0001399794-16-000018.txt : 20160504 0001399794-16-000018.hdr.sgml : 20160504 20160504113626 ACCESSION NUMBER: 0001399794-16-000018 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160331 FILED AS OF DATE: 20160504 DATE AS OF CHANGE: 20160504 EFFECTIVENESS DATE: 20160504 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: 161618077 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 true false 0001399794 XXXXXXXX 03-31-2016 03-31-2016 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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TECHNOLOGY SEC ETF U.S. TECH ETF 464287721 48174 444 SH SOLE 0 0 0 ISHARES DJ US TECHNOLOGY SEC ETF U.S. TECH ETF 464287721 162750 1500 SH OTR 0 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 32395030 566743 SH SOLE 0 0 0 ISHARES MSCI EMERGING MKT ETF MSCI EMG MKT ETF 464287234 3581899 104581 SH SOLE 0 0 0 ISHARES MSCI EMERGING MKT ETF MSCI EMG MKT ETF 464287234 83913 2450 SH OTR 0 0 0 ISHARES MSCI JAPAN ETF MSCI JAPAN ETF 464286848 159740 14000 SH SOLE 0 0 0 ISHARES MSCI RUSSIA CAPPED MSCI RUSSIA CAP 46434G806 155628 12130 SH SOLE 0 0 0 ISHARES MSCI SINGAPORE ETF MSCI SINGAP ETF 464286673 1329101 122385 SH SOLE 0 0 0 ISHARES MSCI USA MIN VOL ETF USA MIN VOL ETF 46429B697 22926276 521882 SH SOLE 0 0 0 ISHARES RUSSELL MIDCAP ETF RUS MID-CAP ETF 464287499 441676 2711 SH SOLE 0 0 0 ISHARES RUSSELL 1000 ETF RUS 1000 ETF 464287622 2130029 18673 SH SOLE 0 0 0 ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 757729 7594 SH SOLE 0 0 0 ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 586931 5940 SH SOLE 0 0 0 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 2521147 22789 SH SOLE 0 0 0 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 82973 750 SH OTR 0 0 0 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 553375 4775 SH SOLE 0 0 0 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 307109 2650 SH OTR 0 0 0 ISHARES S&P 500 VALUE ETF S&P 500 GRWT ETF 464287408 287956 3202 SH SOLE 0 0 0 ISHARES TR MSCI EAFE GROWTH ETF EAFE GRWTH ETF 464288885 1080337 16416 SH SOLE 0 0 0 MARKET VECTORS GOLD MINERS GOLD MINER ETF 57060U100 239640 12000 SH SOLE 0 0 0 POWERSHARES BUYBACK ACHIEVERS DYNA BUYBK ACH 73935X286 17720936 391018 SH SOLE 0 0 0 POWERSHARES BUYBACK ACHIEVERS DYNA BUYBK ACH 73935X286 10650 235 SH OTR 0 0 0 POWERSHARES FTSE INTL LO BET FTSE INTL LOW 73937B480 122814621 4968229 SH SOLE 0 0 0 POWERSHARES FTSE INTL LO BET FTSE INTL LOW 73937B480 241267 9760 SH OTR 0 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 254873 2334 SH SOLE 0 0 0 POWERSHARES RAFI US 1000 FTSE RAFI 1000 73935X583 56133127 636791 SH SOLE 0 0 0 POWERSHARES RAFI US 1000 FTSE RAFI 1000 73935X583 16749 190 SH OTR 0 0 0 POWERSHARES RUSS LOW BETA EQ RUSEL 1000 LOW 73937B472 121277158 4737389 SH SOLE 0 0 0 POWERSHARES RUSS LOW BETA EQ RUSEL 1000 LOW 73937B472 304768 11905 SH OTR 0 0 0 POWERSHARES S&P EM-MK LOW VO EM MRK LOW VOL 73937B662 458261 20322 SH SOLE 0 0 0 POWERSHARES S&P EM-MK LOW VO EM MRK LOW VOL 73937B662 564 25 SH OTR 0 0 0 POWERSHARES S&P INT DEV LOW INTL DEV LOWVL 73937B688 7395434 247091 SH SOLE 0 0 0 POWERSHARES S&P INT DEV LOW INTL DEV LOWVL 73937B688 1646 55 SH OTR 0 0 0 POWERSHARES S&P 500 LOW VOLA S&P500 LOW VOL 73937B779 249562 6188 SH SOLE 0 0 0 SPDR DJ WILSHIRE INTL REAL ESTATE DJ INTL RL ETF 78463X863 241629 5828 SH SOLE 0 0 0 SPDR DJ WILSHIRE INTL REAL ESTATE DJ INTL RL ETF 78463X863 16999 410 SH OTR 0 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 292571 2487 SH SOLE 0 0 0 SPDR S&P DIVIDEND ETF S&P DIVID ETF 78464A763 363682 4550 SH SOLE 0 0 0 SPDR S&P EMERGING SMALL CAP S&P EMKTSC ETF 78463X756 280741 7217 SH SOLE 0 0 0 SPDR S&P INSURANCE ETF S&P INS ETF 78464A789 573653 8285 SH SOLE 0 0 0 SPDR S&P MIDCAP 400 ETF TRUST UTSER1 S&PDCRP 78467Y107 45398804 172803 SH SOLE 0 0 0 SPDR S&P MIDCAP 400 ETF TRUST UTSER1 S&PDCRP 78467Y107 57798 220 SH OTR 0 0 0 SPDR S&P 500 ETF TRUST TR UNIT 78462F103 18876806 91849 SH SOLE 0 0 0 TECHNOLOGY SELECT SECT SPDR TECHNOLOGY 81369Y803 776699 17509 SH SOLE 0 0 0 UTILITIES SELECT SECTOR SPDR SBI INT-UTILS 81369Y886 347340 7000 SH SOLE 0 0 0 VANGUARD DIVIDEND APPREC ETF DIV APP ETF 921908844 9208063 113330 SH SOLE 0 0 0 VANGUARD DIVIDEND APPREC ETF DIV APP ETF 921908844 16250 200 SH OTR 0 0 0 VANGUARD FTSE ALL WORLD X-US SC FTSE SMCAP ETF 922042718 2245882 24051 SH SOLE 0 0 0 VANGUARD FTSE ALL WORLD X-US SC FTSE SMCAP ETF 922042718 70969 760 SH OTR 0 0 0 VANGUARD FTSE ALL-WORLD EX-US ALLWRLD EX US 922042775 237325 5500 SH SOLE 0 0 0 VANGUARD FTSE DEVELOPED MARKETS ETF FTSE DEV MKT ETF 921943858 43975425 1225625 SH SOLE 0 0 0 VANGUARD FTSE DEVELOPED MARKETS ETF FTSE DEV MKT ETF 921943858 22604 630 SH OTR 0 0 0 VANGUARD FTSE EMERGING MARKETS ETF FTSE EMR MKT ETF 922042858 674725 19512 SH SOLE 0 0 0 VANGUARD HIGH DVD YIELD ETF HIGH DIV YLD 921946406 564747 8180 SH SOLE 0 0 0 VANGUARD REIT ETF REIT ETF 922908553 618193 7377 SH SOLE 0 0 0 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 1326331 7034 SH SOLE 0 0 0 VANGUARD TOT WORLD STK INDEX TT WRLD ST ETF 922042742 804602 13947 SH SOLE 0 0 0 VANGUARD TOTAL STOCK MARKET ETF TOTAL STK MKT 922908769 341818 3261 SH SOLE 0 0 0 WISDOMTREE INDIA EARNINGS INDIA ERNGS FD 97717W422 234120 12000 SH SOLE 0 0 0 ALLIANCEBERNSTEIN GL HI INC COM 01879R106 647783 55556 SH SOLE 0 0 0 ISHARES IBOXX H/Y CORP BOND ETF IBOXX HI YD ETF 464288513 548793 6718 SH SOLE 0 0 0 VANGUARD LONG-TERM GOV BOND LONG-TERM GOV 92206C847 27814462 345908 SH SOLE 0 0 0 VANGUARD LONG-TERM GOV BOND LONG-TERM GOV 92206C847 12866 160 SH OTR 0 0 0 VANGUARD TOTAL INTERNATIONAL INTL BD IDX ETF 92203J407 256556 4704 SH SOLE 0 0 0