0001399794-17-000002.txt : 20170213 0001399794-17-000002.hdr.sgml : 20170213 20170213105800 ACCESSION NUMBER: 0001399794-17-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170213 DATE AS OF CHANGE: 20170213 EFFECTIVENESS DATE: 20170213 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: 17596870 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 12-31-2016 12-31-2016 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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1120 DANAHER CORP CONV Z-CPN 1/22/21 NOTE 1/2 235851AF9 62449 21000 SH SOLE 0 0 0 EPR PROPERTIES REIT COM SH BEN INT 26884U109 328850 4582 SH SOLE 0 0 0 FRANKLIN STREET PROPERTIES CORP REIT COM 35471R106 518465 40005 SH SOLE 0 0 0 FIRST TR DOW JONES INTERNET INDEX FD DJ INTERNT IDX 33733E302 330895 4145 SH SOLE 0 0 0 FLEXSHARES MORNINGSTAR US MA MORNSTAR USMKT 33939L100 246407 2563 SH SOLE 0 0 0 GLOBAL X MSCI COLOMBIA ETF GLBX MSCI COLUM 37950E200 215369 23615 SH SOLE 0 0 0 GOLDMAN ACTIVEBETA US LC ETF EQUITY ETF 381430503 2272341 51225 SH SOLE 0 0 0 GOLDMAN SACHS ACTIVEBETA EM ACTIVEBETA EME 381430206 74663397 2790112 SH SOLE 0 0 0 GOLDMAN SACHS ACTIVEBETA EM ACTIVEBETA EME 381430206 15922 595 SH OTR 0 0 0 GOLDMAN SACHS ACTIVEBETA INT ACTIVEBETA INT 381430107 1223481 50225 SH SOLE 0 0 0 GUGGENHEIM S&P GLOBAL WATER INDX ETF GUGG S&P GBL WTR 18383Q507 45608508 1603111 SH SOLE 0 0 0 GUGGENHEIM S&P GLOBAL WATER INDX ETF GUGG S&P GBL WTR 18383Q507 59318 2085 SH OTR 0 0 0 ISHARES CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 4517255 84230 SH OTR 0 0 0 ISHARES CORE MSCI EMERGING CORE MSCI EMKT 46434G103 10344046 243676 SH SOLE 0 0 0 ISHARES CORE MSCI EMERGING CORE MSCI EMKT 46434G103 8875234 209075 SH OTR 0 0 0 ISHARES CORE S&P MID-CAP ETF CORE S&P MCP ETF 464287507 623993 3774 SH SOLE 0 0 0 ISHARES CORE S&P SMALL-CAP ETF CORE S&P SCP ETF 464287804 29940304 217716 SH SOLE 0 0 0 ISHARES CORE S&P SMALL-CAP ETF CORE S&P SCP ETF 464287804 20078 146 SH OTR 0 0 0 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 454748663 2021195 SH SOLE 0 0 0 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 502853 2235 SH OTR 0 0 0 ISHARES DJ SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 1221380 13790 SH SOLE 0 0 0 ISHARES DJ SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 234711 2650 SH OTR 0 0 0 ISHARES DJ US TECHNOLOGY SEC ETF U.S. TECH ETF 464287721 53391 444 SH SOLE 0 0 0 ISHARES DJ US TECHNOLOGY SEC ETF U.S. TECH ETF 464287721 180375 1500 SH OTR 0 0 0 ISHARES EDGE MSCI MIN VOL USA ETF MIN VOL USA ETF 46429B697 14367434 317723 SH SOLE 0 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 18724610 324348 SH SOLE 0 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 66967 1160 SH OTR 0 0 0 ISHARES MSCI EMERGING MKT ETF MSCI EMG MKT ETF 464287234 2402071 68611 SH SOLE 0 0 0 ISHARES MSCI EMERGING MKT ETF MSCI EMG MKT ETF 464287234 85775 2450 SH OTR 0 0 0 ISHARES MSCI JAPAN ETF MSCI JPN ETF NEW 46434G822 200082 4095 SH SOLE 0 0 0 ISHARES MSCI RUSSIA CAPPED ETF MSCI RUS ETF NEW 46434G798 203299 6065 SH SOLE 0 0 0 ISHARES RUSSELL MIDCAP ETF RUS MID-CAP ETF 464287499 479345 2680 SH SOLE 0 0 0 ISHARES RUSSELL 1000 ETF RUS 1000 ETF 464287622 2226963 17893 SH SOLE 0 0 0 ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 759896 7244 SH SOLE 0 0 0 ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 665458 5940 SH SOLE 0 0 0 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 2705361 20062 SH SOLE 0 0 0 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 101138 750 SH OTR 0 0 0 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 535632 4398 SH SOLE 0 0 0 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 322744 2650 SH OTR 0 0 0 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 214115 2112 SH SOLE 0 0 0 ISHARES TR MSCI EAFE GROWTH ETF EAFE GRWTH ETF 464288885 945160 14840 SH SOLE 0 0 0 POWERSHARES BUYBACK ACHIEVERS DYNA BUYBK ACH 73935X286 3499401 69350 SH SOLE 0 0 0 POWERSHARES FTSE INTL LO BET FTSE INTL LOW 73937B480 139299327 5690332 SH SOLE 0 0 0 POWERSHARES FTSE INTL LO BET FTSE INTL LOW 73937B480 289623 11831 SH OTR 0 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 245135 2069 SH SOLE 0 0 0 POWERSHARES RAFI US 1000 FTSE RAFI 1000 73935X583 62935311 632198 SH SOLE 0 0 0 POWERSHARES RAFI US 1000 FTSE RAFI 1000 73935X583 18915 190 SH OTR 0 0 0 POWERSHARES RUSS LOW BETA EQ RUSEL 1000 LOW 73937B472 147554056 5446809 SH SOLE 0 0 0 POWERSHARES RUSS LOW BETA EQ RUSEL 1000 LOW 73937B472 385707 14238 SH OTR 0 0 0 POWERSHARES S&P INT DEV LOW INTL DEV LOWVL 73937B688 663886 23327 SH SOLE 0 0 0 POWERSHARES S&P INT DEV LOW INTL DEV LOWVL 73937B688 1565 55 SH OTR 0 0 0 SPDR DJ WILSHIRE INTL REAL ESTATE DJ INTL RL ETF 78463X863 196925 5458 SH SOLE 0 0 0 SPDR DJ WILSHIRE INTL REAL ESTATE DJ INTL RL ETF 78463X863 14793 410 SH OTR 0 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 64341 587 SH SOLE 0 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 2282190 20821 SH OTR 0 0 0 SPDR S&P DIVIDEND ETF S&P DIVID ETF 78464A763 389298 4550 SH SOLE 0 0 0 SPDR S&P DIVIDEND ETF S&P DIVID ETF 78464A763 68448 800 SH OTR 0 0 0 SPDR S&P MIDCAP 400 ETF TRUST UTSER1 S&PDCRP 78467Y107 57878150 191821 SH SOLE 0 0 0 SPDR S&P MIDCAP 400 ETF TRUST UTSER1 S&PDCRP 78467Y107 83277 276 SH OTR 0 0 0 SPDR S&P 500 ETF TRUST TR UNIT 78462F103 19418498 86872 SH SOLE 0 0 0 SPDR S&P 500 ETF TRUST TR UNIT 78462F103 7824 35 SH OTR 0 0 0 SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 192288 20478 SH OTR 0 0 0 TECHNOLOGY SELECT SECT SPDR TECHNOLOGY 81369Y803 471462 9749 SH SOLE 0 0 0 VANGUARD DIVIDEND APPREC ETF DIV APP ETF 921908844 4896572 57485 SH SOLE 0 0 0 VANGUARD DIVIDEND APPREC ETF DIV APP ETF 921908844 93698 1100 SH OTR 0 0 0 VANGUARD FTSE ALL WORLD X-US SC FTSE SMCAP ETF 922042718 1376975 14644 SH SOLE 0 0 0 VANGUARD FTSE ALL WORLD X-US SC FTSE SMCAP ETF 922042718 71463 760 SH OTR 0 0 0 VANGUARD FTSE DEVELOPED MARKETS ETF FTSE DEV MKT ETF 921943858 15042093 411661 SH SOLE 0 0 0 VANGUARD HIGH DVD YIELD ETF HIGH DIV YLD 921946406 589112 7775 SH SOLE 0 0 0 VANGUARD REIT ETF REIT ETF 922908553 845025 10239 SH SOLE 0 0 0 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 885502 4313 SH SOLE 0 0 0 VANGUARD TOT WORLD STK INDEX TT WRLD ST ETF 922042742 875411 14351 SH SOLE 0 0 0 VANGUARD TOTAL STOCK MARKET ETF TOTAL STK MKT 922908769 344576 2988 SH SOLE 0 0 0 WISDOMTREE JAPAN HEDGED EQUITY FUND JAPN HEDGE EQT 97717W851 210297 4245 SH SOLE 0 0 0 ALLIANCEBERNSTEIN GL HI INC COM 01879R106 698339 55556 SH SOLE 0 0 0 EATON VANCE SR FLTG RATE TR COM 27828Q105 747238 50729 SH SOLE 0 0 0 ISHARES BARCLAYS 1-3 YEAR TR ETF 1-3 YR TR BD ETF 464287457 220077 2606 SH OTR 0 0 0 SPDR BLOOMBERG BARCLAYS EMERG MARKET BLOMBRG BRC EMRG 78464A391 11221784 422189 SH SOLE 0 0 0 VANGUARD LONG-TERM GOV BOND LONG-TERM GOV 92206C847 5268909 71501 SH SOLE 0 0 0 VANGUARD LONG-TERM GOV BOND LONG-TERM GOV 92206C847 15254 207 SH OTR 0 0 0 VANGUARD TOTAL BOND MARKET ETF TOTAL BND MRKT 921937835 21576989 267075 SH SOLE 0 0 0 INVESCO TRUST FOR INVESTMENT COM 46131T101 277409 20905 SH SOLE 0 0 0 ISHARES NATIONAL MUNI BOND ETF NATIONAL MUN ETF 464288414 386094 3569 SH SOLE 0 0 0