0001399794-16-000011.txt : 20160216 0001399794-16-000011.hdr.sgml : 20160215 20160216142016 ACCESSION NUMBER: 0001399794-16-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20151231 FILED AS OF DATE: 20160216 DATE AS OF CHANGE: 20160216 EFFECTIVENESS DATE: 20160216 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: 161426535 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 12-31-2015 12-31-2015 Choate Investment Advisors

TWO INTERNATIONAL PLACE BOSTON MA 02110

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721 0 5177 DANAHER CORP CONV Z-CPN 1/22/21 NOTE 1/2 235851AF9 51752 21000 SH SOLE 0 0 0 EPR PROPERTIES REIT REAL ESTATE 26884U109 258469 5012 SH SOLE 0 0 0 ISHARES CORE MSCI EMERGING CORE MSCI EMERG 46434G103 58419902 1464525 SH SOLE 0 0 0 ISHARES CORE MSCI EMERGING CORE MSCI EMERG 46434G103 18349 460 SH OTR 0 0 0 ISHARES CORE S&P MID-CAP ETF CORE S&P MID-CAP ETF 464287507 574308 4204 SH SOLE 0 0 0 ISHARES CORE S&P SMALL-CAP ETF CORE S&P SCP ETF 464287804 17430909 163563 SH SOLE 0 0 0 ISHARES CORE S&P SMALL-CAP ETF CORE S&P SCP ETF 464287804 13748 129 SH OTR 0 0 0 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 373793806 1939670 SH SOLE 0 0 0 ISHARES CORE S&P 500 ETF CORE S&P500 ETF 464287200 846575 4393 SH OTR 0 0 0 ISHARES DJ SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 1558087 21417 SH SOLE 0 0 0 ISHARES DJ SELECT DIVIDEND ETF SELECT DIVID ETF 464287168 297911 4095 SH OTR 0 0 0 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 35867932 625749 SH SOLE 0 0 0 ISHARES MSCI EAFE VALUE ETF EAFE VALUE ETF 464288877 286304 6185 SH SOLE 0 0 0 ISHARES MSCI EMERGING MKT ETF MSCI EMG MKT ETF 464287234 4718386 143941 SH SOLE 0 0 0 ISHARES MSCI EMERGING MKT ETF MSCI EMG MKT ETF 464287234 211431 6450 SH OTR 0 0 0 ISHARES MSCI GERMANY ETF MSCI GERMANY ETF 464286806 227855 9210 SH SOLE 0 0 0 ISHARES MSCI RUSSIA CAPPED MSCI RUSSIA CAP 46434G806 147258 12130 SH SOLE 0 0 0 ISHARES MSCI SINGAPORE ETF MSCI SINGAPORE ETF 464286673 1266216 124505 SH SOLE 0 0 0 ISHARES MSCI TAIWAN ETF MSCI TAIWAN ETF 464286731 1342188 101990 SH SOLE 0 0 0 ISHARES MSCI USA MIN VOL ETF USA MIN VOL ETF 46429B697 141957111 3585681 SH SOLE 0 0 0 ISHARES MSCI USA MIN VOL ETF USA MIN VOL ETF 46429B697 353301 8924 SH OTR 0 0 0 ISHARES RUSSELL MIDCAP ETF RUS MID-CAP ETF 464287499 441324 2837 SH SOLE 0 0 0 ISHARES RUSSELL 1000 ETF RUS 1000 ETF 464287622 1998945 18673 SH SOLE 0 0 0 ISHARES RUSSELL 1000 GROWTH ETF RUS 1000 GROWTH ETF 464287614 735537 7909 SH SOLE 0 0 0 ISHARES RUSSELL 1000 VALUE ETF RUS 1000 VALUE ETF 464287598 554083 5940 SH SOLE 0 0 0 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 1530110 14012 SH SOLE 0 0 0 ISHARES RUSSELL 2000 ETF RUSSELL 2000 ETF 464287655 81900 750 SH OTR 0 0 0 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 517440 4800 SH SOLE 0 0 0 ISHARES S&P 500 GROWTH ETF S&P 500 GRWT ETF 464287309 285670 2650 SH OTR 0 0 0 ISHARES S&P 500 VALUE ETF S&P 500 VAL ETF 464287408 298475 3552 SH SOLE 0 0 0 ISHARES TR MSCI EAFE GROWTH ETF EAFE GRWTH ETF 464288885 1542607 24175 SH SOLE 0 0 0 POWERSHARES BUYBACK ACHIEVERS DYNA BUYBK ACH 73935X286 67662428 1545510 SH SOLE 0 0 0 POWERSHARES BUYBACK ACHIEVERS DYNA BUYBK ACH 73935X286 64882 1482 SH OTR 0 0 0 POWERSHARES RAFI US 1000 FTSE RAFI 1000 73935X583 33172374 400101 SH SOLE 0 0 0 POWERSHARES RAFI US 1000 FTSE RAFI 1000 73935X583 30594 369 SH OTR 0 0 0 POWERSHARES S&P EM-MK LOW VO EM MRK LOW VOL 73937B662 28128531 1340092 SH SOLE 0 0 0 POWERSHARES S&P EM-MK LOW VO EM MRK LOW VOL 73937B662 70253 3347 SH OTR 0 0 0 POWERSHARES S&P INT DEV LOW INTL DEV LOWVL 73937B688 112234222 3960276 SH SOLE 0 0 0 POWERSHARES S&P INT DEV LOW INTL DEV LOWVL 73937B688 256802 9061 SH OTR 0 0 0 SPDR DJ WILSHIRE INTL REAL ESTATE DJ INTL RL ETF 78463X863 314051 7983 SH SOLE 0 0 0 SPDR DJ WILSHIRE INTL REAL ESTATE DJ INTL RL ETF 78463X863 16129 410 SH OTR 0 0 0 SPDR S&P DIVIDEND ETF S&P DIVID ETF 78464A763 353945 4905 SH SOLE 0 0 0 SPDR S&P EMERGING SMALL CAP S&P EMKTSC ETF 78463X756 15166979 410251 SH SOLE 0 0 0 SPDR S&P EMERGING SMALL CAP S&P EMKTSC ETF 78463X756 7764 210 SH OTR 0 0 0 SPDR S&P MIDCAP 400 ETF TRUST UTSER1 S&PDCRP 78467Y107 35149241 141224 SH SOLE 0 0 0 SPDR S&P MIDCAP 400 ETF TRUST UTSER1 S&PDCRP 78467Y107 60729 244 SH OTR 0 0 0 SPDR S&P 500 ETF TRUST TR UNIT 78462F103 18056912 94228 SH SOLE 0 0 0 FINANCIAL SELECT SECTOR SPDR FINL SELECT SECTR SPDR 81369Y605 862621 38068 SH SOLE 0 0 0 TECHNOLOGY SELECT SECT SPDR TECNOLOGY 81369Y803 1072978 27164 SH SOLE 0 0 0 VANGUARD DIVIDEND APPREC ETF DIV APP ETF 921908844 18658580 253032 SH SOLE 0 0 0 VANGUARD DIVIDEND APPREC ETF DIV APP ETF 921908844 14748 200 SH OTR 0 0 0 VANGUARD FTSE ALL WORLD X-US SC FTSE SMCAP ETF 922042718 3131780 34529 SH SOLE 0 0 0 VANGUARD FTSE ALL WORLD X-US SC FTSE SMCAP ETF 922042718 68932 760 SH OTR 0 0 0 VANGUARD FTSE DEVELOPED MARKETS ETF FTSE DEV MKT ETF 921943858 133951087 3758448 SH SOLE 0 0 0 VANGUARD FTSE DEVELOPED MARKETS ETF FTSE DEV MKT ETF 921943858 502560 14101 SH OTR 0 0 0 VANGUARD FTSE EMERGING MARKETS ETF FTSE EMR MKT ETF 922042858 10015450 302673 SH SOLE 0 0 0 VANGUARD FTSE EMERGING MARKETS ETF FTSE EMR MKT ETF 922042858 92883 2807 SH OTR 0 0 0 VANGUARD HIGH DVD YIELD ETF HIGH DIV YLD 921946406 401900 6415 SH SOLE 0 0 0 VANGUARD REIT ETF REIT ETF 922908553 1920151 25419 SH SOLE 0 0 0 VANGUARD S&P 500 ETF S&P 500 ETF SHS 922908363 1235944 7034 SH SOLE 0 0 0 VANGUARD TOT WORLD STK INDEX TT WRLD ST ETF 922042742 623510 11273 SH SOLE 0 0 0 VANGUARD TOTAL STOCK MARKET ETF TT STK MKT ETF 922908769 223798 2267 SH SOLE 0 0 0 WISDOMTREE EMERGING MKTS S/C DIV FD EMG MKTS SMCAP 97717W281 479346 13461 SH SOLE 0 0 0 WISDOMTREE EMERGING MKTS S/C DIV FD EMG MKTS SMCAP 97717W281 9081 255 SH OTR 0 0 0 WISDOMTREE JAPAN HEDGED EQUITY FUND JAPN HEDGE EQT 97717W851 1454253 29886 SH SOLE 0 0 0 ALLIANCEBERNSTEIN GL HI INC COM 01879R106 615005 55556 SH SOLE 0 0 0 ISHARES IBOXX H/Y CORP BOND ETF IBOXX HI YD ETF 464288513 9365128 112440 SH SOLE 0 0 0 ISHARES IBOXX H/Y CORP BOND ETF IBOXX HI YD ETF 464288513 187403 2250 SH OTR 0 0 0 VANGUARD LONG-TERM GOV BOND LONG-TERM GOV 92206C847 3687695 48243 SH SOLE 0 0 0 VANGUARD LONG-TERM GOV BOND LONG-TERM GOV 92206C847 3822 50 SH OTR 0 0 0 VANGUARD TOTAL INTERNATIONAL INTL BD INDX ETF 92203J407 1036687 19586 SH SOLE 0 0 0