Choate Investment Advisors — Q4 2013 13F 持股

Name: Choate Investment Advisors — 13F Holdings, Q4 2013
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001399794

申報總市值

US$51.1億

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本季完整持股清單

僅顯示前 200 大持股（共 263 檔）

#	代號	標的名稱	資產子類別	佔比	佔比變動	持倉量變化
1	IVV	Ishares Core S&p 500 ETF	ETF-大型股與成長	17.23%	+0.10%	+5.85%
2	VEA	Vanguard Ftse Developed ETF	ETF-其他	12.92%	+0.08%	+11.38%
3	VWO	Vanguard Ftse Emerging Marke	ETF-新興市場	5.81%	—	+5.26%
4	✓	Invesco Intl Developed Low Vol	股票-其他	4.14%	—	+63.48%
5	EFA	Ishares Msci Eafe ETF	ETF-其他	4.05%	—	-5.24%
6	VIG	Vanguard Dividend Apprec ETF	ETF-其他	3.58%	—	-5.95%
7	PKWUSD	Invesco Buyback Achievers Et	ETF-其他	3.50%	—	+2.69%
8	EFG	Ishares Msci Eafe Growth ETF	ETF-其他	3.31%	—	-14.69%
9	BNDX	Vanguard Total Intl Bond ETF	ETF-其他	2.96%	—	—
10	✓	Powershares ETF Tr Ii	ETF-其他	2.93%	—	+31.20%
11	MDY	State Street Spdr S&p Midcap	ETF-其他	2.70%	—	-7.65%
12	DGS	Wisdomtree Em Small Cap	ETF-中小型股	1.76%	—	+1.17%
13	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-大型股與成長	1.26%	-0.07%	-3.66%
14	IJR	Ishares Core S&p Small-cap E	ETF-中小型股	1.25%	—	-8.95%
15	IBM	Intl Business Machines CORP	股票-科技	1.25%	—	-0.40%
16	XOM	Exxon Mobil CORP	股票-能源	1.08%	+0.13%	+1.06%
17	AEP	American Electric Power Company, Inc.	股票-公用事業	0.97%	—	-1.78%
18	PG	Procter & Gamble Co/the	股票-非循環性消費	0.91%	—	-3.77%
19	VSS	Vanguard Ftse All Wo X-us Sc	ETF-其他	0.86%	—	-24.40%
20	ADI	Analog Devices INC	股票-科技	0.82%	—	+0.02%
21	EEM	Ishares Msci Emerging Market	ETF-新興市場	0.78%	—	-11.49%
22	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.61%	—	+557.34%
23	CVX	Chevron CORP	股票-能源	0.58%	—	-4.29%
24	PFE	Pfizer INC	股票-醫療保健	0.56%	—	-4.82%
25	JPM	Jpmorgan Chase & Co	股票-金融	0.54%	+0.05%	-2.02%
26	ABBV	Abbvie INC	股票-醫療保健	0.51%	—	-4.94%
27	AAPL	Apple INC	股票-科技	0.51%	-0.23%	-6.72%
28	JNJ	Johnson & Johnson	股票-醫療保健	0.50%	+0.11%	-4.81%
29	MSFT	Microsoft CORP	股票-科技	0.44%	-0.74%	-7.09%
30	BRK-B	Berkshire Hathaway Inc-cl B	股票-其他	0.44%	—	-3.79%
31	CTSH	Cognizant Tech Solutions-a	股票-科技	0.42%	—	+0.23%
32	UTXZ	United Tech CORP	股票-其他	0.41%	—	-3.15%
33	INTC	Intel CORP	股票-科技	0.40%	—	-2.00%
34	BRK-A	Berkshire Hathaway Inc-cl A	股票-其他	0.40%	—	—
35	ABT	Abbott Laboratories	股票-醫療保健	0.39%	-0.14%	-2.27%
36	UNP	Union Pacific CORP	股票-工業	0.37%	—	+4.33%
37	MMM	3m Co	股票-工業	0.37%	—	-2.04%
38	GOOG	Alphabet A	股票-通訊服務	0.37%	—	-0.34%
39	EMR	Emerson Electric Co	股票-工業	0.36%	—	-3.81%
40	AMP	Ameriprise Financial INC	股票-金融	0.36%	—	-7.01%
41	VZ	Verizon Communications INC	股票-通訊服務	0.34%	—	+0.80%
42	WFC	Wells Fargo & Co	股票-金融	0.34%	—	-0.67%
43	CCFEUR	Chase CORP	股票-其他	0.32%	—	+139.10%
44	AFL	Aflac INC	股票-金融	0.32%	—	-9.24%
45	USB	US Bancorp	股票-金融	0.30%	—	-3.07%
46	CL	Colgate-palmolive Co	股票-非循環性消費	0.29%	—	+0.20%
47	VNQI	Vanguard Glbl Ex-us Real Est	ETF-其他	0.29%	—	-51.51%
48	MCD	Mcdonald's CORP	股票-循環性消費	0.27%	—	-3.12%
49	HD	Home Depot INC	股票-循環性消費	0.27%	-0.15%	-0.63%
50	AXP	American Express Co	股票-金融	0.27%	-0.06%	-7.09%

1–50 of 200

本季持股變動

Choate Investment Advisors 於截至 Q4 2013 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#	代號	標的名稱	佔比變動	持倉量變化	異動類型
1	✓	Invesco Intl Developed Low Vol	+1.4%	+63.48%	加碼
2	USMV	Ishares Msci USA Min Vol Fac	+0.5%	+557.34%	加碼
3	IVV	Ishares Core S&p 500 ETF	+0.5%	+5.85%	加碼
4	VEA	Vanguard Ftse Developed ETF	+0.5%	+11.38%	加碼
5	✓	Powershares ETF Tr Ii	+0.4%	+31.20%	加碼
6	CCFEUR	Chase CORP	+0.2%	+139.10%	加碼
7	SXI	Standex International CORP	+0.1%	+56.42%	加碼
8	XOM	Exxon Mobil CORP	+0.1%	+1.06%	加碼
9	GOOG	Alphabet A	+0.1%	-0.34%	減碼
10	CTSH	Cognizant Tech Solutions-a	0%	+0.23%	加碼
11	EWG	Ishares Msci Germany ETF	0%	+120.10%	加碼
12	AEP	American Electric Power Company, Inc.	0%	-1.78%	減碼
13	AMP	Ameriprise Financial INC	0%	-7.01%	減碼
14	VFC	Vf CORP	0%	+299.25%	加碼
15	MRK	Merck & Co. INC.	0%	+8.70%	加碼
16	PKWUSD	Invesco Buyback Achievers Et	—	+2.69%	加碼
17	MMM	3m Co	—	-2.04%	減碼
18	ABT	Abbott Laboratories	—	-2.27%	減碼
19	ABBV	Abbvie INC	0%	-4.94%	減碼
20	JPM	Jpmorgan Chase & Co	0%	-2.02%	減碼
21	UNP	Union Pacific CORP	0%	+4.33%	加碼
22	INTC	Intel CORP	0%	-2.00%	減碼
23	WFC	Wells Fargo & Co	0%	-0.67%	減碼
24	AAPL	Apple INC	0%	-6.72%	減碼
25	ADI	Analog Devices INC	0%	+0.02%	加碼
26	ICF	Ishares Select U.s. Reit ETF	0%	-41.97%	減碼
27	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	-3.66%	減碼
28	IWM	Ishares Russell 2000 ETF	-0.1%	-22.20%	減碼
29	PG	Procter & Gamble Co/the	-0.1%	-3.77%	減碼
30	EWC	Ishares Msci Canada ETF	-0.2%	-78.69%	減碼
31	PANW	Palo Alto Networks INC	-0.2%	-84.51%	減碼
32	EEM	Ishares Msci Emerging Market	-0.2%	-11.49%	減碼
33	RWX	State Street Spdr Dow Jones	-0.2%	-49.28%	減碼
34	VWO	Vanguard Ftse Emerging Marke	-0.3%	+5.26%	加碼
35	WDAY	Workday Inc-class A	-0.3%	-85.91%	減碼
36	VSS	Vanguard Ftse All Wo X-us Sc	-0.4%	-24.40%	減碼
37	VNQI	Vanguard Glbl Ex-us Real Est	-0.4%	-51.51%	減碼
38	VIG	Vanguard Dividend Apprec ETF	-0.4%	-5.95%	減碼
39	EFG	Ishares Msci Eafe Growth ETF	-0.9%	-14.69%	減碼
40	BNDX	Vanguard Total Intl Bond ETF	—	NEW	新建倉
41	DELL	Dell Technologies Inc.	—	EXIT	清倉
42	VOO	Vanguard S&p 500 ETF	—	NEW	新建倉
43	VOO	Vanguard S&P 500 ETF	—	EXIT	清倉
44	✓	Imperva INC	—	EXIT	清倉
45	✓	Ishares Tr	—	NEW	新建倉
46	EWQ	Ishares Msci France ETF	—	NEW	新建倉
47	✓	Actavis INC Com	—	EXIT	清倉
48	✓	Ishares Tr	—	NEW	新建倉
49	✓	Ishares Msci	—	NEW	新建倉
50	✓		—	NEW	新建倉