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Institutional Investment Manager
Choate Investment Advisors
Choate Investment Advisors (CIK: 0001399794) incorporated in Massachusetts, located at Two International Place, Boston, MA. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q1)
Portfolio Summary: 243 holdings with a total value of $1,447,007,168.
#
Name
Shares
Value ($)
%
Options
Notes
201 AMGEN INC 28,234 4,233,123 0.29%
202 AFLAC INC 67,429 4,257,467 0.29%
203 ALPHABET INC 5,644 4,305,808 0.30%
204 BERKSHIRE HATHAWAY INC DEL 21 4,482,450 0.31%
205 UNITED TECHNOLOGIES CORP 46,785 4,683,179 0.32%
206 TARGET CORP 58,300 4,796,924 0.33%
207 3M CO 29,227 4,870,095 0.34%
208 COGNIZANT TECHNOLOGY SOLUTIO 77,866 4,882,198 0.34%
209 VERIZON COMMUNICATIONS INC 92,279 4,990,449 0.34%
210 MCDONALDS CORP 41,649 5,234,447 0.36%
211 HOME DEPOT INC 39,332 5,248,069 0.36%
212 ABBOTT LABS 128,015 5,354,868 0.37%
213 PFIZER INC 189,689 5,622,382 0.39%
214 WELLS FARGO & CO NEW 120,384 5,821,770 0.40%
215 ABBVIE INC 125,774 7,184,211 0.50%
216 INTERNATIONAL BUSINESS MACHS 48,315 7,317,306 0.51%
217 POWERSHARES ETF TR II 247,146 7,397,080 0.51%
218 JPMORGAN CHASE & CO 125,937 7,457,989 0.52%
219 MICROSOFT CORP 135,114 7,462,346 0.52%
220 INTEL CORP 231,096 7,475,955 0.52%
221 BERKSHIRE HATHAWAY INC DEL 53,958 7,655,561 0.53%
222 VANGUARD SPECIALIZED FUNDS 113,530 9,224,313 0.64%
223 CHASE CORP COM 177,011 9,309,008 0.64%
224 AKAMAI TECHNOLOGIES INC 174,564 9,700,522 0.67%
225 JOHNSON & JOHNSON 94,553 10,230,635 0.71%
226 PROCTER AND GAMBLE CO 128,629 10,587,453 0.73%
227 APPLE INC 104,048 11,340,191 0.78%
228 EXXON MOBIL CORP 154,096 12,880,884 0.89%
229 GENERAL ELECTRIC CO 454,114 14,436,284 1.00%
230 ANALOG DEVICES INC 293,279 17,359,184 1.20%
231 POWERSHARES ETF TRUST 391,253 17,731,586 1.23%
232 SPDR S&P 500 ETF TR 91,849 18,876,806 1.30%
233 ISHARES TR 184,554 20,775,243 1.44%
234 ISHARES TR 521,882 22,926,276 1.58%
235 VANGUARD LONG-TERM GOVERNMENT BOND ETF 346,068 27,827,328 1.92%
236 ISHARES TR 566,743 32,395,030 2.24%
237 VANGUARD TAX-MANAGED FDS 1,226,255 43,998,029 3.04%
238 SPDR S&P MIDCAP 400 ETF TR 173,023 45,456,602 3.14%
239 ISHARES INC 1,164,522 48,467,406 3.35%
240 POWERSHARES ETF TRUST 636,981 56,149,876 3.88%
241 POWERSHARES ETF TR II 4,749,294 121,581,926 8.40%
242 POWERSHARES ETF TR II 4,977,989 123,055,888 8.50%
243 ISHARES TR 2,134,984 441,194,444 30.49%
Page 5 of 5

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001399794-16-000018, filed 2016.05.04).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.