Choate Investment Advisors

Latest statistics and disclosures from Choate Investment Advisors's latest quarterly 13F-HR filing:

  • As of June 30, 2014, Choate Investment Advisors has $1.71B in assets under management (AUM). Assets under management grew from a total value of $0 to $1.71B.
  • Independent of market fluctuations, Choate Investment Advisors was a net seller by $0 worth of stocks in the most recent quarter.

Choate Investment Advisors portfolio companies for June 2014 quarter

Ticker Name Portfolio Weight Share Count Price Last Trade
IVV iShares S&P; 500 Index 18.73 1621726 197.00 202.78
VEA Vanguard Europe Pacific ETF 14.91 5970796 42.59 39.56
VWO Vanguard Emerging Markets ETF 6.62 2615785 43.13 42.65
Powershares Exchange 5.53 2816900 33.46 0.00
Powershares Etf Trust dyna buybk ach 3.64 1384846 44.85 0.00
EFA iShares MSCI EAFE Index Fund 3.58 893797 68.37 63.67
VIG Vanguard Dividend Appreciation ETF 3.48 760628 77.95 78.93
Ishares Tr usa min vo 3.44 1574144 37.22 0.00
Vanguard Charlotte Fds intl bd idx etf 2.84 942608 51.41 0.00
EFG iShares MSCI EAFE Growth Index 2.40 565567 72.45 68.11
Powershares Etf Tr Ii em mrk low vol 2.38 1441544 28.15 0.00
DGS WisdomTree Emerging Mkts Small Cp Div Fd 1.88 669565 47.98 45.61
MDY SPDR S&P; MidCap 400 ETF 1.23 80291 260.56 257.91
SPY SPDR S&P; 500 ETF 1.10 96228 195.72 201.60
IBM International Business Machines 1.04 97700 181.27 163.94
XOM Exxon Mobil Corporation 0.86 145044 100.68 95.88
EEM iShares MSCI Emerging Markets Indx 0.77 303293 43.23 42.28
GE General Electric Company 0.74 477734 26.28 25.84
JPM JPMorgan Chase & Co. 0.73 216423 57.62 60.17
PG Procter & Gamble Company 0.72 156055 78.59 87.23
IJR iShares S&P; SmallCap 600 Index 0.60 90787 112.48 111.19
VSS Vanguard FTSE All Wld Ex USSml Cap 0.53 80957 111.16 100.35
CVX Chevron Corporation 0.52 68513 129.91 116.97
AAPL Apple 0.52 94838 93.03 107.72
JNJ Johnson & Johnson 0.50 81006 104.62 107.40
Abbvie 0.46 138516 56.44 0.00
BRK.B Berkshire Hathaway 0.44 58961 126.56 0.00
INTC Intel Corporation 0.41 228520 30.90 33.58
Pimco Total Return Etf totl 0.40 63300 109.00 0.00
PFE Pfizer 0.39 226142 29.68 30.11
MSFT Microsoft Corporation 0.38 154340 41.70 46.67
ABT Abbott Laboratories 0.36 146498 41.73 43.72
CTSH Cognizant Technology Solutions 0.35 123451 48.91 48.91
WFC Wells Fargo & Company 0.35 112403 52.56 53.01
UTX United Technologies Corporation 0.35 51700 115.45 107.43
MMM 3M Company 0.34 39959 143.24 153.75
UNP Union Pacific Corporation 0.31 52225 99.75 116.43
AMP Ameriprise Financial 0.30 44446 116.66 125.82
VZ Verizon Communications 0.29 100903 48.93 50.19
EMR Emerson Electric 0.28 72634 66.34 64.27
BRK.A Berkshire Hathaway 0.28 25 189900.52 0.00
USB U.S. Ban 0.26 102825 43.32 42.58
MRK Merck & Co 0.26 75317 57.85 57.73
AFL AFLAC Incorporated 0.25 67598 61.84 59.88
CL Colgate-Palmolive Company 0.25 63957 67.53 66.87
HD Home Depot 0.24 49998 82.00 98.18
SLB Schlumberger 0.24 34150 117.95 98.45
CELG Celgene Corporation 0.24 47830 84.94 107.90
MCD McDonald's Corporation 0.23 39017 100.74 93.08
SXI Standex Int'l 0.23 51649 74.48 83.49
AXP American Express Company 0.22 40239 94.87 89.48
CSCO Cisco Systems 0.22 149778 25.08 24.25
QCOM QUALCOMM 0.22 46877 79.20 78.49
CCF Chase Corporation 0.22 107701 34.14 35.62
KR Kroger 0.21 71443 49.43 55.67
CMCSA Comcast Corporation 0.20 62836 53.68 54.82
ADP Automatic Data Processing 0.20 42739 79.28 79.91
AMGN Amgen 0.20 28650 118.37 163.58
PEP Pepsi 0.20 37510 89.34 95.87
TEVA Teva Pharmaceutical Industries 0.19 61759 52.42 56.54
SWKS Skyworks Solutions 0.19 69157 46.96 57.79
ZMH Zimmer Holdings 0.18 28789 103.86 110.67
GIS General Mills 0.17 53934 52.54 51.89
WAG Walgreen Company 0.17 38592 74.08 64.14
GOOG Google 0.17 5035 584.67 556.00
Google Inc Class C 0.17 5115 575.28 0.00
ALL Allstate Corporation 0.16 45870 58.72 64.71
HON Honeywell International 0.16 29668 92.95 96.58
IWM iShares Russell 2000 Index 0.16 22697 118.81 116.46
WMT Wal-Mart Stores 0.15 34250 76.88 76.69
PRGS Progress Software Corporation 0.15 107753 24.04 25.85
DEO Diageo 0.15 19762 127.27 117.58
IWB iShares Russell 1000 Index 0.15 23893 110.11 112.39
BAX Baxter International 0.14 31516 76.42 70.39
HOLX Hologic 0.14 91332 25.35 26.08
VFC V.F. Corporation 0.14 38511 63.00 67.90
CVS CVS Caremark Corporation 0.13 29569 75.37 86.69
ENR Energizer Holdings 0.13 19153 119.07 122.44
MMC Marsh & McLennan Companies 0.13 41307 51.82 54.22
Nextera Energy 0.13 21069 102.48 0.00
TJX TJX Companies 0.13 41477 53.15 63.63
DVY iShares Dow Jones Select Dividend 0.13 27829 76.98 77.91
KO Coca-Cola Company 0.12 47476 42.36 41.51
BMY Bristol Myers Squibb 0.12 42487 48.51 58.60
NOV National-Oilwell Var 0.12 25439 82.35 70.95
NSC Norfolk Southern 0.11 17522 102.99 110.07
T AT&T; 0.11 50746 35.79 34.79
GSK GlaxoSmithKline 0.11 34072 53.48 45.27
Vanguard S&p 500 Etf idx fd 0.11 10808 179.44 0.00
LLY Eli Lilly & Co. 0.10 26284 62.17 66.88
BIIB Biogen Idec 0.10 1550 1090.17 327.52
DISCA Discovery Communications 0.10 22829 74.28 35.44
ORCL Oracle Corporation 0.10 40688 40.53 38.96
AMZN Amazon 0.10 5162 324.78 302.71
ALR Alere 0.10 44512 37.42 40.05
APA Apache Corporation 0.09 14621 100.62 74.95
KMB Kimberly-Clark Corporation 0.09 13295 111.22 114.29
COP ConocoPhillips 0.09 24087 63.24 70.60
DLTR Dollar Tree 0.09 26665 54.46 60.65
Facebook Inc cl a 0.09 23247 67.29 0.00
BP BP 0.08 24365 52.75 42.71
FXI iShares FTSE/Xinhua China 25 Index 0.08 37205 37.04 40.02
MHP McGraw-Hill Companies 0.08 16050 83.03 0.00
BHI Baker Hughes Incorporated 0.08 21466 67.29 52.13
ITW Illinois Tool Works 0.08 15830 87.56 91.19
STT State Street Corporation 0.07 18045 67.26 75.25
YUM Yum! Brands 0.07 14721 81.20 71.62
COF Capital One Financial 0.07 14485 82.60 82.72
NKE NIKE 0.07 14446 77.55 93.31
RDS.A Royal Dutch Shell 0.07 13732 82.37 0.00
SRCL Stericycle 0.07 10089 118.42 125.32
HAR Harman International Industries Inc./DE/ 0.07 11625 107.43 108.12
FISV Fiserv 0.07 18430 60.32 69.39
CHK Chesapeake Energy Corporation 0.07 39364 31.08 21.38
IPN SPDR S&P; International Industl Sec 0.07 38056 32.54 29.73
ISHARES TR MSCI Small Cap msci small cap 0.07 24122 52.92 0.00
IPF SPDR S&P; International Financl Sec 0.07 48704 23.16 21.86
MCO Moody's Corporation 0.06 12256 87.66 98.93
CAT Caterpillar 0.06 9390 108.67 101.52
FDX FedEx Corporation 0.06 6740 151.38 168.60
DIS Walt Disney Company 0.06 11023 86.31 91.03
APD Air Products & Chemicals 0.06 8067 128.62 133.48
PM Philip Morris International 0.06 12852 84.31 89.12
SYK Stryker Corporation 0.06 11624 84.32 87.68
EMC EMC Corporation 0.06 39053 26.34 28.71
HSY Hershey Company 0.06 10052 97.37 95.42
Transcanada 0.06 21530 47.72 0.00
CXO Concho Resources 0.06 8116 135.88 106.27
Nabors Industries Ltd shs 0.06 36131 29.37 0.00
SNI Scripps Networks Interactive 0.06 11722 81.14 76.76
FEZ SPDR EURO STOXX 50 ETF 0.06 23403 43.27 38.08
BAC Bank of America Corporation 0.05 56716 15.37 17.16
NWL Newell Rubbermaid 0.05 29969 30.99 34.06
DD E.I. du Pont de Nemours & Company 0.05 14186 58.82 68.43
RTN Raytheon Company 0.05 8493 92.25 103.98
TMO Thermo Fisher Scientific 0.05 6511 118.00 117.91
LMT Lockheed Martin Corporation 0.05 5125 160.73 191.51
DHR Danaher Corporation 0.05 11517 78.73 80.67
GD General Dynamics Corporation 0.05 7575 116.55 140.08
DPS Dr Pepper Snapple 0.05 15247 59.47 69.33
MRO Marathon Oil Corporation 0.05 21225 39.92 34.52
STZ Constellation Brands 0.05 9247 88.13 90.75
MET MetLife 0.05 13843 55.56 53.99
BND Vanguard Total Bond Market ETF 0.05 9921 82.22 82.42
GM General Motors Company 0.05 24228 36.30 31.39
VT Vanguard Total World Stock Idx Fd 0.05 13314 62.23 60.89
PGR Progressive Corporation 0.04 23805 25.36 26.33
NOC Northrop Grumman Corporation 0.04 5233 119.63 137.58
BA Boeing Company 0.04 5122 127.23 125.21
MTD Mettler-Toledo International 0.04 2395 253.18 260.12
TMK Torchmark Corporation 0.04 7322 81.92 52.88
GILD Gilead Sciences 0.04 7839 82.02 115.54
LOW Lowe's Companies 0.04 15341 48.16 57.29
BRCM Broadcom Corporation 0.04 19155 37.12 42.09
OAS Oasis Petroleum 0.04 13530 55.89 28.88
KYN Kayne Anderson MLP Investment 0.04 15490 39.41 39.67
RWX SPDR DJ International Real Estate ETF 0.04 15727 44.24 43.30
Mosaic 0.04 13261 49.45 0.00
Marathon Petroleum 0.04 8490 78.07 0.00
Actavis 0.04 2779 223.05 0.00
TWX Time Warner 0.03 8166 70.25 79.98
PNC PNC Financial Services 0.03 6703 89.05 86.53
TSCO Tractor Supply Company 0.03 7920 60.40 73.41
ED Consolidated Edison 0.03 9480 57.74 63.16
XRAY DENTSPLY International 0.03 9615 47.35 50.59
IDXX IDEXX Laboratories 0.03 4320 133.57 143.08
NUE Nucor Corporation 0.03 11195 49.25 53.41
PAYX Paychex 0.03 99145 4.96 46.89
TRV Travelers Companies 0.03 5351 94.07 101.05
HRS Harris Corporation 0.03 6258 72.68 69.70
DRI Darden Restaurants 0.03 12388 47.20 51.60
MCK McKesson Corporation 0.03 2715 186.21 204.51
MO Altria 0.03 13082 41.94 48.02
APC Anadarko Petroleum Corporation 0.03 4524 109.47 88.16
Cenovus Energy 0.03 17555 32.37 0.00
DE Deere & Company 0.03 5288 90.55 85.15
SYMC Symantec Corporation 0.03 25280 22.90 24.86
FCX Freeport-McMoRan Copper & Gold 0.03 14044 36.50 28.14
MUR Murphy Oil Corporation 0.03 7570 66.48 52.38
DOV Dover Corporation 0.03 4928 90.95 79.51
Seagate Technology Com Stk 0.03 9818 56.82 0.00
Tor Dom Bk Cad 0.03 9350 51.41 0.00
EFV iShares MSCI EAFE Value Index 0.03 7885 58.57 53.96
O'reilly Automotive 0.03 3865 150.60 0.00
VYM Vanguard High Dividend Yield ETF 0.03 6520 66.31 67.96
EWG iShares MSCI Germany Index Fund 0.03 16741 31.28 27.08
EWX SPDR S&P; Emerging Markets Small Cap 0.03 11010 50.31 47.40
Vanguard Intl Equity Index F glb ex us etf 0.03 9148 58.05 0.00
Mondelez Int 0.03 14929 37.61 0.00
Palo Alto Networks 0.03 5351 83.85 0.00
Eaton 0.03 6774 77.18 0.00
Workday Inc cl a 0.03 6385 89.86 0.00
CB Chubb Corporation 0.02 3545 92.17 99.05
ANSS ANSYS 0.02 5098 75.82 78.08
GLW Corning Incorporated 0.02 18509 22.08 20.36
AJG Arthur J. Gallagher & Co. 0.02 7763 46.60 47.34
COST Costco Wholesale Corporation 0.02 2627 115.16 133.70
MON Monsanto Company 0.02 2680 124.74 114.97
CAH Cardinal Health 0.02 5592 67.43 78.91
CCL Carnival Corporation 0.02 10132 37.65 40.11
MCHP Microchip Technology 0.02 6798 50.13 44.25
NVDA NVIDIA Corporation 0.02 21453 18.54 19.38
RAI Reynolds American 0.02 4768 60.35 62.96
MDT Medtronic 0.02 4524 63.76 68.19
MS Morgan Stanley 0.02 11084 32.33 35.07
BMS Bemis Company 0.02 9105 40.66 38.15
ADI Analog Devices 0.02 5562 54.07 49.77
UNM Unum 0.02 10349 34.76 33.62
BDX Becton, Dickinson and 0.02 2780 118.30 128.10
Partner Re 0.02 3762 109.21 0.00
AGN Allergan 0.02 2399 169.22 189.71
EBAY eBay 0.02 6653 50.06 52.16
OXY Occidental Petroleum Corporation 0.02 2577 102.63 88.16
UN Unilever N.V. 0.02 7948 43.76 38.80
CA CA 0.02 9203 29.88 29.02
Accenture 0.02 4046 80.84 0.00
CLX Clorox Company 0.02 3706 91.40 99.02
GCI Gannett 0.02 9768 31.31 31.47
PPL PPL Corporation 0.02 7744 35.53 34.95
ROP Roper Industries 0.02 1927 146.01 158.16
DMLP Dorchester Minerals 0.02 8418 30.54 27.64
PNY Piedmont Natural Gas Company 0.02 10000 37.41 38.22
KMP Kinder Morgan Energy Partners 0.02 3495 82.21 94.28
BRLI Bio-Reference Laboratories 0.02 13000 30.22 30.22
XLK Technology SPDR 0.02 9311 38.35 40.43
AIG American International 0.02 6841 54.58 53.55
IVW iShares S&P; 500 Growth Index 0.02 2650 105.19 109.75
IVE iShares S&P; 500 Value Index 0.02 2965 90.28 91.51
XLF Financial Select Sector SPDR 0.02 11633 22.74 23.84
Industries N shs - a - 0.02 3839 97.65 0.00
IYC iShares Dow Jones US Consumer Ser. 0.02 3295 123.47 127.57
EWC iShares MSCI Canada Index 0.02 12500 32.21 29.88
Ipath Dow Jones-aig Commodity 0.02 4446 82.23 0.00
EWQ iShares MSCI France Index 0.02 9645 29.15 25.48
Express Scripts Holding 0.02 3942 69.33 0.00
Ensco Plc Shs Class A 0.02 6026 58.58 0.00
Epr Properties 0.02 5671 46.27 0.00
Ameren 0.02 9216 33.93 0.00
CHL China Mobile 0.01 4220 48.61 62.35
Ace Limited Cmn 0.01 1940 103.70 0.00
MTB M&T; Bank Corporation 0.01 1715 124.05 121.87
FII Federated Investors 0.01 6840 30.92 31.43
KSS Kohl's Corporation 0.01 4601 52.68 55.03
TDC Teradata Corporation 0.01 6211 40.20 42.25
DOW Dow Chemical Company 0.01 5055 47.99 48.88
LH Laboratory Corp. of America Holdings 0.01 2103 102.40 108.91
CTL CenturyLink 0.01 6645 35.67 41.50
BPL Buckeye Partners 0.01 2700 83.06 76.00
CAG ConAgra Foods 0.01 7857 31.83 34.27
PEG Public Service Enterprise 0.01 5968 40.79 41.29
EV Eaton Vance 0.01 5780 37.79 37.18
CF CF Industries Holdings 0.01 1020 240.53 259.28
APU AmeriGas Partners 0.01 4500 45.39 46.07
DTE DTE Energy Company 0.01 2693 77.87 81.79
EQT EQT Corporation 0.01 2140 106.90 90.98
BHB Bar Harbor Bankshares 0.01 345 315.31 28.45
TIP iShares Barclays TIPS Bond Fund 0.01 1596 115.36 113.08
SMFG Sumitomo Mitsui Financial Grp 0.01 12770 8.47 8.21
EMB iShares JPMorgan USD Emer Mkt Bnd Fd ETF 0.01 888 115.27 114.51
IJJ iShares S&P; MidCap 400 Value Index 0.01 770 126.92 124.90
IYW iShares Dow Jones US Technology 0.01 1500 96.88 101.34
Petrochina 0.01 1979 125.55 0.00
Linkedin 0.01 1491 171.47 0.00
Powershares Etf Tr Ii s^p500 low vol 0.01 5800 35.59 0.00
Kraft Foods 0.01 4211 59.95 0.00
Conversant 0.01 9111 25.40 0.00
Now 0.01 6241 36.21 0.00
HAS Hasbro 0.00 173 53.05 57.88
HBC HSBC Holdings 0.00 1136 22.64 0.00
CMCSK Comcast Corporation 0.00 254 34.19 54.68
UPS United Parcel Service 0.00 189 102.66 105.14
BOH Bank of Hawaii Corporation 0.00 905 13.33 58.37
COH Coach 0.00 440 68.18 34.19
MAT Mattel 0.00 188 38.97 31.39
PBI Pitney Bowes 0.00 632 27.62 24.70
SWK Stanley Black & Decker 0.00 271 87.82 93.10
Transocean 0.00 268 45.03 0.00
MXIM Maxim Integrated Products 0.00 363 33.81 29.64
TGT Target Corporation 0.00 281 57.95 61.66
F Ford Motor Company 0.00 1000 17.24 14.13
SPLS Staples 0.00 594 10.84 12.67
NVO Novo Nordisk A/S 0.00 875 46.19 45.47
TUP Tupperware Brands Corporation 0.00 187 83.70 63.93
Montpelier Re Holdings/mrh 0.00 158 31.95 0.00
Invesco Ltd shs 0.00 433 181.27 0.00
BRKL Brookline Ban 0.00 4834 9.37 9.50
CRRC Courier Corporation 0.00 529 36.20 13.62
COWN Cowen 0.00 530 130.55 3.96
Validus Holdings 0.00 932 38.24 0.00
Danaher Corp Del debt 0.00 21000 2.29 0.00
IDU iShares Dow Jones US Utilities 0.00 335 111.37 113.73
EPP iShares MSCI Pacific ex-Japan Idx 0.00 900 49.25 48.50
VO Vanguard Mid-Cap ETF 0.00 137 118.34 121.21
VB Vanguard Small-Cap ETF 0.00 15 118.67 115.42
AHC A. H. Belo Corporation 0.00 2207 11.85 11.61
BWX SPDR Barclays Capital Intl Tresy Bd ETF 0.00 813 60.81 57.12
VNQ Vanguard REIT ETF 0.00 40 74.85 78.87
GUR SPDR S&P; Emerging Europe 0.00 335 39.64 34.41
GAF SPDR S&P; Emerging Middle Est & Afrca ETF 0.00 299 73.22 71.80
Baytex Energy 0.00 905 58.69 0.00
Kinder Morgan 0.00 743 36.26 0.00
Ishares Inc msci frntr 100 0.00 1267 36.07 0.00
Time 0.00 61 24.21 0.00