0001399794-15-000002.txt : 20150218 0001399794-15-000002.hdr.sgml : 20150216 20150217145413 ACCESSION NUMBER: 0001399794-15-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150217 DATE AS OF CHANGE: 20150217 EFFECTIVENESS DATE: 20150217 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: 15621324 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 12-31-2014 12-31-2014 Choate Investment Advisors

TWO INTERNATIONAL PLACE BOSTON MA 02110

13F HOLDINGS REPORT 028-12523 N TODD M. MILLAY 617-248-4770 TODD M. 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SPONS ADR ADR 881624209 2719648 47290 SH SOLE 617 0 46673 TEVA PHARMACEUTICAL INDS SPONS ADR ADR 881624209 61766 1074 SH OTR 185 0 889 ACCENTURE PLC CL A SHS CL A G1151C101 371530 4160 SH SOLE 919 0 3241 ACTAVIS PLC SHS CL A G0083B108 715342 2779 SH SOLE 244 0 2535 CARNIVAL CORP SHS 143658300 459284 10132 SH SOLE 0 0 10132 EATON CORP PLC SHS G29183103 435080 6402 SH SOLE 299 0 6103 LYONDELLBASELL INDUSTRIES NV SHS - A - N53745100 300809 3789 SH SOLE 47 0 3742 NABORS INDUSTRIES LTD SHS G6359F103 458012 35286 SH SOLE 850 0 34436 NXP SEMICONDUCTORS COM N6596X109 595156 7790 SH SOLE 7790 0 0 PARTNERRE LTD BERMUDA COM G6852T105 420227 3682 SH SOLE 0 0 3682 SCHLUMBERGER LTD COM 806857108 2584934 30265 SH SOLE 2160 0 28105 SEAGATE TECHNOLOGY PLC SHS G7945M107 624103 9385 SH SOLE 647 0 8738 TORONTO DOMINION BANK COM NEW 891160509 446743 9350 SH SOLE 0 0 9350 TRANSCANADA CORP COM 89353D107 903440 18400 SH SOLE 0 0 18400 UNILEVER NV NY SHARES N Y SHS NEW 904784709 310290 7948 SH SOLE 721 0 7227 DANAHER CORP CONV Z-CPN 1/22/21 NOTE 1/2 235851AF9 52238 21000 SH SOLE 0 0 0 EPR PROPERTIES REIT REAL ESTATE 26884U109 283367 4917 SH SOLE 0 0 0 FINANCIAL SELECT SECTOR SPDR COM SH BEN INT 81369Y605 1129790 45685 SH SOLE 0 0 0 ISHARES MSCI FRONTIER 100 MSCI FRNTR100ETF 464286145 58120 1887 SH SOLE 0 0 0 ISHARES US UTILITIES U.S. UTILITS ETF 464287697 39620 335 SH SOLE 0 0 0 ISHARES US TECHNOLOGY U.S. TECH ETF 464287721 156600 1500 SH SOLE 0 0 0 ISHARES CORE S&P SMALL-CAP ETF CORE S&P SCP ETF 464287804 8272201 72525 SH SOLE 0 0 0 ISHARES CORE S&P SMALL-CAP ETF CORE S&P SCP ETF 464287804 168239 1475 SH OTR 0 0 0 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 358039675 1730747 SH SOLE 0 0 0 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 3595401 17380 SH OTR 0 0 0 ISHARES DJ SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 2115057 26638 SH SOLE 0 0 0 ISHARES DJ SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 325143 4095 SH OTR 0 0 0 ISHARES DJ US CONSMER CYCLIC ETF U.S. CNSM SV ETF 464287580 300179 2179 SH SOLE 0 0 0 ISHARES FTSE CHINA 25 ETF CHINA LG-CAP ETF 464287184 1878727 45140 SH SOLE 0 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 50494280 829952 SH SOLE 0 0 0 ISHARES MSCI EAFE VALUE ETF EAFE VALUE ETF 464288877 315621 6185 SH SOLE 0 0 0 ISHARES MSCI EMERGING MKT ETF MSCI EMG MKT ETF 464287234 9091981 231407 SH SOLE 0 0 0 ISHARES MSCI EMERGING MKT ETF MSCI EMG MKT ETF 464287234 253421 6450 SH OTR 0 0 0 ISHARES MSCI GERMANY ETF MSCI GERMANY ETF 464286806 258175 9419 SH SOLE 0 0 0 ISHARES MSCI PHILIPPINES ETF MSCI PHILIPS ETF 46429B408 1490564 39020 SH SOLE 0 0 0 ISHARES MSCI RUSSIA ETF MSCI RUSSIA CAP 46429B705 133453 11635 SH SOLE 0 0 0 ISHARES MSCI USA MIN VOL ETF USA MIN VOL ETF 46429B697 104535915 2582409 SH SOLE 0 0 0 ISHARES MSCI USA MIN VOL ETF USA MIN VOL ETF 46429B697 700506 17305 SH OTR 0 0 0 ISHARES RUSSELL MIDCAP ETF RUS MID-CAP ETF 464287499 564929 3382 SH SOLE 0 0 0 ISHARES MSCI PACIFIC EX-JAPAN MSCI PAC JP ETF 464286665 39555 900 SH SOLE 0 0 0 ISHARES RUSSELL 1000 ETF RUS 1000 ETF 464287622 2140486 18673 SH SOLE 0 0 0 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 2426372 20284 SH SOLE 0 0 0 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 89715 750 SH OTR 0 0 0 ISHARES S&P 400 VALUE ETF S&P MC 400VL ETF 464287705 98729 770 SH SOLE 0 0 0 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 355111 3182 SH SOLE 0 0 0 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 295740 2650 SH OTR 0 0 0 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 228799 2440 SH SOLE 0 0 0 ISHARES TR MSCI EAFE GROWTH ETF EAFE GRWTH ETF 464288885 17690649 268814 SH SOLE 0 0 0 POWERSHARES BUYBACK ACHIEVERS DYNA BUYBK ACH 73935X286 69293386 1442110 SH SOLE 0 0 0 POWERSHARES BUYBACK ACHIEVERS DYNA BUYBK ACH 73935X286 411548 8565 SH OTR 0 0 0 POWERSHARES RAFI US 1000 FTSE RAFI 1000 73935X583 25608263 280086 SH SOLE 0 0 0 POWERSHARES RAFI US 1000 FTSE RAFI 1000 73935X583 288005 3150 SH OTR 0 0 0 POWERSHARES S&P EM-MK LOW VO EM MRK LOW VOL 73937B662 34670875 1355920 SH SOLE 0 0 0 POWERSHARES S&P EM-MK LOW VO EM MRK LOW VOL 73937B662 238312 9320 SH OTR 0 0 0 POWERSHARES S&P INT DEV LOW INTL DEV LOWVL 73937B688 104968034 3392632 SH SOLE 0 0 0 POWERSHARES S&P INT DEV LOW INTL DEV LOWVL 73937B688 816971 26405 SH OTR 0 0 0 POWERSHARES S&P 500 LOW VOLA S&P500 LOW VOL 73937B779 225331 5936 SH SOLE 0 0 0 SPDR DJ WILSHIRE INTL REAL ESTATE DJ INTL RL ETF 78463X863 550719 13248 SH SOLE 0 0 0 SPDR DJ WILSHIRE INTL REAL ESTATE DJ INTL RL ETF 78463X863 17044 410 SH OTR 0 0 0 SPDR S&P DIVIDEND ETF S&P DIVID ETF 78464A763 386514 4905 SH SOLE 0 0 0 SPDR S&P EMERGING SMALL CAP S&P EMKTSC ETF 78463X756 23651977 533423 SH SOLE 0 0 0 SPDR S&P EMERGING SMALL CAP S&P EMKTSC ETF 78463X756 155190 3500 SH OTR 0 0 0 SPDR S&P MIDCAP 400 ETF TRUST UTSER1 S&PDCRP 78467Y107 19397571 73484 SH SOLE 0 0 0 SPDR S&P MIDCAP 400 ETF TRUST UTSER1 S&PDCRP 78467Y107 270569 1025 SH OTR 0 0 0 SPDR S&P 500 ETF TRUST TR UNIT 78462F103 19900383 96820 SH SOLE 0 0 0 TECHNOLOGY SELECT SECT SPDR TECNOLOGY 81369Y803 1114093 26943 SH SOLE 0 0 0 VANGUARD DIVIDEND APPREC ETF DIV APP ETF 921908844 41615439 512758 SH SOLE 0 0 0 VANGUARD DIVIDEND APPREC ETF DIV APP ETF 921908844 303538 3740 SH OTR 0 0 0 VANGUARD FTSE ALL WORLD X-US SC FTSE SMCAP ETF 922042718 5978606 62728 SH SOLE 0 0 0 VANGUARD FTSE ALL WORLD X-US SC FTSE SMCAP ETF 922042718 72436 760 SH OTR 0 0 0 VANGUARD FTSE DEVELOPED MARKETS ETF FTSE DEV MKT ETF 921943858 223656968 5904355 SH SOLE 0 0 0 VANGUARD FTSE DEVELOPED MARKETS ETF FTSE DEV MKT ETF 921943858 1997526 52733 SH OTR 0 0 0 VANGUARD FTSE EMERGING MARKETS ETF FTSE EMR MKT ETF 922042858 103647518 2589893 SH SOLE 0 0 0 VANGUARD FTSE EMERGING MARKETS ETF FTSE EMR MKT ETF 922042858 595698 14885 SH OTR 0 0 0 VANGUARD HIGH DVD YIELD ETF HIGH DIV YLD 921946406 448250 6520 SH SOLE 0 0 0 VANGUARD REIT ETF REIT ETF 922908553 211896 2616 SH SOLE 0 0 0 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 1325206 7034 SH SOLE 0 0 0 VANGUARD TOT WORLD STK INDEX TT WRLD ST ETF 922042742 513004 8533 SH SOLE 0 0 0 WISDOMTREE EMERGING MKTS S/C DIV FD EMG MKTS SMCAP 97717W281 2277769 52775 SH SOLE 0 0 0 WISDOMTREE EMERGING MKTS S/C DIV FD EMG MKTS SMCAP 97717W281 20933 485 SH OTR 0 0 0 WISDOMTREE JAPAN HEDGED EQUITY FUND JAPN HEDGE EQT 97717W851 1804033 36645 SH SOLE 0 0 0 ALLIANCEBERNSTEIN GL HI INC COM 01879R106 690561 55556 SH SOLE 0 0 0 ISHARES IBOXX H/Y CORP BOND ETF IBOXX HI YD ETF 464288513 1837965 20513 SH SOLE 0 0 0 ISHARES IBOXX H/Y CORP BOND ETF IBOXX HI YD ETF 464288513 48384 540 SH OTR 0 0 0 PIMCO TOTAL RETURN ETF TTL RTN ACTV ETF 72201R775 448674 4185 SH SOLE 0 0 0 VANGUARD TOTAL BOND MARKET ETF TOTAL BND MRKT 921937835 388704 4719 SH SOLE 0 0 0 VANGUARD TOTAL INTERNATIONAL INTL BD INDX ETF 92203J407 44595511 839682 SH SOLE 0 0 0 VANGUARD TOTAL INTERNATIONAL INTL BD INDX ETF 92203J407 280686 5285 SH OTR 0 0 0