0001399794-16-000023.txt : 20161115 0001399794-16-000023.hdr.sgml : 20161115 20161115123300 ACCESSION NUMBER: 0001399794-16-000023 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161115 DATE AS OF CHANGE: 20161115 EFFECTIVENESS DATE: 20161115 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: 161998731 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 09-30-2016 09-30-2016 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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EMG MKT ETF 464287234 91753 2450 SH OTR 0 0 0 ISHARES MSCI RUSSIA CAPPED MSCI RUSSIA CAP 46434G806 176613 12130 SH SOLE 0 0 0 ISHARES RUSSELL MIDCAP ETF RUS MID-CAP ETF 464287499 494372 2836 SH SOLE 0 0 0 ISHARES RUSSELL 1000 ETF RUS 1000 ETF 464287622 2170448 18018 SH SOLE 0 0 0 ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GRW ETF 464287614 754607 7244 SH SOLE 0 0 0 ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VAL ETF 464287598 627383 5940 SH SOLE 0 0 0 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 2608534 21001 SH SOLE 0 0 0 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 93158 750 SH OTR 0 0 0 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 558176 4588 SH SOLE 0 0 0 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 322399 2650 SH OTR 0 0 0 ISHARES S&P 500 VALUE ETF S&P 500 GRWT ETF 464287408 200556 2112 SH SOLE 0 0 0 ISHARES TR MSCI EAFE GROWTH ETF EAFE GRWTH ETF 464288885 1132715 16565 SH SOLE 0 0 0 POWERSHARES BUYBACK ACHIEVERS DYNA BUYBK ACH 73935X286 5477707 115466 SH SOLE 0 0 0 POWERSHARES BUYBACK ACHIEVERS DYNA BUYBK ACH 73935X286 11148 235 SH OTR 0 0 0 POWERSHARES FTSE INTL LO BET FTSE INTL LOW 73937B480 137972386 5304590 SH SOLE 0 0 0 POWERSHARES FTSE INTL LO BET FTSE INTL LOW 73937B480 253858 9760 SH OTR 0 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 258097 2174 SH SOLE 0 0 0 POWERSHARES RAFI US 1000 FTSE RAFI 1000 73935X583 60926674 650926 SH SOLE 0 0 0 POWERSHARES RAFI US 1000 FTSE RAFI 1000 73935X583 17784 190 SH OTR 0 0 0 POWERSHARES RUSS LOW BETA EQ RUSEL 1000 LOW 73937B472 131782998 4964513 SH SOLE 0 0 0 POWERSHARES RUSS LOW BETA EQ RUSEL 1000 LOW 73937B472 316018 11905 SH OTR 0 0 0 POWERSHARES S&P EM-MK LOW VO EM MRK LOW VOL 73937B662 223479 9928 SH SOLE 0 0 0 POWERSHARES S&P EM-MK LOW VO EM MRK LOW VOL 73937B662 563 25 SH OTR 0 0 0 POWERSHARES S&P INT DEV LOW INTL DEV LOWVL 73937B688 1603089 52286 SH SOLE 0 0 0 POWERSHARES S&P INT DEV LOW INTL DEV LOWVL 73937B688 1686 55 SH OTR 0 0 0 POWERSHARES S&P 500 LOW VOLA S&P500 LOW VOL 73937B779 256740 6188 SH SOLE 0 0 0 SPDR DJ WILSHIRE INTL REAL ESTATE DJ INTL RL ETF 78463X863 227653 5458 SH SOLE 0 0 0 SPDR DJ WILSHIRE INTL REAL ESTATE DJ INTL RL ETF 78463X863 17101 410 SH OTR 0 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 73751 587 SH SOLE 0 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 2842102 22621 SH OTR 0 0 0 SPDR S&P DIVIDEND ETF S&P DIVID ETF 78464A763 383838 4550 SH SOLE 0 0 0 SPDR S&P DIVIDEND ETF S&P DIVID ETF 78464A763 67488 800 SH OTR 0 0 0 SPDR S&P MIDCAP 400 ETF TRUST UTSER1 S&PDCRP 78467Y107 53405766 189201 SH SOLE 0 0 0 SPDR S&P MIDCAP 400 ETF TRUST UTSER1 S&PDCRP 78467Y107 63511 225 SH OTR 0 0 0 SPDR S&P 500 ETF TRUST TR UNIT 78462F103 19062086 88128 SH SOLE 0 0 0 SPDR S&P 500 ETF TRUST TR UNIT 78462F103 7571 35 SH OTR 0 0 0 SPROTT PHYSICAL GOLD TRUST UNIT 85207H104 3456992 315707 SH OTR 0 0 0 TECHNOLOGY SELECT SECT SPDR TECHNOLOGY 81369Y803 632798 13244 SH SOLE 0 0 0 VANGUARD DIVIDEND APPREC ETF DIV APP ETF 921908844 5745260 68453 SH SOLE 0 0 0 VANGUARD DIVIDEND APPREC ETF DIV APP ETF 921908844 92323 1100 SH OTR 0 0 0 VANGUARD FTSE ALL WORLD X-US SC FTSE SMCAP ETF 922042718 1686289 16943 SH SOLE 0 0 0 VANGUARD FTSE ALL WORLD X-US SC FTSE SMCAP ETF 922042718 75641 760 SH OTR 0 0 0 VANGUARD FTSE DEVELOPED MARKETS ETF FTSE DEV MKT ETF 921943858 25097696 670882 SH SOLE 0 0 0 VANGUARD HIGH DVD YIELD ETF HIGH DIV YLD 921946406 624372 8655 SH SOLE 0 0 0 VANGUARD REIT ETF REIT ETF 922908553 822729 9485 SH SOLE 0 0 0 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 1383081 6961 SH SOLE 0 0 0 VANGUARD TOT WORLD STK INDEX TT WRLD ST ETF 922042742 866565 14241 SH SOLE 0 0 0 VANGUARD TOTAL STOCK MARKET ETF TOTAL STK MKT 922908769 332654 2988 SH SOLE 0 0 0 WISDOMTREE JAPAN HEDGED EQUITY FUND JAPN HEDGE EQT 97717W851 208972 4870 SH SOLE 0 0 0 ALLIANCEBERNSTEIN GL HI INC COM 01879R106 700561 55556 SH SOLE 0 0 0 BLACKROCK CORPORATE HY FD INC COM 09255P107 146351 13526 SH SOLE 0 0 0 EATON VANCE SR FLTG RATE TR COM 27828Q105 716801 50729 SH SOLE 0 0 0 ISHARES BARCLAYS 1-3 YEAR TR ETF 1-3 YR TR BD ETF 464287457 221614 2606 SH OTR 0 0 0 ISHARES IBOXX USD HIGH YIELD IBOXX HI YD ETF 464288513 294764 3378 SH SOLE 0 0 0 NUVEEN CREDIT STRATEGIES INCOME FUND COM SHS 67073D102 141870 16730 SH SOLE 0 0 0 VANGUARD LONG-TERM GOV BOND LONG-TERM GOV 92206C847 31703243 375364 SH SOLE 0 0 0 VANGUARD LONG-TERM GOV BOND LONG-TERM GOV 92206C847 13514 160 SH OTR 0 0 0 VANGUARD TOTAL INTERNATIONAL INTL BD IDX ETF 92203J407 234191 4179 SH SOLE 0 0 0