC
COM
747525103
3748142
47533
SH
SOLE
875
0
46658
QUALCOMM INC
COM
747525103
15772
200
SH
OTR
0
0
200
RAYTHEON COMPANY
COM NEW
755111507
850285
8607
SH
SOLE
0
0
8607
REYNOLDS AMERICAN INC
COM
761713106
224310
4199
SH
SOLE
0
0
4199
ROPER INDS INC
COM
776696106
261947
1962
SH
SOLE
101
0
1861
SCRIPPS NETWORKS INTERACT INC CL A
CL A COM
811065101
893992
11777
SH
SOLE
1436
0
10341
SKYWORKS SOLUTIONS INC
COM
83088M102
2854881
76101
SH
SOLE
0
0
76101
STANDEX INTL CORP
COM
854231107
2247360
41944
SH
SOLE
0
0
41944
STANLEY BLACK & DECKER INC
COM
854502101
14542
179
SH
SOLE
0
0
179
STAPLES INC
COM
855030102
228790
16212
SH
SOLE
0
0
16212
STATE STREET CORP
COM
857477103
1221994
17570
SH
SOLE
5000
0
12570
STATE STREET CORP
COM
857477103
51815
745
SH
OTR
0
0
745
STERICYCLE INC
COM
858912108
1251979
11019
SH
SOLE
1423
0
9596
STRYKER CORPORATION
COM
863667101
948555
11643
SH
SOLE
200
0
11443
TARGET CORP
COM
87612E106
2669542
44115
SH
SOLE
523
0
43592
TERADATA CORP
COM
88076W103
305519
6211
SH
SOLE
0
0
6211
THE HERSHEY COMPANY
COM
427866108
1171055
11217
SH
SOLE
0
0
11217
THE MOSAIC COMPANY
COM
61945C103
725100
14502
SH
SOLE
243
0
14259
THERMO FISHER SCIENTIFIC INC
COM
883556102
863564
7182
SH
SOLE
1288
0
5894
TIME WARNER INC
COM NEW
887317303
538842
8248
SH
SOLE
0
0
8248
TJX COS INC
COM
872540109
2672664
44067
SH
SOLE
0
0
44067
TORCHMARK CORP
COM
891027104
466061
5922
SH
SOLE
0
0
5922
TORCHMARK CORP
COM
891027104
110180
1400
SH
OTR
0
0
1400
TRACTOR SUPPLY CO
COM
892356106
559390
7920
SH
SOLE
0
0
7920
TRANSOCEAN LTD
REG SHS
H8817H100
13932
337
SH
SOLE
0
0
337
TRAVELERS COMPANIES INC
COM
89417E109
477751
5614
SH
SOLE
1311
0
4303
TUPPERWARE BRANDS CORP
COM
899896104
11643
139
SH
SOLE
0
0
139
UNION PAC CORP
COM
907818108
6760424
36072
SH
SOLE
3423
0
32649
UNITED PARCEL SERVICE CL B
CL B
911312106
206543
2121
SH
SOLE
350
0
1771
UNITED TECHNOLOGIES CORP
COM
913017109
6190657
52984
SH
SOLE
0
0
52984
UNUM GROUP
COM
91529Y106
365600
10354
SH
SOLE
3126
0
7228
US BANCORP NEW
COM
902973304
5007965
116851
SH
SOLE
2960
0
113891
V.F. CORP
COM
918204108
2513937
40626
SH
SOLE
0
0
40626
VERIZON COMMUNICATIONS
COM
92343V104
5213340
109593
SH
SOLE
6685
0
102908
VERIZON COMMUNICATIONS
COM
92343V104
40435
850
SH
OTR
0
0
850
WAL MART STORES INC
COM
931142103
2746206
35931
SH
SOLE
470
0
35461
WALGREEN CO
COM
931422109
2944013
44586
SH
SOLE
8350
0
36236
WELLS FARGO & CO
COM
949746101
5631997
113236
SH
SOLE
0
0
113236
WORKDAY INC-A
CL A
98138H101
1078325
11794
SH
SOLE
3011
0
8783
YUM! BRANDS INC
COM
988498101
1102388
14623
SH
SOLE
145
0
14478
ZIMMER HLDGS INC
COM
98956P102
2704479
28595
SH
SOLE
180
0
28415
ZIMMER HLDGS INC
COM
98956P102
54478
576
SH
OTR
0
0
576
3M CO
COM
88579Y101
5394791
39767
SH
SOLE
525
0
39242
3M CO
COM
88579Y101
108528
800
SH
OTR
0
0
800
BP PLC SPONS ADR
SPONS ADR
055622104
1456901
30289
SH
SOLE
0
0
30289
BP PLC SPONS ADR
SPONS ADR
055622104
52958
1101
SH
OTR
0
0
1101
DIAGEO PLC SPONS ADR
SPON ADR NEW
25243Q205
2458330
19731
SH
SOLE
20
0
19711
GLAXO SMITHKLINE SPONS ADR
SPONS ADR
37733W105
1924175
36013
SH
SOLE
0
0
36013
NOVO NORDISK AS SPONS ADR
ADR
670100205
39944
875
SH
SOLE
0
0
875
PETROCHINA CO LTD SPONS ADR
SPONS ADR
71646E100
214722
1979
SH
SOLE
0
0
1979
ROYAL DUTCH SHELL SPONS ADR
SPONS ADR A
780259206
968191
13252
SH
SOLE
43
0
13209
SUMITOMO MITSUI FINL GROUP SPONS AD
SPONS ADR
86562M209
110461
12770
SH
SOLE
0
0
12770
TEVA PHARMACEUTICAL INDS SPONS ADR
ADR
881624209
2870428
54323
SH
SOLE
460
0
53863
TEVA PHARMACEUTICAL INDS SPONS ADR
ADR
881624209
26420
500
SH
OTR
0
0
500
ACCENTURE PLC CL A
SHS CLASS A
G1151C101
328128
4116
SH
SOLE
0
0
4116
ACTAVIS PLC
SHS
G0083B108
574116
2789
SH
SOLE
149
0
2640
CARNIVAL CORP
PAIRED CTF
143658300
383598
10132
SH
SOLE
0
0
10132
CENOVUS ENERGY INC
COM
15135U109
508393
17555
SH
SOLE
0
0
17555
EATON CORP PLC
SHS
G29183103
529296
7046
SH
SOLE
0
0
7046
ENSCO PLC CL A
SHS CLASS A
G3157S106
307655
5829
SH
SOLE
0
0
5829
LYONDELLBASELL INDUSTRIES NV
SHS - A -
N53745100
392403
4412
SH
SOLE
0
0
4412
NABORS INDUSTRIES LTD
SHS
G6359F103
902584
36616
SH
SOLE
735
0
35881
PARTNERRE LTD BERMUDA
COM
G6852T105
406445
3927
SH
SOLE
0
0
3927
SCHLUMBERGER LTD
COM
806857108
3308175
33930
SH
SOLE
400
0
33530
SEAGATE TECHNOLOGY PLC
SHS
G7945M107
571765
10181
SH
SOLE
0
0
10181
TORONTO DOMINION BANK
COM NEW
891160509
494102
10524
SH
SOLE
0
0
10524
TRANSCANADA CORP
COM
89353D107
993702
21830
SH
SOLE
0
0
21830
UNILEVER NV NY SHARES
N Y SHS NEW
904784709
321764
7825
SH
SOLE
0
0
7825
VALIDUS HOLDINGS LTD
COM SHS
G9319H102
18516
491
SH
SOLE
0
0
491
DANAHER CORP CONV Z-CPN 1/22/21*
NOTE 1/2
235851AF9
45780
21000
SH
SOLE
0
0
0
EPR PROPERTIES REIT
COM SH BEN INT
26884U109
325412
6095
SH
SOLE
0
0
0
SIMON PROPERTY GROUP INC REIT
COM
828806109
348336
2124
SH
SOLE
0
0
0
BARCLAYS BK PLC
DJUBS CMDT ETN36
06738C778
98633
2465
SH
SOLE
0
0
0
ISHARES COHEN & STEERS RLTY ETF
COHEN&STEER REIT
464287564
326822
3974
SH
SOLE
0
0
0
ISHARES RUSSELL 1000 ETF
RUS 1000 ETF
464287622
546899
5220
SH
SOLE
0
0
0
ISHARES DJ US UTILITIES SECTOR ETF
US UTILITS ETF
464287697
34904
335
SH
SOLE
0
0
0
ISHARES S&P MIDCAP 400/VALUE ETF
US UTILITS ETF
464287705
92723
770
SH
SOLE
0
0
0
ISHARES CORE S&P SMALL-CAP ETF
CORE S&P SCP ETF
464287804
16337397
148333
SH
SOLE
0
0
0
ISHARES CORE S&P SMALL-CAP ETF
CORE S&P SCP ETF
464287804
170166
1545
SH
OTR
0
0
0
ISHARES CORE S&P 500 ETF
CORE S&P500 ETF
464287200
286079520
1520568
SH
SOLE
0
0
0
ISHARES CORE S&P 500 ETF
CORE S&P500 ETF
464287200
3063860
16285
SH
OTR
0
0
0
ISHARES DJ SELECT DIVIDEND ETF
SELECT DIVID ETF
464287168
2080015
28369
SH
SOLE
0
0
0
ISHARES S&P 500 GROWTH ETF
S&P 500 GRWTH ETF
464287309
264576
2650
SH
SOLE
0
0
0
ISHARES DJ US CONSMER CYCLIC ETF
U.S. CNSM SV ETF
464287580
396323
3295
SH
SOLE
0
0
0
ISHARES MSCI ACWI EX US INDU ETF
EX U.S. INDS ETF
464289610
1203409
18275
SH
SOLE
0
0
0
ISHARES MSCI ACWI EX US UTIL
EX US UTILIT ETF
464289545
534015
11675
SH
SOLE
0
0
0
ISHARES MSCI CANADA ETF
MSCI CDA ETF
464286509
425727
14407
SH
SOLE
0
0
0
ISHARES MSCI CANADA ETF
MSCI CDA ETF
464286509
21867
740
SH
OTR
0
0
0
ISHARES MSCI EAFE ETF
MSCI EAFE ETF
464287465
60712378
903458
SH
SOLE
0
0
0
ISHARES MSCI FRONTIER 100 FUND
MSCI FRNTR100ETF
464286145
82179
2267
SH
SOLE
0
0
0
ISHARES MSCI EAFE SMALL CAP ETF
EAFE SML CP ETF
464288273
337003
6456
SH
SOLE
0
0
0
ISHARES MSCI EAFE VALUE ETF
EAFE VALUE ETF
464288877
356132
6185
SH
SOLE
0
0
0
ISHARES MSCI EMERGING MKT ETF
MSCI EMG MKT ETF
464287234
11994728
292483
SH
SOLE
0
0
0
ISHARES MSCI EMERGING MKT ETF
MSCI EMG MKT ETF
464287234
100475
2450
SH
OTR
0
0
0
ISHARES MSCI EX US FN ETF
MSCI ACWI FN ETF
464289164
477257
19075
SH
SOLE
0
0
0
ISHARES MSCI FRANCE ETF
MSCI FRANCE ETF
464286707
1404228
48090
SH
SOLE
0
0
0
ISHARES MSCI GERMANY ETF
MSCI GERMANY ETF
464286806
715877
22835
SH
SOLE
0
0
0
ISHARES MSCI ITALY CAPPED ETF
MSCI ITALCPD ETF
464286855
225006
12705
SH
SOLE
0
0
0
ISHARES MSCI MX CPD IVSTBL MK ETF
MSCI MEX CAP ETF
464286822
873237
13655
SH
SOLE
0
0
0
ISHARES MSCI NETHERLANDS INV MKT ETF
MSCI NETHERL ETF
464286814
413349
15825
SH
SOLE
0
0
0
ISHARES MSCI SOUTH KOREA CPD ETF
MSCI STH KOR ETF
464286772
944363
15353
SH
SOLE
0
0
0
ISHARES S&P GSCI COMMODITY I
UNIT BEN INT
46428R107
70886
2150
SH
SOLE
0
0
0
ISHARES MSCI USA MIN VOL ETF
USA MIN VOL ETF
46429B697
27354236
758786
SH
SOLE
0
0
0
ISHARES RUSSELL 1000 ETF
RUS 1000 ETF
464287622
1409471
13453
SH
SOLE
0
0
0
ISHARES RUSSELL 2000 ETF
RUSSELL 2000 ETF
464287655
3294400
28317
SH
SOLE
0
0
0
ISHARES S&P 500 VALUE ETF
S&P 500 VAL ETF
464287408
257659
2965
SH
SOLE
0
0
0
ISHARES TR
US TECH ETF
464287721
136590
1500
SH
SOLE
0
0
0
ISHARES TR MSCI EAFE GROWTH ETF
EAFE GRWTH ETF
464288885
45848458
646208
SH
SOLE
0
0
0
ISHARES TR MSCI EAFE GROWTH ETF
EAFE GRWTH ETF
464288885
401932
5665
SH
OTR
0
0
0
KAYNE ANDERSON MLP INVESTMENT
COM
486606106
568638
15490
SH
SOLE
0
0
0
PIMCO ETF TR
TOTAL RETN ETF
72201R775
235195
2205
SH
SOLE
0
0
0
POWERSHARES BUYBACK ACHIEVERS
DYNA BUYBK ACH
73935X286
57933882
1331151
SH
SOLE
0
0
0
POWERSHARES BUYBACK ACHIEVERS
DYNA BUYBK ACH
73935X286
538995
12385
SH
OTR
0
0
0
POWERSHARES S&P EM-MK LOW VO
EM MRK LOW VOL
73937B662
43086127
1614693
SH
SOLE
0
0
0
POWERSHARES S&P EM-MK LOW VO
EM MRK LOW VOL
73937B662
10405
390
SH
OTR
0
0
0
POWERSHARES S&P INT DEV LOW
INTL DEV LOWVL
73937B688
80490484
2508278
SH
SOLE
0
0
0
POWERSHARES S&P INT DEV LOW
INTL DEV LOWVL
73937B688
23586
735
SH
OTR
0
0
0
POWERSHARES S&P 500 LOW VOLATILITY
S&p500 LOW VOL
73937B779
196373
5771
SH
OTR
0
0
0
SPDR DJ WILSHIRE INTL REAL ESTATE
DJ INTL RL ETF
78463X863
1147424
27870
SH
SOLE
0
0
0
SPDR DJ WILSHIRE INTL REAL ESTATE
DJ INTL RL ETF
78463X863
16880
410
SH
OTR
0
0
0
SPDR S&P EMERGING SMALL CAP
S&P EMKTSC ETF
78463X756
696135
14674
SH
SOLE
0
0
0
SPDR S&P MIDCAP 400 ETF TRUST
UT SER1 S&PDCRP
78467Y107
34022734
136087
SH
SOLE
0
0
0
SPDR S&P MIDCAP 400 ETF TRUST
UT SER1 S&PDCRP
78467Y107
355809
1420
SH
OTR
0
0
0
SPDR S&P 500 ETF TRUST
TR UNIT
78462F103
18861829
100860
SH
SOLE
0
0
0
TECHNOLOGY SELECT SECT SPDR
TECHNOLOGY
81369Y803
363864
10010
SH
SOLE
0
0
0
UTILITIES SELECT SECTOR SPDR
SBI INT-UTILS
81369Y886
375628
9060
SH
SOLE
0
0
0
VANGUARD DIVIDEND APPREC ETF
DIV APP ETF
921908844
55454665
737135
SH
SOLE
0
0
0
VANGUARD DIVIDEND APPREC ETF
DIV APP ETF
921908844
854237
11355
SH
OTR
0
0
0
VANGUARD S&P SMALL CAP 600
SMLLCP 600 IDX
921932828
5957
60
SH
OTR
0
0
0
VANGUARD FTSE ALL WORLD X-US SC
FTSE SMCAP ETF
922042718
11255593
105332
SH
SOLE
0
0
0
VANGUARD FTSE ALL WORLD X-US SC
FTSE SMCAP ETF
922042718
81214
760
SH
OTR
0
0
0
VANGUARD FTSE DEVELOPED MARKETS ETF
FTSE DEV MKT ETF
921943858
225380072
5476364
SH
SOLE
0
0
0
VANGUARD FTSE DEVELOPED MARKETS ETF
FTSE DEV MKT ETF
921943858
2053389
49755
SH
OTR
0
0
0
VANGUARD FTSE EMERGING MARKETS ETF
FTSE EMR MKT ETF
922042858
98449823
2426068
SH
SOLE
0
0
0
VANGUARD FTSE EMERGING MARKETS ETF
FTSE EMR MKT ETF
922042858
582526
14355
SH
OTR
0
0
0
VANGUARD GLBL EX-US REAL EST
GLB EX US ETF
922042676
1356390
25086
SH
SOLE
0
0
0
VANGUARD GLBL EX-US REAL EST
GLB EX US ETF
922042676
123280
2280
SH
OTR
0
0
0
VANGUARD HIGH DVD YIELD ETF
HIGH DIV YLD
921946406
411542
6520
SH
SOLE
0
0
0
VANGUARD S&P 500 ETF
S&P 500 ETF SHS
922908363
2073684
12433
SH
SOLE
0
0
0
VANGUARD REIT ETF
REIT ETF
922908553
2825
40
SH
SOLE
0
0
0
VANGUARD MID CAP ETF
MID CAP ETF
922908553
28579
252
SH
SOLE
0
0
0
VANGUARD TOT WORLD STK INDEX
TT WRLD ST ETF
922042742
788118
13208
SH
SOLE
0
0
0
VANGUARD SMALL-CAP ETF
SMALL CP ETF
922908751
1717
15
SH
SOLE
0
0
0
WISDOMTREE EMERGING MKTS S/C DIV FD
EMG MKTS SMCAP
97717W281
29425530
631314
SH
SOLE
0
0
0
WISDOMTREE EMERGING MKTS S/C DIV FD
EMG MKTS SMCAP
97717W281
213241
4575
SH
OTR
0
0
0
PIMCO TOTAL RETURN ETF
TOTL RETN ETF
72201R775
1395113
13080
SH
SOLE
0
0
0
VANGUARD TOTAL BOND MARKET ETF
TOTAL BND MRKT
921937835
729566
8986
SH
SOLE
0
0
0
VANGUARD TOTAL INTERNATIONAL
INTL BD IDX ETF
92203J407
48978626
967766
SH
SOLE
0
0
0