0001399794-17-000004.txt : 20170511 0001399794-17-000004.hdr.sgml : 20170511 20170511111600 ACCESSION NUMBER: 0001399794-17-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170511 DATE AS OF CHANGE: 20170511 EFFECTIVENESS DATE: 20170511 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: 17832984 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 03-31-2017 03-31-2017 Choate Investment Advisors

TWO INTERNATIONAL PLACE BOSTON MA 02110

13F HOLDINGS REPORT 028-12523 N TODD M. MILLAY 6172484770 TODD M. 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5439 UNILEVER NV NY SHARES N Y SHS NEW 904784709 214270 4313 SH SOLE 721 0 3592 VALIDUS HOLDINGS LTD COM SHS G9319H102 232214 4118 SH SOLE 3498 0 620 DANAHER CORP CONV Z-CPN 1/22/21 NOTE 1/2 235851AF9 68618 21000 SH SOLE 0 0 0 EPR PROPERTIES REIT COM SH BEN INT 26884U109 274345 3726 SH SOLE 0 0 0 FRANKLIN STREET PROPERTIES CORP REIT COM 35471R106 485661 40005 SH SOLE 0 0 0 CONSUMER DISCRETIONARY SELT SBI CONS DISCR 81369Y407 1279848 14552 SH SOLE 0 0 0 FIRST TR DOW JONES INTERNET INDEX FD DJ INTERNT IDX 33733E302 1136596 12910 SH SOLE 0 0 0 FLEXSHARES MORNINGSTAR US MA MORNSTAR USMKT 33939L100 280126 2794 SH SOLE 0 0 0 FLEXSHARES QUALITY DIVIDEND QUALT DIVD IDX 33939L860 210754 5163 SH SOLE 0 0 0 GOLDMAN ACTIVEBETA US LC ETF EQUITY ETF 381430503 464525 9930 SH SOLE 0 0 0 GOLDMAN SACHS ACTIVEBETA EM ACTIVEBETA EME 381430206 63778677 2128084 SH SOLE 0 0 0 GOLDMAN SACHS ACTIVEBETA EM ACTIVEBETA EME 381430206 17832 595 SH OTR 0 0 0 GUGGENHEIM S&P GLOBAL WATER INDX ETF GUGG S&P GBL WTR 18383Q507 55138220 1774645 SH SOLE 0 0 0 GUGGENHEIM S&P GLOBAL WATER INDX ETF GUGG S&P GBL WTR 18383Q507 64781 2085 SH OTR 0 0 0 HEALTH CARE SELECT SECTOR SPDR SBI HEALTHCARE 81369Y209 25960414 349118 SH SOLE 0 0 0 INDUSTRIAL SELECT SECTOR SPDR SBI INT-INDS 81369Y704 1218249 18725 SH SOLE 0 0 0 ISHARES CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 4881129 84230 SH OTR 0 0 0 ISHARES CORE MSCI EMERGING CORE MSCI EMKT 46434G103 7262646 151970 SH SOLE 0 0 0 ISHARES CORE MSCI EMERGING CORE MSCI EMKT 46434G103 9991694 209075 SH OTR 0 0 0 ISHARES CORE S&P MID-CAP ETF CORE S&P MCP ETF 464287507 730938 4269 SH SOLE 0 0 0 ISHARES CORE S&P SMALL-CAP ETF CORE S&P SCP ETF 464287804 29417413 425353 SH SOLE 0 0 0 ISHARES CORE S&P SMALL-CAP ETF CORE S&P SCP ETF 464287804 20195 292 SH OTR 0 0 0 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 470333677 1982272 SH SOLE 0 0 0 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 530298 2235 SH OTR 0 0 0 ISHARES DJ SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 1085274 11913 SH SOLE 0 0 0 ISHARES DJ SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 241415 2650 SH OTR 0 0 0 ISHARES DJ US TECHNOLOGY SEC ETF U.S. TECH ETF 464287721 60015 444 SH SOLE 0 0 0 ISHARES DJ US TECHNOLOGY SEC ETF U.S. TECH ETF 464287721 202755 1500 SH OTR 0 0 0 ISHARES EDGE MSCI MIN VOL EMER MIN VOL EMRG MKT 464286533 484389 9054 SH SOLE 0 0 0 ISHARES EDGE MSCI MIN VOL USA ETF MIN VOL USA ETF 46429B697 14321726 300120 SH SOLE 0 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 17804662 285835 SH SOLE 0 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 72256 1160 SH OTR 0 0 0 ISHARES MSCI EAFE VALUE ETF EAFE VALUE ETF 464288877 206431 4104 SH SOLE 0 0 0 ISHARES MSCI EM MRKT S/C ETF EM MKT SM-CP ETF 464286475 38975144 844166 SH SOLE 0 0 0 ISHARES MSCI EMERGING MKT ETF MSCI EMG MKT ETF 464287234 2697664 68486 SH SOLE 0 0 0 ISHARES MSCI EMERGING MKT ETF MSCI EMG MKT ETF 464287234 96506 2450 SH OTR 0 0 0 ISHARES MSCI INDONESIA ETF MSCI INDONIA ETF 46429B309 339139 13150 SH SOLE 0 0 0 ISHARES RUSSELL MIDCAP ETF RUS MID-CAP ETF 464287499 474501 2535 SH SOLE 0 0 0 ISHARES RUSSELL 1000 ETF RUS 1000 ETF 464287622 2425763 18482 SH SOLE 0 0 0 ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 824367 7244 SH SOLE 0 0 0 ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 682744 5940 SH SOLE 0 0 0 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 2696670 19615 SH SOLE 0 0 0 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 103110 750 SH OTR 0 0 0 ISHARES S&P MIDCAP 400/VALUE ETF S&P MC 400VL ETF 464287705 86843 585 SH SOLE 0 0 0 ISHARES S&P MIDCAP 400/VALUE ETF S&P MC 400VL ETF 464287705 114307 770 SH OTR 0 0 0 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 578425 4398 SH SOLE 0 0 0 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 348528 2650 SH OTR 0 0 0 ISHARES TR MSCI EAFE GROWTH ETF EAFE GRWTH ETF 464288885 1027410 14785 SH SOLE 0 0 0 POWERSHARES BUYBACK ACHIEVERS DYNA BUYBK ACH 73935X286 3372126 64911 SH SOLE 0 0 0 POWERSHARES FTSE INTL LO BET FTSE INTL LOW 73937B480 143691709 5476056 SH SOLE 0 0 0 POWERSHARES FTSE INTL LO BET FTSE INTL LOW 73937B480 310445 11831 SH OTR 0 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 268599 2029 SH SOLE 0 0 0 POWERSHARES RAFI US 1000 FTSE RAFI 1000 73935X583 63717690 621818 SH SOLE 0 0 0 POWERSHARES RAFI US 1000 FTSE RAFI 1000 73935X583 19469 190 SH OTR 0 0 0 POWERSHARES RUSS LOW BETA EQ RUSEL 1000 LOW 73937B472 149640305 5246855 SH SOLE 0 0 0 POWERSHARES RUSS LOW BETA EQ RUSEL 1000 LOW 73937B472 406068 14238 SH OTR 0 0 0 POWERSHARES RUSSELL 1000 EQUAL 1000 EQ WHT PT 73937B571 27484787 973278 SH SOLE 0 0 0 POWERSHARES S&P INT DEV LOW INTL DEV LOWVL 73937B688 691482 22458 SH SOLE 0 0 0 POWERSHARES S&P INT DEV LOW INTL DEV LOWVL 73937B688 1693 55 SH OTR 0 0 0 POWERSHARES S&P 500 LOW VOLA S&P500 LOW VOL 73937B779 201657 4639 SH SOLE 0 0 0 SPDR DJ WILSHIRE INTL REAL ESTATE DJ INTL RL ETF 78463X863 204129 5458 SH SOLE 0 0 0 SPDR DJ WILSHIRE INTL REAL ESTATE DJ INTL RL ETF 78463X863 15334 410 SH OTR 0 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 320781 2702 SH SOLE 0 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 2471869 20821 SH OTR 0 0 0 SPDR S&P DIVIDEND ETF S&P DIVID ETF 78464A763 333169 3780 SH SOLE 0 0 0 SPDR S&P DIVIDEND ETF S&P DIVID ETF 78464A763 70512 800 SH OTR 0 0 0 SPDR S&P MIDCAP 400 ETF TRUST UTSER1 S&PDCRP 78467Y107 41865842 134005 SH SOLE 0 0 0 SPDR S&P MIDCAP 400 ETF TRUST UTSER1 S&PDCRP 78467Y107 86228 276 SH OTR 0 0 0 SPDR S&P 500 ETF TRUST TR UNIT 78462F103 20100843 85267 SH SOLE 0 0 0 SPDR S&P 500 ETF TRUST TR UNIT 78462F103 8251 35 SH OTR 0 0 0 SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 209285 20478 SH OTR 0 0 0 TECHNOLOGY SELECT SECT SPDR TECHNOLOGY 81369Y803 1139928 21383 SH SOLE 0 0 0 VANGUARD DIVIDEND APPREC ETF DIV APP ETF 921908844 4886800 54334 SH SOLE 0 0 0 VANGUARD DIVIDEND APPREC ETF DIV APP ETF 921908844 98934 1100 SH OTR 0 0 0 VANGUARD FTSE ALL WORLD X-US SC FTSE SMCAP ETF 922042718 1479392 14412 SH SOLE 0 0 0 VANGUARD FTSE ALL WORLD X-US SC FTSE SMCAP ETF 922042718 78014 760 SH OTR 0 0 0 VANGUARD FTSE DEVELOPED MARKETS ETF FTSE DEV MKT ETF 921943858 14602465 371564 SH SOLE 0 0 0 VANGUARD HIGH DVD YIELD ETF HIGH DIV YLD 921946406 603729 7775 SH SOLE 0 0 0 VANGUARD INFO TECH ETF INF TECH ETF 92204A702 217008 1600 SH SOLE 0 0 0 VANGUARD REIT ETF REIT ETF 922908553 833333 10090 SH SOLE 0 0 0 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 928791 4293 SH SOLE 0 0 0 VANGUARD TOT WORLD STK INDEX TT WRLD ST ETF 922042742 1017497 15601 SH SOLE 0 0 0 VANGUARD TOTAL STOCK MARKET ETF TOTAL STK MKT 922908769 423043 3487 SH SOLE 0 0 0 WISDOMTREE JAPAN HEDGED EQUITY FUND JAPN HEDGE EQT 97717W851 12506582 247068 SH SOLE 0 0 0 ALLIANCEBERNSTEIN GL HI INC COM 01879R106 698894 55556 SH SOLE 0 0 0 ISHARES BARCLAYS 1-3 YEAR TR ETF 1-3 YR TR BD ETF 464287457 215188 2546 SH OTR 0 0 0 SPDR BLOOMBERG BARCLAYS EMERG MARKET BLOMBRG BRC EMRG 78464A391 18183368 645029 SH SOLE 0 0 0 VANGUARD LONG-TERM GOV BOND LONG-TERM GOV 92206C847 8706496 116803 SH SOLE 0 0 0 VANGUARD LONG-TERM GOV BOND LONG-TERM GOV 92206C847 15430 207 SH OTR 0 0 0 VANGUARD TOTAL BOND MARKET ETF TOTAL BND MRKT 921937835 18206514 224550 SH SOLE 0 0 0 INVESCO TRUST FOR INVESTMENT COM 46131T101 282008 20905 SH SOLE 0 0 0 ISHARES NATIONAL MUNI BOND ETF NATIONAL MUN ETF 464288414 323473 2969 SH SOLE 0 0 0