CHOATE INVESTMENT ADVISORS Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 284
New Positions 10
Increased Positions 48
Decreased Positions 191
Positions with Activity 239
Sold Out Positions 25
Total Mkt Value (in $ millions) 1,743

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

Sector Weighting

Basic Materials 0.22%
Capital Goods 1.08%
Conglomerates
Consumer Cyclical 0.31%
Consumer/Non-Cyclical 1.67%
Energy 1.7%
Financial 81.35%
Healthcare 3.61%
Services 3.18%
Technology 5.09%
Transportation 0.43%
Utilities 0.13%

284 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR CORE S&P500 ETF 375,139 13,748 3.80 1,814,631
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 209,988 -26,568 (11.23) 5,288,031
ISHARES TR USA MIN VOL ETF 133,177 28,461 27.18 3,306,286
POWERSHARES ETF TR II INTL DEV LOWVL 117,688 12,382 11.76 3,821,044
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 92,796 -12,281 (11.69) 2,300,339
POWERSHARES ETF TRUST DYNA BUYBK ACH 72,633 2,435 3.47 1,500,995
ISHARES IBOXX HI YD ETF 50,566 48,706 2,617.65 572,146
ISHARES TR MSCI EAFE ETF 44,923 -7,961 (15.05) 705,011
POWERSHARES ETF TRUST FTSE RAFI 1000 35,425 9,786 38.17 391,346
POWERSHARES ETF TR II EM MRK LOW VOL 33,899 151 .45 1,371,333
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 32,991 12,677 62.41 121,009
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 29,821 -10,760 (26.52) 379,550
SPDR INDEX SHS FDS S&P EMKTSC ETF 29,762 5,810 24.26 667,161
VANGUARD CHARLOTTE FDS INTL BD IDX ETF 20,888 -23,220 (52.64) 400,148
SPDR S&P 500 ETF TR TR UNIT 19,762 -126 (0.64) 96,205
ISHARES TR CORE S&P SCP ETF 15,923 7,214 82.83 135,296
EXXON MOBIL CORP COM 13,813 1,583 12.94 166,781
INTERNATIONAL BUSINESS MACHS COM 13,362 -1,958 (12.78) 81,988
GENERAL ELECTRIC CO COM 12,326 -173 (1.38) 462,675
VANGUARD INDEX FDS REIT ETF 12,251 12,055 6,167.32 163,953