0001399794-17-000006.txt : 20170811 0001399794-17-000006.hdr.sgml : 20170811 20170811083321 ACCESSION NUMBER: 0001399794-17-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170811 DATE AS OF CHANGE: 20170811 EFFECTIVENESS DATE: 20170811 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: 171023051 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 06-30-2017 06-30-2017 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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PROPERTIES REIT COM SH BEN INT 26884U109 267788 3726 SH SOLE 0 0 0 FRANKLIN STREET PROPERTIES CORP REIT COM 35471R106 443255 40005 SH SOLE 0 0 0 CONSUMER DISCRETIONARY SELT SBI CONS DISCR 81369Y407 1485797 16577 SH SOLE 0 0 0 FINANCIAL SELECT SECTOR SPDR SBI INT-FINL 81369Y605 1026963 41628 SH SOLE 0 0 0 FIRST TR DOW JONES INTERNET INDEX FD DJ INTERNT IDX 33733E302 1605369 16945 SH SOLE 0 0 0 FLEXSHARES MORNINGSTAR US MA MORNSTAR USMKT 33939L100 285029 2794 SH SOLE 0 0 0 FLEXSHARES QUALITY DIVIDEND QUALT DIVD IDX 33939L860 212096 5163 SH SOLE 0 0 0 GOLDMAN SACHS ACTIVEBETA EM ACTIVEBETA EME 381430206 56249463 1800559 SH SOLE 0 0 0 GOLDMAN SACHS ACTIVEBETA EM ACTIVEBETA EME 381430206 8591 275 SH OTR 0 0 0 GUGGENHEIM S&P GLOBAL WATER INDX ETF GUGG S&P GBL WTR 18383Q507 59646192 1828516 SH SOLE 0 0 0 GUGGENHEIM S&P GLOBAL WATER INDX ETF GUGG S&P GBL WTR 18383Q507 171549 5259 SH OTR 0 0 0 HEALTH CARE SELECT SECTOR SPDR SBI HEALTHCARE 81369Y209 59943554 756481 SH SOLE 0 0 0 HEALTH CARE SELECT SECTOR SPDR SBI HEALTHCARE 81369Y209 131935 1665 SH OTR 0 0 0 INDUSTRIAL SELECT SECTOR SPDR SBI INT-INDS 81369Y704 1547051 22714 SH SOLE 0 0 0 ISHARES CORE MSCI EAFE ETF CORE MSCI EAFE 46432F842 5414339 88920 SH OTR 0 0 0 ISHARES CORE MSCI EMERGING CORE MSCI EMKT 46434G103 4418032 88290 SH SOLE 0 0 0 ISHARES CORE MSCI EMERGING CORE MSCI EMKT 46434G103 10517407 210180 SH OTR 0 0 0 ISHARES CORE S&P MID-CAP ETF CORE S&P MCP ETF 464287507 733895 4219 SH SOLE 0 0 0 ISHARES CORE S&P SMALL-CAP ETF CORE S&P SCP ETF 464287804 29849683 425755 SH SOLE 0 0 0 ISHARES CORE S&P SMALL-CAP ETF CORE S&P SCP ETF 464287804 65693 937 SH OTR 0 0 0 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 473058572 1943464 SH SOLE 0 0 0 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 536719 2205 SH OTR 0 0 0 ISHARES DJ SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 933903 10128 SH SOLE 0 0 0 ISHARES DJ SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 244357 2650 SH OTR 0 0 0 ISHARES DJ US TECHNOLOGY SEC ETF U.S. TECH ETF 464287721 62036 444 SH SOLE 0 0 0 ISHARES DJ US TECHNOLOGY SEC ETF U.S. TECH ETF 464287721 209580 1500 SH OTR 0 0 0 ISHARES EDGE MSCI MIN VOL EMER MIN VOL EMRG MKT 464286533 16146662 291456 SH SOLE 0 0 0 ISHARES EDGE MSCI MIN VOL EMER MIN VOL EMRG MKT 464286533 32963 595 SH OTR 0 0 0 ISHARES EDGE MSCI MIN VOL USA ETF MIN VOL USA ETF 46429B697 13521757 276349 SH SOLE 0 0 0 ISHARES EDGE MSCI MIN VOL USA ETF MIN VOL USA ETF 46429B697 228699 4674 SH OTR 0 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 14075572 215883 SH SOLE 0 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 75632 1160 SH OTR 0 0 0 ISHARES MSCI EAFE VALUE ETF EAFE VALUE ETF 464288877 203543 3937 SH SOLE 0 0 0 ISHARES MSCI EM MRKT S/C ETF EM MKT SM-CP ETF 464286475 66084092 1412959 SH SOLE 0 0 0 ISHARES MSCI EM MRKT S/C ETF EM MKT SM-CP ETF 464286475 251389 5375 SH OTR 0 0 0 ISHARES MSCI EMERGING MKT ETF MSCI EMG MKT ETF 464287234 2786913 67333 SH SOLE 0 0 0 ISHARES MSCI EMERGING MKT ETF MSCI EMG MKT ETF 464287234 101406 2450 SH OTR 0 0 0 ISHARES MSCI INDONESIA ETF MSCI INDONIA ETF 46429B309 375498 13800 SH SOLE 0 0 0 ISHARES MSCI JAPAN ETF MSCI JPN ETF NEW 46434G822 469706 8755 SH SOLE 0 0 0 ISHARES RUSSELL MIDCAP ETF RUS MID-CAP ETF 464287499 486999 2535 SH SOLE 0 0 0 ISHARES RUSSELL 1000 ETF RUS 1000 ETF 464287622 2500060 18482 SH SOLE 0 0 0 ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 862181 7244 SH SOLE 0 0 0 ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 691594 5940 SH SOLE 0 0 0 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 2606315 18495 SH SOLE 0 0 0 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 105690 750 SH OTR 0 0 0 ISHARES S&P MIDCAP 400/VALUE ETF S&P MC 400VL ETF 464287705 86902 585 SH SOLE 0 0 0 ISHARES S&P MIDCAP 400/VALUE ETF S&P MC 400VL ETF 464287705 114384 770 SH OTR 0 0 0 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 581339 4248 SH SOLE 0 0 0 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 362653 2650 SH OTR 0 0 0 ISHARES TR MSCI EAFE GROWTH ETF EAFE GRWTH ETF 464288885 857566 11595 SH SOLE 0 0 0 POWERSHARES BUYBACK ACHIEVERS DYNA BUYBK ACH 73935X286 2527106 47086 SH SOLE 0 0 0 POWERSHARES FTSE INTL LO BET FTSE INTL LOW 73937B480 128251848 4585336 SH SOLE 0 0 0 POWERSHARES FTSE INTL LO BET FTSE INTL LOW 73937B480 594083 21240 SH OTR 0 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 279272 2029 SH SOLE 0 0 0 POWERSHARES RAFI US 1000 FTSE RAFI 1000 73935X583 63865190 617831 SH SOLE 0 0 0 POWERSHARES RAFI US 1000 FTSE RAFI 1000 73935X583 167356 1619 SH OTR 0 0 0 POWERSHARES RUSS LOW BETA EQ RUSEL 1000 LOW 73937B472 143641738 4932752 SH SOLE 0 0 0 POWERSHARES RUSS LOW BETA EQ RUSEL 1000 LOW 73937B472 502233 17247 SH OTR 0 0 0 POWERSHARES RUSSELL 1000 EQUAL 1000 EQ WHT PT 73937B571 46334673 1625778 SH SOLE 0 0 0 POWERSHARES RUSSELL 1000 EQUAL 1000 EQ WHT PT 73937B571 37478 1315 SH OTR 0 0 0 POWERSHARES S&P INT DEV LOW INTL DEV LOWVL 73937B688 648882 20083 SH SOLE 0 0 0 SPDR DJ WILSHIRE INTL REAL ESTATE DJ INTL RL ETF 78463X863 205702 5399 SH SOLE 0 0 0 SPDR DJ WILSHIRE INTL REAL ESTATE DJ INTL RL ETF 78463X863 15621 410 SH OTR 0 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 339544 2877 SH SOLE 0 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 1157540 9808 SH OTR 0 0 0 SPDR S&P DIVIDEND ETF S&P DIVID ETF 78464A763 336004 3780 SH SOLE 0 0 0 SPDR S&P DIVIDEND ETF S&P DIVID ETF 78464A763 35556 400 SH OTR 0 0 0 SPDR S&P MIDCAP 400 ETF TRUST UTSER1 S&PDCRP 78467Y107 30346050 95542 SH SOLE 0 0 0 SPDR S&P MIDCAP 400 ETF TRUST UTSER1 S&PDCRP 78467Y107 104815 330 SH OTR 0 0 0 SPDR S&P 500 ETF TRUST TR UNIT 78462F103 20370683 84246 SH SOLE 0 0 0 SPDR S&P 500 ETF TRUST TR UNIT 78462F103 8463 35 SH OTR 0 0 0 TECHNOLOGY SELECT SECT SPDR TECHNOLOGY 81369Y803 1437659 26273 SH SOLE 0 0 0 VANGUARD DIVIDEND APPREC ETF DIV APP ETF 921908844 4228532 45630 SH SOLE 0 0 0 VANGUARD DIVIDEND APPREC ETF DIV APP ETF 921908844 101937 1100 SH OTR 0 0 0 VANGUARD FTSE ALL WORLD X-US SC FTSE SMCAP ETF 922042718 1491732 13797 SH SOLE 0 0 0 VANGUARD FTSE ALL WORLD X-US SC FTSE SMCAP ETF 922042718 82171 760 SH OTR 0 0 0 VANGUARD FTSE DEVELOPED MARKETS ETF FTSE DEV MKT ETF 921943858 12131345 293595 SH SOLE 0 0 0 VANGUARD HIGH DVD YIELD ETF HIGH DIV YLD 921946406 607694 7775 SH SOLE 0 0 0 VANGUARD INFO TECH ETF INF TECH ETF 92204A702 225344 1600 SH SOLE 0 0 0 VANGUARD REIT ETF REIT ETF 922908553 831967 9996 SH SOLE 0 0 0 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 953304 4293 SH SOLE 0 0 0 VANGUARD TOT WORLD STK INDEX TT WRLD ST ETF 922042742 1072782 15886 SH SOLE 0 0 0 VANGUARD TOTAL STOCK MARKET ETF TOTAL STK MKT 922908769 433957 3487 SH SOLE 0 0 0 VELOCITYSHARES INV VIX MEDIU INVRS VIX MDTERM 22542D829 251882 3585 SH SOLE 0 0 0 WISDOMTREE JAPAN HEDGED EQUITY FUND JAPN HEDGE EQT 97717W851 30132440 579470 SH SOLE 0 0 0 WISDOMTREE JAPAN HEDGED EQUITY FUND JAPN HEDGE EQT 97717W851 8580 165 SH OTR 0 0 0 ALLIANCEBERNSTEIN GL HI INC COM 01879R106 718895 55556 SH SOLE 0 0 0 ISHARES BARCLAYS 1-3 YEAR TR ETF 1-3 YR TR BD ETF 464287457 215112 2546 SH OTR 0 0 0 SPDR BLOOMBERG BARCLAYS EMERG MARKET BLOMBRG BRC EMRG 78464A391 18914478 651325 SH SOLE 0 0 0 SPDR BLOOMBERG BARCLAYS EMERG MARKET BLOMBRG BRC EMRG 78464A391 53259 1834 SH OTR 0 0 0 VANGUARD LONG-TERM GOV BOND LONG-TERM GOV 92206C847 12222113 158564 SH SOLE 0 0 0 VANGUARD LONG-TERM GOV BOND LONG-TERM GOV 92206C847 11716 152 SH OTR 0 0 0 VANGUARD TOTAL BOND MARKET ETF TOTAL BND MRKT 921937835 9163242 111979 SH SOLE 0 0 0 INVESCO TRUST FOR INVESTMENT COM 46131T101 285980 20905 SH SOLE 0 0 0 ISHARES NATIONAL MUNI BOND ETF NATIONAL MUN ETF 464288414 318687 2894 SH SOLE 0 0 0