CHOATE INVESTMENT ADVISORS Information

TWO INTERNATIONAL PLACE, BOSTON, Massachusetts, 02110, (617) 248-5000

Report Date: 06/30/2014

Position Statistics

Total Positions 324
New Positions 29
Increased Positions 96
Decreased Positions 191
Positions with Activity 287
Sold Out Positions 19
Total Mkt Value (in $ millions) 1,612

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0.33%
Capital Goods 1.34%
Conglomerates
Consumer Cyclical 0.46%
Consumer/Non-Cyclical 2.24%
Energy 2.28%
Financial 76.25%
Healthcare 3.87%
Services 3.47%
Technology 5.74%
Transportation 0.55%
Utilities 0.33%

324 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR CORE S&P500 ETF 307,755 16,106 5.52 1,621,726
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 224,323 16,707 8.05 5,970,796
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 107,640 7,216 7.19 2,615,785
POWERSHARES ETF TR II INTL DEV LOWVL 86,535 9,458 12.27 2,816,900
POWERSHARES ETF TRUST DYNA BUYBK ACH 59,341 1,770 3.08 1,384,846
ISHARES TR USA MIN VOL ETF 58,306 30,201 107.46 1,574,144
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 56,796 906 1.62 760,628
ISHARES TR MSCI EAFE ETF 54,200 -586 (1.07) 893,797
VANGUARD CHARLOTTE FDS INTL BD IDX ETF 49,176 -1,312 (2.6) 942,608
POWERSHARES ETF TR II EM MRK LOW VOL 37,985 -4,573 (10.75) 1,441,544
ISHARES EAFE GRWTH ETF 36,541 -5,576 (13.24) 565,567
WISDOMTREE TR EMG MKTS SMCAP 29,896 1,504 5.30 669,565
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 19,319 -13,767 (41.61) 80,291
SPDR S&P 500 ETF TR TR UNIT 18,136 -873 (4.59) 96,228
INTERNATIONAL BUSINESS MACHS COM 17,786 -1,320 (6.91) 97,700
EXXON MOBIL CORP COM 13,229 -2,388 (15.29) 145,044
PROCTER & GAMBLE CO COM 12,995 -584 (4.3) 156,055
ISHARES TR MSCI EMG MKT ETF 12,350 340 2.84 303,293
JPMORGAN CHASE & CO COM 12,163 4,324 55.15 216,423
GENERAL ELECTRIC CO COM 11,857 -1,248 (9.52) 477,734