0001399794-15-000008.txt : 20150514 0001399794-15-000008.hdr.sgml : 20150514 20150514163125 ACCESSION NUMBER: 0001399794-15-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150514 DATE AS OF CHANGE: 20150514 EFFECTIVENESS DATE: 20150514 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: 15863315 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 FORMER COMPANY: FORMER CONFORMED NAME: CHOATE INVESTMENT ADVISORS DATE OF NAME CHANGE: 20150512 FORMER COMPANY: FORMER CONFORMED NAME: Choate Investment Advisors DATE OF NAME CHANGE: 20070517 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001399794 XXXXXXXX 03-31-2015 03-31-2015 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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ADR ADR 881624209 2955512 47440 SH SOLE 767 0 46673 TEVA PHARMACEUTICAL INDS SPONS ADR ADR 881624209 66910 1074 SH OTR 185 0 889 ACCENTURE PLC CL A SHS CL A G1151C101 420949 4493 SH SOLE 1252 0 3241 ACTAVIS PLC SHS CL A G0083B108 1028872 3457 SH SOLE 1030 0 2427 CARNIVAL CORP SHS 143658300 484715 10132 SH SOLE 0 0 10132 EATON CORP PLC SHS G29183103 421772 6208 SH SOLE 170 0 6038 LYONDELLBASELL INDUSTRIES NV SHS - A - N53745100 301242 3431 SH SOLE 155 0 3276 MEDTRONIC PLC SHS G5960L103 332393 4262 SH SOLE 2527 0 1735 MEDTRONIC PLC SHS G5960L103 46794 600 SH OTR 600 0 0 NABORS INDUSTRIES LTD SHS G6359F103 478583 35061 SH SOLE 1193 0 33868 NXP SEMICONDUCTORS COM N6596X109 1034812 10311 SH SOLE 10311 0 0 PARTNERRE LTD BERMUDA COM G6852T105 417533 3652 SH SOLE 0 0 3652 SCHLUMBERGER LTD COM 806857108 1920872 23021 SH SOLE 2256 0 20765 SEAGATE TECHNOLOGY PLC SHS G7945M107 432161 8306 SH SOLE 474 0 7832 SEAGATE TECHNOLOGY PLC SHS G7945M107 15713 302 SH OTR 0 0 302 UNILEVER NV NY SHARES N Y SHS NEW 904784709 331908 7948 SH SOLE 721 0 7227 VALIDUS HOLDING LTD COM STK USD0.175 COM SHS G9319H102 18566 441 SH OTR 0 0 441 DANAHER CORP CONV Z-CPN 1/22/21 NOTE 1/2 235851AF9 51739 21000 SH SOLE 0 0 0 EPR PROPERTIES REIT REAL ESTATE 26884U109 241020 4015 SH SOLE 0 0 0 EPR PROPERTIES REIT REAL ESTATE 26884U109 23309 297 SH OTR 0 0 0 FINANCIAL SELECT SECTOR SPDR COM SH BEN INT 81369Y605 1247644 51748 SH SOLE 0 0 0 ISHARES CORE S&P SMALL-CAP ETF CORE S&P SCP ETF 464287804 15783208 133722 SH SOLE 0 0 0 ISHARES CORE S&P SMALL-CAP ETF CORE S&P SCP ETF 464287804 185780 1574 SH OTR 0 0 0 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 373233168 1795858 SH SOLE 0 0 0 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 3901593 18773 SH OTR 0 0 0 ISHARES DJ SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 1771810 22733 SH SOLE 0 0 0 ISHARES DJ SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 319164 4095 SH OTR 0 0 0 ISHARES DJ US CONSMER CYCLIC ETF U.S. CNSM SV ETF 464287580 217598 1509 SH SOLE 0 0 0 ISHARES FTSE CHINA 25 ETF CHINA LG-CAP ETF 464287184 1850592 41680 SH SOLE 0 0 0 ISHARES MSCI BRAZIL CAPPED ETF MSCI BRZ CAP ETF 464286400 1490577 47516 SH SOLE 0 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 45167081 703866 SH SOLE 0 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 73475 1145 SH OTR 0 0 0 ISHARES MSCI EAFE VALUE ETF EAFE VALUE ETF 464288877 329537 6185 SH SOLE 0 0 0 ISHARES MSCI EMERGING MKT ETF MSCI EMG MKT ETF 464287234 7766600 193536 SH SOLE 0 0 0 ISHARES MSCI EMERGING MKT ETF MSCI EMG MKT ETF 464287234 258839 6450 SH OTR 0 0 0 ISHARES MSCI GERMANY ETF MSCI GERMANY ETF 464286806 274826 9210 SH SOLE 0 0 0 ISHARES MSCI RUSSIA CAPPED MSCI RUSSIA CAP 46434G806 157933 12130 SH SOLE 0 0 0 ISHARES MSCI USA MIN VOL ETF USA MIN VOL ETF 46429B697 135649759 3287682 SH SOLE 0 0 0 ISHARES MSCI USA MIN VOL ETF USA MIN VOL ETF 46429B697 767601 18604 SH OTR 0 0 0 ISHARES RUSSELL MIDCAP ETF RUS MID-CAP ETF 464287499 551733 3187 SH SOLE 0 0 0 ISHARES RUSSELL 1000 ETF RUS 1000 ETF 464287622 2163267 18673 SH SOLE 0 0 0 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 2098122 16870 SH SOLE 0 0 0 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 93278 750 SH OTR 0 0 0 ISHARES S&P GLOBAL UTILITIES ETF GLOB UTILITS ETF 464288711 1539080 33127 SH SOLE 0 0 0 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 53215 467 SH SOLE 0 0 0 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 301968 2650 SH OTR 0 0 0 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 225846 2440 SH SOLE 0 0 0 ISHARES TR MSCI EAFE GROWTH ETF EAFE GRWTH ETF 464288885 7142025 101927 SH SOLE 0 0 0 POWERSHARES BUYBACK ACHIEVERS DYNA BUYBK ACH 73935X286 73551190 1491608 SH SOLE 0 0 0 POWERSHARES BUYBACK ACHIEVERS DYNA BUYBK ACH 73935X286 462873 9387 SH OTR 0 0 0 POWERSHARES RAFI US 1000 FTSE RAFI 1000 73935X583 35348384 387125 SH SOLE 0 0 0 POWERSHARES RAFI US 1000 FTSE RAFI 1000 73935X583 349846 4221 SH OTR 0 0 0 POWERSHARES S&P EM-MK LOW VO EM MRK LOW VOL 73937B662 34967392 1361754 SH SOLE 0 0 0 POWERSHARES S&P EM-MK LOW VO EM MRK LOW VOL 73937B662 245664 9579 SH OTR 0 0 0 POWERSHARES S&P INT DEV LOW INTL DEV LOWVL 73937B688 118482498 3793868 SH SOLE 0 0 0 POWERSHARES S&P INT DEV LOW INTL DEV LOWVL 73937B688 848707 27176 SH OTR 0 0 0 SPDR DJ WILSHIRE INTL REAL ESTATE DJ INTL RL ETF 78463X863 536042 12374 SH SOLE 0 0 0 SPDR DJ WILSHIRE INTL REAL ESTATE DJ INTL RL ETF 78463X863 17761 410 SH OTR 0 0 0 SPDR S&P DIVIDEND ETF S&P DIVID ETF 78464A763 383571 4905 SH SOLE 0 0 0 SPDR S&P EMERGING SMALL CAP S&P EMKTSC ETF 78463X756 29685405 663361 SH SOLE 0 0 0 SPDR S&P EMERGING SMALL CAP S&P EMKTSC ETF 78463X756 170050 3800 SH OTR 0 0 0 SPDR S&P MIDCAP 400 ETF TRUST UTSER1 S&PDCRP 78467Y107 33246621 119920 SH SOLE 0 0 0 SPDR S&P MIDCAP 400 ETF TRUST UTSER1 S&PDCRP 78467Y107 301914 1089 SH OTR 0 0 0 SPDR S&P 500 ETF TRUST TR UNIT 78462F103 19859598 96205 SH SOLE 0 0 0 TECHNOLOGY SELECT SECT SPDR TECNOLOGY 81369Y803 1151162 27779 SH SOLE 0 0 0 VANGUARD DIVIDEND APPREC ETF DIV APP ETF 921908844 30241431 375810 SH SOLE 0 0 0 VANGUARD DIVIDEND APPREC ETF DIV APP ETF 921908844 300958 3740 SH OTR 0 0 0 VANGUARD FTSE ALL WORLD X-US SC FTSE SMCAP ETF 922042718 5487887 55288 SH SOLE 0 0 0 VANGUARD FTSE ALL WORLD X-US SC FTSE SMCAP ETF 922042718 75438 760 SH OTR 0 0 0 VANGUARD FTSE DEVELOPED MARKETS ETF FTSE DEV MKT ETF 921943858 208345751 5230875 SH SOLE 0 0 0 VANGUARD FTSE DEVELOPED MARKETS ETF FTSE DEV MKT ETF 921943858 2276523 57156 SH OTR 0 0 0 VANGUARD FTSE EMERGING MARKETS ETF FTSE EMR MKT ETF 922042858 93334083 2283682 SH SOLE 0 0 0 VANGUARD FTSE EMERGING MARKETS ETF FTSE EMR MKT ETF 922042858 680772 16657 SH OTR 0 0 0 VANGUARD HIGH DVD YIELD ETF HIGH DIV YLD 921946406 445316 6520 SH SOLE 0 0 0 VANGUARD REIT ETF REIT ETF 922908553 13817819 163893 SH SOLE 0 0 0 VANGUARD REIT ETF REIT ETF 922908553 5059 60 SH OTR 0 0 0 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 1330833 7034 SH SOLE 0 0 0 VANGUARD TOT WORLD STK INDEX TT WRLD ST ETF 922042742 638257 10363 SH SOLE 0 0 0 WISDOMTREE EMERGING MKTS S/C DIV FD EMG MKTS SMCAP 97717W281 713209 16125 SH SOLE 0 0 0 WISDOMTREE EMERGING MKTS S/C DIV FD EMG MKTS SMCAP 97717W281 21452 485 SH OTR 0 0 0 WISDOMTREE JAPAN HEDGED EQUITY FUND JAPN HEDGE EQT 97717W851 1931736 35046 SH SOLE 0 0 0 ALLIANCEBERNSTEIN GL HI INC COM 01879R106 698339 55556 SH SOLE 0 0 0 ISHARES IBOXX H/Y CORP BOND ETF IBOXX HI YD ETF 464288513 51793220 571606 SH SOLE 0 0 0 ISHARES IBOXX H/Y CORP BOND ETF IBOXX HI YD ETF 464288513 48929 540 SH OTR 0 0 0 VANGUARD LONG-TERM GOV BOND LONG-TERM GOV 92206C847 1950170 24280 SH SOLE 0 0 0 VANGUARD TOTAL BOND MARKET ETF TOTAL BND MRKT 921937835 552826 6631 SH SOLE 0 0 0 VANGUARD TOTAL INTERNATIONAL INTL BD INDX ETF 92203J407 21358140 394863 SH SOLE 0 0 0 VANGUARD TOTAL INTERNATIONAL INTL BD INDX ETF 92203J407 285866 5285 SH OTR 0 0 0