CHOATE INVESTMENT ADVISORS Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 290
New Positions 32
Increased Positions 103
Decreased Positions 146
Positions with Activity 249
Sold Out Positions 17
Total Mkt Value (in $ millions) 1,788

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

Sector Weighting

Basic Materials 0.24%
Capital Goods 1.2%
Conglomerates
Consumer Cyclical 0.43%
Consumer/Non-Cyclical 1.9%
Energy 1.86%
Financial 78.32%
Healthcare 3.89%
Services 3.32%
Technology 5.54%
Transportation 0.42%
Utilities 0.25%

290 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ISHARES TR CORE S&P500 ETF 371,669 15,762 4.43 1,748,127
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 248,411 -1,805 (0.72) 5,957,088
VANGUARD INTL EQUITY INDEX FD FTSE EMR MKT ETF 115,782 424 .37 2,604,778
POWERSHARES ETF TR II INTL DEV LOWVL 110,606 10,543 10.54 3,419,037
ISHARES TR USA MIN VOL ETF 108,499 20,416 23.18 2,599,714
POWERSHARES ETF TRUST DYNA BUYBK ACH 72,519 2,730 3.91 1,450,675
ISHARES TR MSCI EAFE ETF 55,615 -1,962 (3.41) 829,952
VANGUARD CHARLOTTE FDS INTL BD IDX ETF 45,518 -3,404 (6.96) 844,967
VANGUARD SPECIALIZED PORTFOLIO DIV APP ETF 42,027 -13,811 (24.73) 516,498
POWERSHARES ETF TR II EM MRK LOW VOL 36,875 -1,096 (2.89) 1,365,240
POWERSHARES ETF TRUST FTSE RAFI 1000 26,429 24,535 1,295.87 283,236
SPDR INDEX SHS FDS S&P EMKTSC ETF 25,595 23,992 1,496.66 536,923
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 20,883 4,760 29.53 74,509
SPDR S&P 500 ETF TR TR UNIT 20,445 -108 (0.53) 96,820
ISHARES EAFE GRWTH ETF 19,642 -15,496 (44.1) 268,814
INTERNATIONAL BUSINESS MACHS COM 16,003 -422 (2.57) 94,004
EXXON MOBIL CORP COM 12,927 -137 (1.05) 147,667
GENERAL ELECTRIC CO COM 12,597 -152 (1.19) 469,170
PROCTER & GAMBLE CO COM 12,170 -351 (2.8) 150,338
APPLE INC COM 10,865 -1,027 (8.64) 83,790