Choate Investment Advisors

Q4 2013 13F-HR/A Holdings

Location
Boston, MA
Holdings as of
12/31/2013
Date filed
2/5/2014
Form type
13F-HR/A - RESTATEMENT
Num holdings
263
Total value ($000)
$1,529,618
Net value change ($000)
—
New positions
262
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 5/15/2014 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 263,509 —
VEA 197,699 —
VWO 88,887 —
POWERSHARES ETF TR II 63,250 —
EFA 61,893 —
VIG 54,798 —
INVESCO EXCHANGE-TRADED FUND TRUST 53,557 —
EFG 50,599 —
BNDX 45,337 —
POWERSHARES ETF TR II 44,858 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type