Choate Investment Advisors Closed Holding Positions

Choate Investment Advisors

  • $3.79 Billion
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Ishares Gold Tr
Q2 2021 Filed on Jul 30, 2021
52,609
N/A
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
Q2 2021 Filed on Jul 30, 2021
3,735
$59.11 - $60.52 $221K - $226K
EPP
Ishares Inc

ETFs
Q2 2021 Filed on Jul 30, 2021
1,500
$50.7 - $53.97 $76.1K - $81K
EMB
Ishares Tr

ETFs
Q2 2021 Filed on Jul 30, 2021
1,804
$109.25 - $112.9 $197K - $204K
Blackrock Muniholdings Quali
Q1 2021 Filed on May 07, 2021
23,558
N/A
Bristol Myers Squibb CO
Q1 2021 Filed on May 07, 2021
9,079
N/A
EQIX
Equinix Inc

Real Estate
Q1 2021 Filed on May 07, 2021
490
$594.92 - $768.57 $292K - $377K
EWM
Ishs Msci Malaysia ETF

ETFs
Q1 2021 Filed on May 07, 2021
562
$27.05 - $28.88 $15.2K - $16.2K
Danaher Corporation
Q1 2021 Filed on May 07, 2021
21,000
N/A
HEZU
Ishares Currency Hedged Msci E

ETFs
Q4 2020 Filed on Feb 08, 2021
10,265
$26.3 - $31.8 $270K - $326K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
Q4 2020 Filed on Feb 08, 2021
19,137
$24.12 - $26.74 $462K - $512K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
Q4 2020 Filed on Feb 08, 2021
13,875
$24.53 - $26.04 $340K - $361K
BNDX
Vanguard Total International B

ETFs
Q4 2020 Filed on Feb 08, 2021
3,836
$57.99 - $58.75 $222K - $225K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
Q4 2020 Filed on Feb 08, 2021
295
$57.33 - $58.77 $16.9K - $17.3K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
Q4 2020 Filed on Feb 08, 2021
13,273
$39.32 - $41.26 $522K - $548K
GEM
Goldman Sachs ETF Tr Actvebeta

ETFs
Q4 2020 Filed on Feb 08, 2021
7,815
$32.73 - $38.23 $256K - $299K
Allergan PLC
Q2 2020 Filed on Jul 23, 2020
1,809
N/A
Invesco Exchange Traded Fd T
Q2 2020 Filed on Jul 23, 2020
15,350
N/A
IYF
Ishares Tr

ETFs
Q2 2020 Filed on Jul 23, 2020
4,255
$45.62 - $62.0 $194K - $264K
United Technologies Corp
Q2 2020 Filed on Jul 23, 2020
27,646
N/A
PRU
Prudential Financial Inc

Financial Services
Q1 2020 Filed on May 07, 2020
2,746
$39.22 - $97.1 $108K - $267K
RDS-A
Shell PLC

Energy
Q1 2020 Filed on May 07, 2020
3,689
$20.14 - $55.75 $74.3K - $206K
Unilever N V
Q4 2019 Filed on Jan 28, 2020
3,353
N/A
Celgene Corp
Q4 2019 Filed on Jan 28, 2020
18,749
N/A
PFL
Pimco Income Strategy Fund

Financial Services
Q4 2019 Filed on Jan 28, 2020
14,653
$11.45 - $11.85 $168K - $174K
Virtus Total Return Fund Inc
Q4 2019 Filed on Jan 28, 2020
11,861
N/A
UNM
Unum Group

Financial Services
Q3 2019 Filed on Nov 13, 2019
7,084
$25.06 - $34.6 $178K - $245K
SHV
Ishares Tr

ETFs
Q3 2019 Filed on Nov 13, 2019
2,400
$110.45 - $110.67 $265K - $266K
HPQ
Hp Inc

Technology
Q3 2019 Filed on Nov 13, 2019
10,208
$17.73 - $21.63 $181K - $221K
Torchmark Corp
Q3 2019 Filed on Nov 13, 2019
7,233
N/A
Dowdupont Inc
Q2 2019 Filed on Aug 14, 2019
10,495
N/A
TDC
Teradata Corp

Technology
Q2 2019 Filed on Aug 14, 2019
5,275
$34.27 - $46.02 $181K - $243K
WDAY
Workday, Inc.

Technology
Q2 2019 Filed on Aug 14, 2019
1,276
$185.47 - $220.11 $237K - $281K
China Mobile Limited
Q2 2019 Filed on Aug 14, 2019
4,000
N/A
XMPT
Vaneck Cef Muni Income ETF

ETFs
Q2 2019 Filed on Aug 14, 2019
181,505
N/A
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q2 2019 Filed on Aug 14, 2019
9,830
N/A
Bemis CO Inc
Q2 2019 Filed on Aug 14, 2019
3,845
N/A
MKL
Markel Corp

Financial Services
Q1 2019 Filed on Apr 29, 2019
229
$957.49 - $1069.2 $219K - $245K
Dun & Bradstreet Corp Del Ne
Q1 2019 Filed on Apr 29, 2019
2,110
N/A
Express Scripts Hldg CO
Q4 2018 Filed on Feb 14, 2019
10,055
N/A
National Oilwell Varco Inc
Q4 2018 Filed on Feb 14, 2019
4,859
N/A
HII
Huntington Ingalls Industries, Inc.

Industrials
Q4 2018 Filed on Feb 14, 2019
1,018
$177.03 - $261.28 $180K - $266K
Cigna Corporation
Q4 2018 Filed on Feb 14, 2019
1,921
N/A
Rockwell Collins Inc
Q4 2018 Filed on Feb 14, 2019
2,246
N/A
DTE
Dte Energy CO

Utilities
Q4 2018 Filed on Feb 14, 2019
1,855
$92.45 - $102.09 $171K - $189K
CNCR
ETF Ser Solutions Loncar Cance

ETFs
Q4 2018 Filed on Feb 14, 2019
9,002
N/A
MUR
Murphy Oil Corp

Energy
Q3 2018 Filed on Nov 14, 2018
8,621
$29.46 - $34.21 $254K - $295K
VTN
Invesco Trust For Investment Grade New York Municipals

Financial Services
Q3 2018 Filed on Nov 14, 2018
20,905
$12.25 - $12.81 $256K - $268K
Invesco Qqq Tr
Q3 2018 Filed on Nov 14, 2018
2,034
N/A
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