0001399794-11-000011.txt : 20110520 0001399794-11-000011.hdr.sgml : 20110520 20110520082755 ACCESSION NUMBER: 0001399794-11-000011 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20110331 FILED AS OF DATE: 20110520 DATE AS OF CHANGE: 20110520 EFFECTIVENESS DATE: 20110520 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Choate Investment Advisors CENTRAL INDEX KEY: 0001399794 IRS NUMBER: 043337956 STATE OF INCORPORATION: MA FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12523 FILM NUMBER: 11859777 BUSINESS ADDRESS: STREET 1: TWO INTERNATIONAL PLACE CITY: BOSTON STATE: MA ZIP: 02110 BUSINESS PHONE: 617-248-5000 MAIL ADDRESS: STREET 1: TWO INTERNATIONAL PLACE CITY: BOSTON STATE: MA ZIP: 02110 13F-HR 1 cia.txt UNITED STATES SECRITIES AND EXCHANGE COMMISSION WASHINGTON D.C. 20549 FORM 13F FORM 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2011 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Choate Investment Advisors Address: Two International Place Boston, MA 02110 13F File Number: 028-12523 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists and tables, are considered integral parts of this submission. Person Signing this Report on Behalf of Reporting Manager: Name: Choate Investment Advisors Title: Phone: 800-520-2427 Signature, Place, and Date of Signing: Todd Millay Boston, Massachusetts" 31-Mar-11 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. List of Other Managers Reporting for this Manager: FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 184 Form 13F Information Table Value Total: $872,280 List of Other Included Managers: No. 13F File Number Name FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOT VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE 3M CO Common Stock 88579y101 7978 85325 SH Sole 85325 ABBOTT LABS Common Stock 002824100 8894 181324 SH Sole 181324 ADVANCED AUTO PARTS Common Stock 00751y106 210 3200 SH Sole 3200 AFLAC INC Common Stock 001055102 905 17153 SH Sole 17153 AIR PRODUCTS & CHEMICALS INC Common Stock 009158106 1002 11114 SH Sole 11114 ALLSTATE CORP Common Stock 020002101 1027 32315 SH Sole 32315 ALTRIA GROUP INC Common Stock 02209s103 316 12150 SH Sole 12150 AMERICAN EXPRESS CO Common Stock 025816109 2155 47685 SH Sole 47685 ANADARKO PETROLEUM CORPORATION Common Stock 032511107 1037 12660 SH Sole 12660 APACHE CORP Common Stock 037411105 2699 20619 SH Sole 20619 APPLE INC Common Stock 037833100 2269 6512 SH Sole 6512 AT&T INC Common Stock 00206r102 2553 83389 SH Sole 83389 AUTOMATIC DATA PROCESSING INC Common Stock 053015103 5925 115469 SH Sole 115469 BAKER HUGHES INC Common Stock 057224107 496 6750 SH Sole 6750 BANK OF AMERICA CORP Common Stock 060505104 348 26138 SH Sole 26138 BARRICK GOLD CORP Common Stock 067901108 291 5600 SH Sole 5600 BAXTER INTL INC Common Stock 071813109 1213 22568 SH Sole 22568 BECTON DICKINSON Common Stock 075887109 289 3625 SH Sole 3625 BEMIS INC Common Stock 081437105 715 21800 SH Sole 21800 BERKSHIRE HATHAWAY INC CLASS A Common Stock 084670108 3884 31 SH Sole 31 BERKSHIRE HATHAWAY INC-CL B Common Stock 084670702 10332 123547 SH Sole 123547 BMC SOFTWARE INC Common Stock 055921100 200 4024 SH Sole 4024 BOEING CO Common Stock 097023105 580 7850 SH Sole 7850 BRISTOL MYERS SQUIBB CO Common Stock 110122108 2104 79590 SH Sole 79590 BUCKEYE PARTNERS LP Common Stock 118230101 641 10090 SH Sole 10090 CAREFUSION CORP Common Stock 14170t101 437 15490 SH Sole 15490 CATERPILLAR INC Common Stock 149123101 377 3390 SH Sole 3390 CENOVUS ENERGY INC Common Stock 15135u109 331 8405 SH Sole 8405 CEPHALON INC Common Stock 156708109 1648 21660 SH Sole 21660 CHEVRON CORPORATION Common Stock 166764100 8911 82905 SH Sole 82905 CHUBB CORP Common Stock 171232101 1217 19853 SH Sole 19853 CISCO SYSTEMS INC Common Stock 17275r102 4377 255225 SH Sole 255225 COCA COLA CO Common Stock 191216100 4857 73212 SH Sole 73212 COGNIZANT TECHNOLOGY SOLUTIONS Common Stock 192446102 10222 125576 SH Sole 125576 COLGATE PALMOLIVE CO Common Stock 194162103 648 8020 SH Sole 8020 COMCAST CORP-CL A Common Stock 20030n101 498 20152 SH Sole 20152 COMMUNITY HEALTH SYS INC Common Stock 203668108 284 7090 SH Sole 7090 CONOCOPHILLIPS Common Stock 20825c104 851 10656 SH Sole 10656 CONTINENTAL RESOURCES INC Common Stock 212015101 249 3490 SH Sole 3490 COSTCO WHOLESALE CORP Common Stock 22160k105 272 3715 SH Sole 3715 CREE INC Common Stock 225447101 235 5085 SH Sole 5085 CVS CAREMARK CORP Common Stock 126650100 1754 51117 SH Sole 51117 DANAHER CORP Common Stock 235851102 212 4085 SH Sole 4085 DARDEN RESTAURANTS INC Common Stock 237194105 542 11024 SH Sole 11024 DEVON ENERGY CORPORATION Common Stock 25179m103 395 4302 SH Sole 4302 DEWEY ELECTRONICS CORP Common Stock 252063102 15 10998 SH Sole 10998 DISNEY WALT CO NEW Common Stock 254687106 1061 24630 SH Sole 24630 DOMINION RESOURCES INC Common Stock 25746u109 522 11680 SH Sole 11680 DORCHESTER MINERALS LP Common Stock 25820r105 829 28364 SH Sole 28364 DU PONT E I DE NEMOURS & CO Common Stock 263534109 607 11037 SH Sole 11037 ECOLAB INC Common Stock 278865100 276 5400 SH Sole 5400 EDWARDS LIFESCIENCES CORP Common Stock 2.8176E+112 708 8138 SH Sole 8138 EMERSON ELEC CO Common Stock 291011104 5021 85926 SH Sole 85926 ENCANA CORP Common Stock 292505104 353 10215 SH Sole 10215 EXXONMOBIL CORP Common Stock 30231g102 16627 197632 SH Sole 197632 FEDERATED INVESTORS INC-CL B Common Stock 314211103 277 10354 SH Sole 10354 FEDEX CORPORATION Common Stock 31428x106 510 5455 SH Sole 5455 FISERV INC Common Stock 337738108 912 14544 SH Sole 14544 FREEPORT-MCMORAN COPPER AND GO Common Stock 35671d857 997 17940 SH Sole 17940 GENERAL DYNAMICS CORP Common Stock 369550108 1080 14113 SH Sole 14113 GENERAL ELECTRIC CORP Common Stock 369604103 9428 470221 SH Sole 470221 GENERAL MLS INC Common Stock 370334104 4272 116886 SH Sole 116886 GENZYME CORPORATION Common Stock 372917104 787 10331 SH Sole 10331 GILEAD SCIENCES INC Common Stock 375558103 207 4872 SH Sole 4872 GOLDCORP INC Common Stock 380956409 289 5800 SH Sole 5800 GOLDMAN SACHS GROUP INC Common Stock 38141g104 959 6045 SH Sole 6045 GOOGLE INC CL A Common Stock 38259p508 3201 5456 SH Sole 5456 HARRIS CORP DEL Common Stock 413875105 214 4319 SH Sole 4319 HEINZ H J CO Common Stock 423074103 897 18365 SH Sole 18365 HERTZ GLOBAL HOLDINGS INC Common Stock 42805t105 310 19820 SH Sole 19820 HEWLETT PACKARD CO Common Stock 428236103 1269 30963 SH Sole 30963 HOME DEPOT INC Common Stock 437076102 2375 64077 SH Sole 64077 HONEYWELL INTERNATIONAL INC Common Stock 438516106 302 5060 SH Sole 5060 HOSPIRA INC Common Stock 441060100 521 9444 SH Sole 9444 ILLINOIS TOOL WKS INC Common Stock 452308109 976 18160 SH Sole 18160 INTEL CORP Common Stock 458140100 3196 158364 SH Sole 158364 INTL. BUSINESS MACHINES CORP Common Stock 459200101 8309 50951 SH Sole 50951 ITT CORPORATION Common Stock 450911102 201 3345 SH Sole 3345 JOHNSON & JOHNSON Common Stock 478160104 7182 121222 SH Sole 121222 JP MORGAN CHASE & CO Common Stock 46625h100 4693 101801 SH Sole 101801 KIMBERLY CLARK CORP Common Stock 494368103 1188 18200 SH Sole 18200 KINDER MORGAN ENERGY PARTNERS Common Stock 494550106 774 10450 SH Sole 10450 KOHLS CORP Common Stock 500255104 287 5407 SH Sole 5407 L3 COMMUNICATIONS HOLDINGS INC Common Stock 502424104 253 3236 SH Sole 3236 LABORATORY CORP AMERICA HOLDIN Common Stock 50540r409 229 2491 SH Sole 2491 LILLY ELI & CO Common Stock 532457108 947 26936 SH Sole 26936 LOWES COS INC Common Stock 548661107 680 25745 SH Sole 25745 MARATHON OIL CORP Common Stock 565849106 1066 20000 SH Sole 20000 MARSH & MCLENNAN COS INC Common Stock 571748102 1404 47095 SH Sole 47095 MASTERCARD INC CL A Common Stock 57636q104 244 970 SH Sole 970 MCDONALDS CORP Common Stock 580135101 502 6598 SH Sole 6598 MCGRAW HILL COMPANIES INC Common Stock 580645109 602 15270 SH Sole 15270 MEDCO HEALTH SOLUTIONS INC Common Stock 58405u102 251 4474 SH Sole 4474 MEDTRONIC INC Common Stock 585055106 417 10600 SH Sole 10600 MERCK & CO INC Common Stock 58933y105 3732 113061 SH Sole 113061 METLIFE INC Common Stock 59156r108 428 9573 SH Sole 9573 MICROSOFT CORP Common Stock 594918104 4575 180205 SH Sole 180205 MOODYS CORP Common Stock 615369105 873 25756 SH Sole 25756 MORGAN STANLEY Common Stock 617446448 317 11598 SH Sole 11598 NATIONAL FUEL GAS CO Common Stock 636180101 259 3500 SH Sole 3500 NATIONAL-OILWELL INC Common Stock 637071101 1378 17380 SH Sole 17380 NEWELL RUBBERMAID INC Common Stock 651229106 581 30353 SH Sole 30353 NEWMONT MNG CORP Common Stock 651639106 212 3885 SH Sole 3885 NEXTERA ENERGY INC Common Stock 65339f101 1579 28652 SH Sole 28652 NIKE INC-CLASS B Common Stock 654106103 492 6496 SH Sole 6496 NORFOLK SOUTHERN CORP Common Stock 655844108 362 5224 SH Sole 5224 NORTHERN TR CORP Common Stock 665859104 626 12340 SH Sole 12340 NORTHROP GRUMMAN CORPORATION Common Stock 666807102 514 8190 SH Sole 8190 NUCOR CORP Common Stock 670346105 242 5261 SH Sole 5261 O REILLY AUTOMOTIVE INC Common Stock 67103h107 219 3810 SH Sole 3810 ORACLE CORPORATION Common Stock 68389x105 1017 30419 SH Sole 30419 PEPSICO INC Common Stock 713448108 6134 95231 SH Sole 95231 PFIZER INC Common Stock 717081103 9054 445781 SH Sole 445781 PHILIP MORRIS INTERNATIONAL Common Stock 718172109 396 6040 SH Sole 6040 PIEDMONT NATURAL GAS INC Common Stock 720186105 303 10000 SH Sole 10000 PPL CORPORATION Common Stock 69351t106 219 8651 SH Sole 8651 PROCTER & GAMBLE CO Common Stock 742718109 12450 202103 SH Sole 202103 PROGRESSIVE CORP OHIO Common Stock 743315103 954 45150 SH Sole 45150 PUBLIC SVC ENTERPRISE GROUP IN Common Stock 744573106 257 8145 SH Sole 8145 SIGMA ALDRICH CORP Common Stock 826552101 216 3395 SH Sole 3395 STAPLES INC Common Stock 855030102 201 10350 SH Sole 10350 STATE STREET CORP Common Stock 857477103 381 8471 SH Sole 8471 STRYKER CORPORATION Common Stock 863667101 348 5720 SH Sole 5720 T ROWE PRICE GROUP INC Common Stock 74144t108 547 8239 SH Sole 8239 TARGET CORP Common Stock 87612e110 1032 20636 SH Sole 20636 THE HERSHEY COMPANY Common Stock 427866108 1444 26561 SH Sole 26561 THERMO FISHER SCIENTIFIC INC Common Stock 883556102 1107 19922 SH Sole 19922 TJX COS INC Common Stock 872540109 4499 90472 SH Sole 90472 TORCHMARK CORP Common Stock 891027104 470 7075 SH Sole 7075 TORONTO DOMINION BANK Common Stock 891160509 323 3650 SH Sole 3650 TRANSCANADA CORP Common Stock 89353d107 1115 27500 SH Sole 27500 TRAVELERS COMPANIES INC Common Stock 89417e113 641 10770 SH Sole 10770 UNION PAC CORP Common Stock 907818108 625 6354 SH Sole 6354 UNITED TECHNOLOGIES CORP Common Stock 913017109 4991 58956 SH Sole 58956 US BANCORP NEW Common Stock 902973304 232 8791 SH Sole 8791 V.F. CORP Common Stock 918204108 2128 21601 SH Sole 21601 VALUECLICK INC Common Stock 92046n102 159 10997 SH Sole 10997 VERIZON COMMUNICATIONS Common Stock 92343v104 1774 46038 SH Sole 46038 WAL MART STORES INC Common Stock 931142103 2916 56020 SH Sole 56020 WALGREEN CO Common Stock 931422109 3156 78614 SH Sole 78614 WASTE MANAGEMENT INC Common Stock 94106l109 254 6800 SH Sole 6800 WELLPOINT INC Common Stock 94973v107 313 4490 SH Sole 4490 WELLS FARGO & CO Common Stock 949746101 3783 119293 SH Sole 119293 YUM! BRANDS INC Common Stock 988498101 936 18221 SH Sole 18221 ZIMMER HLDGS INC Common Stock 98956p102 520 8585 SH Sole 8585 BHP BILLITON LTD SPONS ADR ADRs 088606108 236 2458 SH Sole 2458 BP PLC SPONS ADR ADRs 055622104 1056 23924 SH Sole 23924 CHINA MOBILE LIMITED SPONS ADR ADRs 16941m109 357 7720 SH Sole 7720 CHUNGHWA TELECOM LTD SPONS ADR ADRs 17133q502 249 7991 SH Sole 7991 GLAXO SMITHKLINE SPONS ADR ADRs 37733w105 2290 59619 SH Sole 59619 NESTLE SA SPONS ADR ADRs 641069406 3906 67950 SH Sole 67950 NOKIA CORP SPONS ADR ADRs 654902204 87 10280 SH Sole 10280 PETROCHINA CO LTD SPONS ADR ADRs 71646e104 457 3000 SH Sole 3000 ROYAL DUTCH SHELL PLC SPONS AD ADRs 780259107 452 6169 SH Sole 6169 ROYAL DUTCH SHELL SPONS ADR ADRs 780259206 1348 18501 SH Sole 18501 SCHLUMBERGER LTD ADRs 806857108 3064 32850 SH Sole 32850 TELEFONICA SA SPONS ADR ADRs 879382208 280 11085 SH Sole 11085 TEVA PHARMACEUTICAL INDS SPONS ADRs 881624209 2697 53758 SH Sole 53758 VODAFONE GROUP SPONS ADR ADRs 92857w209 742 25792 SH Sole 25792 ENERGY SELECT SECTOR SPDR ETFs 81369y506 937 11755 SH Sole 11755 ISHARES COHEN & STEERS RLTY ETFs 464287564 4396 62683 SH Sole 62683 ISHARES DJ US CONSMER CYCLIC ETFs 464287580 424 6010 SH Sole 6010 ISHARES MSCI CANADA INDEX FUND ETFs 464286509 26550 789956 SH Sole 789956 ISHARES MSCI EAFE INDEX FUND ETFs 464287465 33362 555297 SH Sole 555297 ISHARES MSCI EMERGING MKT IN ETFs 464287234 10255 210706 SH Sole 210706 ISHARES MSCI GERMANY ETFs 464286806 20576 792892 SH Sole 792892 ISHARES RUSSELL 1000 INDEX FUN ETFs 464287622 325 4394 SH Sole 4394 ISHARES RUSSELL 2000 INDEX FUN ETFs 464287655 1316 15633 SH Sole 15633 ISHARES S&P 500 INDEX FUND ETFs 464287200 145711 1095487 SH Sole 1095487 ISHARES S&P SMALLCAP 600 ETFs 464287804 27639 375734 SH Sole 375734 ISHARES JP MORGAN EM BOND FD ETFs 464288281 440 4125 SH Sole 4125 MORGAN STANLEY FRONTIER EMER ETFs 61757p101 10199 730063 SH Sole 730063 SPDR S&P 500 ETF TRUST ETFs 78462f103 17823 134425 SH Sole 134425 SPDR GOLD TRUST ETFs 78463v107 532 3805 SH Sole 3805 SPDR DJ WILSHIRE INTL REAL ESTATE ETFs 78463x863 12568 322200 SH Sole 322200 SPDR BARCLAYS CAP INTL TREAS BOND FD ETFs 78464a516 280 4673 SH Sole 4673 SPDR S&P MIDCAP 400 ETF TRUST ETFs 78467y107 55629 309825 SH Sole 309825 VANGUARD DIVIDEND APPREC ETF ETFs 921908844 44476 801221 SH Sole 801221 VANGUARD FTSE ALL WORLD X-US S ETFs 922042718 32018 314115 SH Sole 314115 VANGUARD HIGH DVD YIELD ETF ETFs 921946406 249 5620 SH Sole 5620 VANGUARD MSCI EAFE ETF ETFs 921943858 117365 3145665 SH Sole 3145665 VANGUARD MSCI EMERGING MARKETS ETFs 922042858 34943 713843 SH Sole 713843 WISDOMTREE EMERGING MKTS S/C D ETFs 97717w281 13729 256698 SH Sole 256698 WISDOMTREE JAPAN DIVIDEND FD ETFs 97717w851 1445 39205 SH Sole 39205